Why Intellisync exists
Intellisync was built to help growing businesses compete and measure real impact. We build practical automation tools that help your team work smarter, not replace them.
2021
We started with simple customer management tools designed for growing companies—easy data entry, automated follow-ups, and clear dashboards for founders.
2022
We created our chatbot builder so businesses can set up helpful customer service chatbots without complex technical setup or confusing workflows.
2023
We developed executive assistant tools to help business leaders with planning, reporting, and making better decisions.
2024
We created learning support and personal finance tools to help people learn better and manage their money more effectively.
Canadian-first design
We design for Canadian businesses with bilingual support, local data storage, and access to regional funding programs.
People before automation
Every new tool includes training, quick refresh sessions, and feedback channels so your team helps shape the tools they use every day.
Accountable outcomes
We share the key metrics we're tracking together—like processing time, customer satisfaction, and compliance—and keep improving until we hit your goals.
"Automation should feel like a helpful teammate, not a confusing black box. That promise—from our local roots to helping businesses nationwide—is the mission we bring into every project."
Chris June · Founder
How the work actually happens
Instead of handing over a technical document, Intellisync works directly with your team to design solutions that fit your daily operations. The steps below keep projects practical, compliant, and bilingual from the start.
Quick 30-minute chat to understand your tools, main challenges, and compliance needs before we start—making sure our questions are relevant and helpful.
Planning document with key focus areas
We observe your team at work to understand real daily processes, challenges, and compliance requirements before designing any solutions.
Process maps in French and English
Interactive workshops where your team tries out solution prototypes, reviews approval processes and compliance steps before we go live.
Working prototypes with testing feedback
Small-scale launch with real users and quick feedback cycles, letting us improve before full rollout while keeping your operations running smoothly.
Pilot report with lessons and improvements
Weekly quick sessions that reinforce good habits and gather feedback, growing into quarterly reviews as your team gets comfortable and solutions mature.
Video library in French and English plus updated guides
Your operations, compliance, and customer service leaders can join our routines anytime. Everything is tracked in shared systems—no mystery meetings or missing information.
Understanding Sessions
Quick calls to learn about your team's daily work, challenges, and goals before we start—so everything we build fits your actual operations.
No-surprises cadence
Regular check-ins on a schedule that works for your team—predictable timing, clear decisions.
Documented playbooks
Guides stored in your knowledge base—version controlled, in French and English, and updated with each project phase.
ROI checkpoints
Each project phase ends with a before/after performance review so you can decide whether to continue, pause, or change direction based on real data.
Privacy reviews, audit documentation, and regulator walkthroughs are included in every project. We stay involved through compliance reviews and team training.
Quarterly delivery snapshot
Canadian results we stand behind
Every project below moved from a leadership whiteboard to measurable ROI inside a quarter. Different industries, same playbook: embed with the team, respect compliance, and keep iterating with data.
Walk‑ins, phone orders, and social DMs created duplicate tickets and missed pickups; no simple view for daily bakes and low‑stock items.
One intake across web, phone, and chat; a prep board tied to cutoff times; low‑stock nudges on bestsellers.
Dispatch lived in texts and group chats. Techs arrived without the right parts, photos were scattered in phones, and safety checklists rarely made it back to the office.
We introduced a single intake form that routes to dispatch, generated job packets with parts lists, and added a mobile checklist that captures photos, signatures, and geotagged timestamps—synced to invoices.
Leads arrived via email and calendar links with inconsistent qualification, slowing proposals and kickoff.
We implemented a lightweight CRM funnel, intake questionnaire, and proposal generator with e‑signature and scheduling.
Change management
Training teams deliver every guide in English and French, capturing local expressions from team interviews.
Compliance in the loop
Audit documentation, privacy reviews, and regulator walkthroughs are included in every project phase.
KPIs you can verify
Before launch we agree on starting metrics, then share before/after performance reports each project phase.
“Intellisync’s team embedded with our branch staff, built scripts, and stayed until adoption hit 100%. We finally have the audit trail our regulators ask for.”
Operations Director · SME Business Client
We compiled anonymized process maps, automation diagrams, and change-management checklists from these projects into a 30-page field guide.
What’s inside
Meet the team behind the playbook
Set aside 30 minutes to walk through your current workflows, compliance guardrails, and funding window. You will leave with a prioritized blueprint and a clear go/no-go decision for automation.
Real talk with Chris
Let's chat about what's working, what's not, and where you'd love to see things run smoother — founder to founder.
Workshop readiness deck
Receive a briefing you can share with your team to align on automation priorities.
Next Step Blueprint
A summary highlighting where automation could make the biggest impact in your current operations — clear, simple, and ready to act on.
We send a concise wrap-up package so you can brief the rest of your leadership team without extra meetings.