/ CRM • B2B SaaS
From concept to capital: powering an AI CRM startup’s fundraising journey
From concept to capital: powering an AI CRM startup’s fundraising journey
From concept to capital: powering an AI CRM startup’s fundraising journey
From concept to capital: powering an AI CRM startup’s fundraising journey
Industry:
CRM / B2B SaaS
Location:
San Francisco (US)
Context
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards. Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer.
Our delivery helped them:
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer. Our delivery helped them:
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
CRM
AI
B2B
Startup
Fundraising
Product design
Pitch decks
SaaS
Enterprise
Tags
Industry:
eCommerce / SaaS
Location:
San Francisco (US)
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards.
Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer. Our delivery helped them:
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
Industry:
CRM / B2B SaaS
Location:
San Francisco (US)
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards. Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer.
Our delivery helped them:
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
CRM
AI
B2B
Startup
Fundraising
Product design
Pitch decks
SaaS
Enterprise
Tags
Industry:
eCommerce / SaaS
Location:
San Francisco (US)
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards.
Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer. Our delivery helped them:
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
Industry:
CRM / B2B SaaS
Location:
San Francisco (US)
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards. Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer. Our delivery helped them:
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
CRM
AI
B2B
Startup
Fundraising
Product design
Pitch decks
SaaS
Enterprise
Tags
Industry:
eCommerce / SaaS
Location:
San Francisco (US)
Context
We collaborated with Intellis, a San Francisco-based startup founded by experienced enterprise sales executives aiming to disrupt the CRM space. Their goal was to build a next-gen AI-powered alternative to Salesforce – one that helps B2B companies manage pipelines, optimize resources, and forecast deals using intelligent automation and predictive insights. The product vision was ambitious, and they needed a design partner who could move at Silicon Valley speed.
Challenge
With fundraising on the horizon, the team needed to validate their concept with a functional MVP and a pitch-ready prototype. They didn’t have time to build a full design team, and they couldn’t afford to move slowly in a market dominated by well-funded incumbents. The challenge was clear: deliver an enterprise-grade product vision in weeks, not months – and do it in a way that impressed investors from day one.
Uxion’s solution
We joined as an embedded product design team, guiding Intellis through rapid ideation, scoping, and product definition. Within the first two weeks, we delivered a clickable proof of concept aligned with their AI-powered vision. By the end of the first month, we had created a full, investor-grade prototype with comprehensive, high-fidelity flows and detailed user journeys across all major CRM touchpoints – from deal tracking and forecasting to AI recommendations and reporting dashboards.
Key deliverables:
Clickable MVP with deal pipeline, AI forecasting, and sales team collaboration
AI integration concepts with explainable insights and automated suggestions
Executive-ready pitch decks and product mockups
Scalable design system aligned with dev workflows
Value delivered by Uxion
Impress investors with a real product, not just slides
Clearly visualize how AI differentiates their CRM from legacy solutions
Accelerate feedback loops with early users and advisors
Build a product that’s investor-ready, developer-ready, and user-aligned
Intellis secured a strong foundation for their pre-seed round – without needing to hire a single full-time designer. Our delivery helped them:
Outcome
Armed with a polished MVP and compelling AI-first UX, Intellis entered investment discussions with confidence. Our work helped shape their go-to-market foundation, with future iterations planned based on user testing and real-world validation. We continue to support the team as they grow and expand their feature set.
Tags
CRM
AI
B2B
Startup
Fundraising
Product design
Enterprise
Pitch decks
SaaS
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We'll schedule a call within 24 hours
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See our AI workflows in action
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all details via email soon.
Can I ask a question?
Let's get in touch!
Scheduling
Share your project details
Contact us
Tell us about your project
01
We'll schedule a call within 24 hours
02
See our AI workflows in action
03
I would like to learn more
Let’s book a meeting.
Sure! We will send you
all details via email soon.
Can I ask a question?
Let's get in touch!
Scheduling
Share your project details
Contact us
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Our team will contact you within 24 hours to set up our call
02
We'll show you a real demo of our accelerated delivery
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/ CRM • B2B SaaS
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Industry: Consulting SaaS · Multi-sector
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