Applications open

More than half of enterprise software implementations come in over budget. The problem usually started in the quote.

InteliQuote is built for the people who scope and price ERP, CRM, and HCM implementations. Independent consultants. Presales teams. Partner firms from boutique to enterprise.

Paste your discovery call. Cut proposal time by up to 95%, without cutting corners. Phase plan, team, hours, risks, hypercare. Built on fifteen years of real implementation methodology.

Free during beta 48-hour response No credit card
Hi, I'm IQ. I read the call so the quote isn't a guess.
The thesis

The number you send becomes the number that gets remembered.

For eighteen months. Through every change order. Into the post-mortem.

Most enterprise implementations don't fail in delivery. They fail in the quote. From scope that wasn't pressure-tested. From an integration nobody saw coming. From hypercare buried in a vague retainer. From a staffing model built off the last engagement anyone sort of remembers.

By the time the steering committee asks why, nobody opens the spreadsheet that built the original number.

The quote is where the project actually starts.

How it works

From discovery call to client-ready proposal.

01

Reads your discovery call.

Paste your call notes or transcript. The engine extracts what it needs from the conversation, then surfaces what's missing: the questions you forgot to ask, the assumptions that haven't been tested. Most failed implementations trace back to requirement gathering. This catches the gaps before they're in writing.

02

Runs the readiness assessment.

Roughly 40% of cost overruns trace back to organizational issues that should have been obvious before contract signing. InteliReady™ surfaces the factors that quietly destroy a project six months in. You see exactly why the number is what it is, line by line.

03

Builds a proposal you can defend.

Phase plan. Team composition. Hour-level resource model. Risk register with mitigations. Hypercare scoped honestly, not buried in a retainer. The kind of proposal that holds up in a steering committee in month eleven, not just the day it gets signed.

Built by

This was built by a consultant. Not a software company.

I'm Sarah Schaub. I've spent fifteen years scoping ERP, CRM, and HCM implementations across six countries, working with everyone from solo practices to international enterprises.

I've sat in the post-mortems where everyone agrees the team was solid and the platform was fine, and the project still went sideways. The conclusion is the same every time: something got missed in discovery, something got overpromised in the proposal, hypercare wasn't costed, organizational readiness was assumed instead of measured.

Before I built InteliQuote, I built InteliReady™, the assessment methodology I used on those engagements to keep that from happening. This is the software version of that work.

Multi-module ERP programs in heavy industry. Vendor selections in mid-market manufacturing. International HCM rollouts. CRM rollouts that get used instead of collecting dust. White-label enterprise delivery from the US to Iceland.

Every part of this tool is here because I've watched a real quote miss it.

MPM PMI Member Saint Paul, MN LinkedIn →
Platform

We start with one platform. Then expand carefully.

Beta opens with a single ERP platform. Each new ERP, CRM, and HCM platform gets added only after it's calibrated to the same standard. The market already has plenty of tools that ship breadth at the cost of accuracy. This isn't one of them.

Now
D365 Finance & Operations — flagship
● Live in beta
Coming soon
More ERP, CRM, and HCM platforms — roadmap to follow

Three plans. Free during beta.

From solo practice to enterprise firm. Beta access is free for accepted applicants. Pricing kicks in at launch.

Ready to see it?

Applications are open. Free for accepted applicants through launch. We respond to every application within 48 hours. No credit card. No contract. No procurement to wade through.

Apply for beta →
Limited cohort Free during beta 48-hour response