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Intelegit Forecasting & Planning

Paid APISelf-hosted

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Intelegit Forecasting & Planning's own site

What Intelegit Forecasting & Planning is

Intelegit Forecasting & Planning connects revenue systems, analyzes revenue data, identifies lost revenue and prepares actions for approval. Its forecasting compares an AI forecast with the CRM forecast and explains differences through stage conversion, representative history, deal age and slippage. Planning tools check commit, best-case and pipeline categories, provide confidence scores, run what-if simulations, plan quota and revenue against capacity, and track forecast accuracy. Live integrations include Salesforce, HubSpot, Gmail and Google Calendar, Microsoft 365, Slack, Zendesk, Stripe, Snowflake, and Webhooks & REST API. Pipedrive, Zoho CRM and Chargebee are planned, while Gong, Zoom, Intercom and BigQuery are beta. The service is offered through an API and as self-hosted software. Connections use TLS 1.2 or later, with AES-256 encryption at rest, read-only OAuth access, role-based permissions and exportable audit logs. Pricing is quoted, not per seat, according to modules, systems, history, volume and deployment.

Who it suits

Starter is described for a first RevOps hire, while Growth targets revenue teams of 20–200. It suits teams needing forecasting, scenario planning and CRM-connected revenue analysis.

What it does well

  • Compares AI and CRM forecasts
  • Includes what-if simulations and quota planning
  • Live Salesforce and HubSpot integrations
  • Role-based access with exportable audit logs
  • Self-hosted and API deployment

What to know first

  • No free plan
  • Pricing is available on request
  • Starter limits history to 12 months
  • Some integrations are planned or beta

Limits

Starter includes one CRM and 12 months of history. Growth includes 36 months, while Enterprise includes unlimited history; plans are quoted according to modules, systems, history, volume, and deployment needs.

Plans

PlanBilled and limitsPrice
StarterTalk to us; request a quote · 1 CRM · 12 months history · forecasting included · email supportOn request
EnterpriseTalk to us; request a quote · Unlimited history · custom integrations · dedicated environment · SSO/SAML availableOn request
GrowthTalk to us; request a quote · All CRM connectors · 36 months history · scales with usage · email + Slack supportOn request

As intelegit.com lists them, read 2 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the Intelegit website
  2. Request a quote for the modules and connected systems you need
  3. Choose API or self-hosted deployment
  4. Connect Salesforce or HubSpot through read-only OAuth
  5. Add live integrations such as Slack, Stripe, Snowflake, or Webhooks & REST API
  6. Configure forecasting, planning, access, and deployment options

Verdict

Intelegit combines forecast explanation, planning scenarios and revenue-system integrations for RevOps work. Plan limits and quoted pricing make the connected systems, history and deployment requirements important to clarify.

Questions

How is Intelegit priced?

Pricing is available on request and is quoted by enabled modules, connected systems, history, volume, and deployment needs. Plans are not priced per seat.

Is there a free plan?

No. Starter, Growth, and Enterprise are quoted plans.

Which integrations are live?

Live integrations include Salesforce, HubSpot, Gmail and Google Calendar, Microsoft 365, Slack, Zendesk, Stripe, Snowflake, and Webhooks & REST API.

What are the history limits?

Starter includes 12 months of history, Growth includes 36 months, and Enterprise includes unlimited history.

Can Intelegit be self-hosted?

Yes. Intelegit is available as self-hosted software and lists VPC or on-premise deployment, dedicated environments, SSO/SAML, and data-residency options.

How is customer data protected?

Connections use TLS 1.2 or newer, stored data uses AES-256 encryption, and credentials and OAuth tokens are held in a dedicated secret store. The company also describes read-only OAuth access, role-based controls, and exportable audit logs.

Facts from Intelegit Forecasting & Planning's own pages

Compliance and deployment
Intelegit describes its architecture as SOC 2 and GDPR-ready and lists dedicated environments, VPC or on-premise deployment, SSO/SAML, and data-residency options. · intelegit.com, 2 Oct 2026
Data security
The security page states that connections use TLS 1.2+ and data is encrypted at rest with AES-256; credentials and OAuth tokens are held in a dedicated secret store. · intelegit.com, 2 Oct 2026
Forecasting
Forecasting & Planning compares an AI forecast with the CRM forecast and explains variance using stage conversion, rep history, deal age, and slippage. · intelegit.com, 2 Oct 2026
Integrations
Listed live integrations include Salesforce, HubSpot, Gmail and Google Calendar, Microsoft 365, Slack, Zendesk, Stripe, Snowflake, and Webhooks & REST API. · intelegit.com, 2 Oct 2026
Integration status
Pipedrive, Zoho CRM, and Chargebee are listed as planned; Gong, Zoom, Intercom, and BigQuery are listed as beta. · intelegit.com, 2 Oct 2026
Intended users
The pricing page describes Starter as suited to a first RevOps hire and Growth as designed for revenue teams of 20–200. · intelegit.com, 2 Oct 2026
Notable limits
Starter includes one CRM and 12 months of history, Growth includes 36 months, and Enterprise includes unlimited history. · intelegit.com, 2 Oct 2026
Planning features
The module includes commit, best-case, and pipeline categorization checks, confidence scores, what-if simulations, quota and revenue planning against capacity, and forecast accuracy tracking. · intelegit.com, 2 Oct 2026
Pricing basis
All plans are quoted based on enabled modules, connected systems, history, volume, and deployment needs; pricing is not per seat. · intelegit.com, 2 Oct 2026
Privacy and access
The company states that customer data does not train foundation models, source systems connect read-only via OAuth, and access is role-based with an exportable audit log. · intelegit.com, 2 Oct 2026
Support
The pricing page lists email support for Starter, email and Slack for Growth, and Slack with a named contact for Enterprise. · intelegit.com, 2 Oct 2026
What it does
Intelegit connects revenue tools, analyzes revenue data, identifies lost revenue, and prepares actions for approval. · intelegit.com, 2 Oct 2026

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