The CRM that runs your pipeline for you.
Every email, call, and meeting auto-updates deal stages, account context, and rep tasks. In real time.
Free forever. Scale with usage.
Active Pipeline
$2.4M total8
Tasks due today
3
Stalled deals
$680k
Forecast (30d)
BLU
BioInnovate has had no activity in 18 days. Proposal expires Friday. Assign follow-up task now.
4.5ON G2
Stop logging the pipeline. Start running it
Tasks that create themselves
Stage change triggers task creation. Stale deals surface at 14 days. Reps wake up to a prioritized queue, without logging a thing.
360° account context, assembled automatically
Every email, call, and meeting captured to the right account. AI summary of what changed, what's pending, and where the risk is, in 30 seconds.
Inbox that works the deal, not the email
Every email categorized by urgency, replies drafted from CRM context, sequences paused on reply. Reps stop triaging. They sell.
Reps stop logging. The pipeline stays honest.
- Stage changes trigger task creationWhen a deal moves to Demo, a prep task is auto-created and assigned to the AE, due the next day. No one has to remember.
- Stale deals surface proactivelyDeals with no activity at 14 days trigger a Slack DM to the owner. Escalation to the manager at 30 days, before the window closes.
- Completion tracked at rep and team levelTask completion rates, response times, and overdue counts visible per AE without anyone building a report manually.
| Title | Type | Assigned | Account | Priority | Due | Status | |
|---|---|---|---|---|---|---|---|
| Let's explore a solution? | SJSandra Jackson | Genesim | Medium | 1 day ago | Overdue | ||
| Free for a call? | Call | MSMatthew Scott | ZapWorks | Low | 1 day ago | Overdue | |
| Free for a gift | JMJames Mitchell | LightGrid | Medium | 1 day ago | Overdue | ||
| Can you point me in the right dir? | ARAnton Rodriguez | GreenHouse Connects | High | 2 days ago | Overdue | ||
| Send a connection request | Action | JRJack Rodgers | — | High | In 1 hour | Upcoming | |
| Schedule a meeting | Meeting | VBVictor Brookfield | TechGrid | High | In 2 hours | Upcoming | |
| Set up a demo | Meeting | CHCalvin Hernandez | DrivePath | Low | In 4 days | Upcoming | |
| Follow up with prospects | LHLiam Hernandez | TechSync | Medium | In 4 days | Upcoming | ||
| Follow up on proposal | MRMaria Rodriguez | TechSync | Medium | In 5 days | Upcoming | ||
| Follow up with decision maker | PWPaul Williams | CloudSync | High | In 5 days | Upcoming | ||
| Send contract details | MBMichael Brown | DataCorp | High | In 5 days | Upcoming | ||
| Product demo + feedback | Meeting | ATAnna Tompkins | NeuroPath Inc | High | Tomorrow | Complete | |
| Follow up after demo | KZKevin Zhang | DataVault Inc | Medium | Tomorrow | Complete | ||
| Contract negotiation call | Call | RTRachel Torres | LegalTech Co | High | Today | Complete | |
| Technical requirements call | Call | EDEmma Davis | DevTech Inc | High | In 5 days | Complete |
Every account briefed. In 30 seconds.
- Unified account and deal profilesFirmographics, contacts, tasks, meetings, calls, emails, deal value, stage, and owner all tied to the same record automatically.
- AI account and deal summaryA quick brief of what changed, what's pending, risks, and expansion signals. So reps and managers prep fast, not from scratch.
- Zero manual entryEvery email, meeting, call, and task is linked to the right account automatically. The record reflects what happened, not what was logged.
Blu10 daysYou
Provide a comprehensive summary of the current pipeline. Break down by stage, value and velocity.
Blu
Pipeline Situation — $913K Across 26 Deals
Stage Breakdown
Typical B2B SaaS pipeline progression:
Prospecting/Exploration → 4 deals / $18K
Early-stage prospects learning about CDP solutions
Qualification → 6 deals / $134K
Mid-funnel deals showing intent and initial alignment
Key objection stage → 5 deals / $219K
"We already have Segment" · 3 deals / $120K
Proposals/Negotiation → 5 deals / $329K
Ask BluPipeline value growing with improved velocity
Total pipeline at $1.34M active deals, average deal cycle shortened by 3 days this quarter. 8 deals in late stage with combined value of $500K expected to close within 30 days.
| Name | Stage | Value | Deal owner | Deal type | Priority | Close date | |
|---|---|---|---|---|---|---|---|
| Best Time Messaging Account | Appointment scheduled | $48,600 | BBBob Bi... | New business | Medium | Oct 1, 2025 | |
| Design System Audit | Qualified/prospect | $11,000 | APAudPro... | New business | — | Sep 1, 2025 | |
| Enterprise Platform Expansion | Qualified/prospect | $33,000 | BBBob Bi... | New business | Low | Sep 3, 2025 | |
| Cloud Migration Assessment | Appointment scheduled | $32,500 | BSAbby Singer | New business | High | Aug 30, 2025 | |
| Application Performance Licenses | Appointment scheduled | $33,800 | BBBob Bi... | New business | High | Aug 30, 2025 | |
| DevOps Transformation | Contract sent | $80,000 | BBBob Bi... | New business | High | Aug 15, 2025 | |
| Onboarding Plan Upgrade | Proposal submitted | $22,500 | MSMaria Singer | New business | Medium | Aug 20, 2025 | |
| Security Compliance Package | Appointment scheduled | $19,800 | MSMaria Singer | New business | High | Sep 2, 2025 | |
| Team Collaboration Suite | Contract sent | $38,750 | BBBob Bi... | Existing business | Medium | Aug 28, 2025 | |
| Support Desk Overhaul | Appointment scheduled | $25,400 | MSMaria Singer | New business | Low | Jul 25, 2025 |
A pipeline that reflects reality. Not memory.
- Auto-updates from activityEmails, calls, meetings, and key actions update the deal record and timeline so the pipeline reflects reality, not rep recall.
- Deal health scoring from behavioral signalsScore win probability from actual engagement patterns, not static rules or rep gut feel.
- Forecast from real activityRevenue forecast weighted by behavioral signals, stage velocity, and time in stage. Not from what reps typed in last week.
Ask BluPipeline value growing with improved velocity
Total pipeline at $1.34M active deals, average deal cycle shortened by 3 days this quarter. 8 deals in late stage with combined value of $500K expected to close within 30 days.
| Name | Stage | Value | Deal owner | Deal type | Priority | Close date | |
|---|---|---|---|---|---|---|---|
| Real-Time Messaging Upgrade | Appointment scheduled | $48,000 | JDJustin Durb... | New business | High | Oct 1, 2025 | |
| Design System Audit | Appointment scheduled | $31,200 | APAudPro... | New business | High | Sep 7, 2025 | |
| E-Commerce Platform Expansion | Appointment submitted | $53,000 | BBBob Bi... | New business | Medium | Sep 5, 2025 | |
| Cloud Migration Assessment | Appointment scheduled | $32,500 | MSMaria Singer | New business | High | Aug 30, 2025 | |
| DevOps Transformation | Contract sent | $80,000 | BBBob Bi... | New business | High | Aug 15, 2025 | |
| Security Compliance Package | Appointment scheduled | $19,800 | MSMaria Singer | New business | High | Sep 2, 2025 | |
| Onboarding Plan Assessment | Proposal submitted | $19,750 | MSMaria Singer | New business | Medium | Aug 20, 2025 | |
| Support Desk Overhaul | Appointment scheduled | $25,400 | MSMaria Singer | New business | Low | Jul 25, 2025 | |
| Team Collaboration Suite | Contract sent | $38,750 | BBBob Bi... | Existing business | Medium | Aug 28, 2025 | |
| Data Platform Integration | Appointment scheduled | $67,000 | JDJustin Durb... | New business | High | Jul 18, 2025 | |
| Marketing Automation Pilot | Proposal submitted | $28,500 | APAudPro... | New business | Medium | Jun 30, 2025 |
Ask Blu anything about your pipeline
Type a question or invoke a skill. Blu pulls from your real activity, not what's typed in.
From inbox to honest pipeline, fully automated
Connect and sync
OAuth your inbox, calendar, and CRM. First sync starts in under 10 minutes. No schemas, no migration project.
PRODUCT SOURCES
Shopify
Products · prices · inventory
BigCommerce
Catalog · variants · stock
Custom CSV
Upload · auto-map fields
Catalog API
Sync via REST · webhook
Activity becomes records
Every email, meeting, and call matches to the right account and deal automatically. The CRM stays current without rep input.
Pipeline manages itself
Stages, health, and forecasts update from real signals. Stalled deals get flagged. Reps wake up to a prioritized queue.
Connects to your inbox, calendar, and CRM in minutes
HubSpot, Salesforce, Gmail, Outlook, Google Calendar. One OAuth, everything synced.
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Email and meeting content is never used to train models. You control retention windows and per-record redaction.
No per-record fees. Pipeline from $24/mo
One platform replaces your CRM, sales engagement tool, meeting notetaker, and pipeline reporting tool.
What most teams stitch together
- CRM (Salesforce / HubSpot), per-record or seat pricing, requires admin
- Sales engagement tool (Outreach / Salesloft), separate billing, separate sync
- Meeting notetaker (Gong / Fireflies), another integration, another subscription
- Pipeline reporting tool, manual data, manual cleanup
What you get with Intempt Pipeline
- Auto-capture from inbox, calendar, and CRM, zero manual logging
- Stage changes trigger task creation and assignment automatically
- Stale deal detection with Slack alerts at 14 and 30 days
- AI account summaries, what changed, what's pending, risk, expansion
- Inbox triage by urgency plus reply drafts from CRM context
- Works standalone or on top of HubSpot / Salesforce, no rip-and-replace
Real customers. Real results. Inside 90 days.
Faster launches, higher conversion, lower tool spend, measured in the first quarter, not the first year.
“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”
Jim Stromberg, CEO
StockInvest
Case Study
StockInvest needed to turn anonymous traffic into registered users before any retention strategy could work. With Intempt's Experiences, they personalized the anonymous visitor flow, surfacing the right content and CTAs to boost signup conversion. Once users signed up, automated Journeys nurtured them through onboarding and deeper engagement, steadily increasing lifetime value.
Questions we actually get asked
OAuth your inbox, calendar, and CRM and the first sync starts in under 10 minutes. A 30-day backfill of activity is usually complete within an hour. No schema work, no migration project, no IT ticket.
No. Pipeline sits on top of HubSpot or Salesforce, reads activity, and writes back updates. If you don't have a CRM, Pipeline works standalone with its own account, contact, and deal records.
Existing deals, accounts, and contacts are imported on the first sync. Nothing is overwritten without an explicit rule, and you can roll back any automated update from the audit log.
Yes. Intempt is SOC 2 Type II certified, encrypts data at rest and in transit, and never trains models on customer content. You control retention windows and per-record redaction.
The free tier covers 1 user with full functionality on up to 1,000 contacts. Paid plans include a 14-day money-back window. If it doesn't deliver, you get a refund, no questions asked.
Tasks are tied to the relevant account and linked to specific deals. When a task is completed, the activity shows in the account and deal timeline, so work, context, and progress stay connected.
Firmographic data, custom attributes, all contacts under the account, full activity timeline, open and completed tasks, meetings, calls, emails, and an AI summary that highlights current status, risk, and expansion signals.
Sent and received emails, completed calls and meetings, changes in engagement, and key journey events update the deal timeline, status fields, and health indicators, without rep input.
Task completion rates by rep, overdue trends, email and call volume, meetings held, pipeline velocity, time in stage, time to close, stage-to-stage conversion, aging pipeline, and bottleneck analysis.
No. Pipeline drafts replies and sequences prepare messages, but sending stays in your control. This prevents wrong tone, wrong timing, and replying without the latest context, you review before it goes.
Stop logging the pipeline. Start running it.
Connect your inbox and CRM in 10 minutes. See your real pipeline, with no manual data entry, by tomorrow.