CRM
Client Pipeline
Leads, clients, opportunities, and the full Kanban pipeline in one view.
One platform to run your entire agency — CRM, AI, finance, portal, and everything in between.
Every module your agency needs, connected, realtime, and AI-powered.
Leads, clients, opportunities, and the full Kanban pipeline in one view.
Multi-entity finance with Zoho Books sync.
AI chat with access to every record.
Generate proposals in seconds.
ClickUp-synced projects with milestones, time, and docs.
Tickets with realtime chat, escalation, and SLA rules.
Nine specialised agents handle your operations automatically.
Zoho, ClickUp, Gmail, Calendar, Stripe, WhatsApp and more — bidirectional, realtime.
White-label portal at support.intelligentb2b.com — invoices, projects, tickets, docs, and chat.
Google OAuth with domain whitelist — only your team gets in.
One company or a holding with 5 entities — V8 handles both.
CSV import or sync from Zoho, GHL, or Baserow instantly.
Zoho, ClickUp, Gmail, Stripe — one credentials screen.
Set per-area AI instructions — quotes, emails, support.
Everything syncs. Clients get portal access. You run the show.
V8 is built for IntelligentB2B Group — the operating system behind every project.