The AI-native CRM that runs your pipeline
Every email, call, and meeting auto-updates deal stages, account context, and rep tasks in real time.
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.
Tasks and execution that keep reps moving
Work gets assigned across SDRs and AEs, follow-ups stay consistent, and next steps turn into clear tasks. No logging, no chasing, no 'I forgot to follow up.'
| 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 direction? | 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 |
360° account and deal context
Everything about an account and its deals stays in one place, assembled automatically from your inbox, calendar, and CRM, so no one rebuilds context from scratch.
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
As a real pipeline, here's the typical B2B SaaS 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 |
Pipeline that manages itself
See every deal, score health, and forecast from real activity instead of manual updates and gut feel. Stages, value, and health stay current in the background.
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 |
Inbox that works the deal, not the email
Every email categorized by urgency and deal stage, replies auto-drafted from CRM and meeting context, and every conversation synced back to the right contact and deal.
Hi - I want to learn how to use a demo of the platform. What availability do you have this week?
Hi - I want to learn how to use a demo of the platform. What availability...
Looking forward to the demo! Here's what I'm hoping to see...
Hi - To Fill necessary new details, assigning it to #2 is resolving #5...
Thanks for signing up. Please let me know if you need anything...
We've signed the license agreement. Please confirm the payment...
Can you join our slack so we can discuss the integration requirements?
I'm looking forward to signing our agreement. Please send the final...
This billing amount doesn't match our expectations. Please review...
We'd like to upgrade our plan. Can you help us with the pricing?
Hi! I would love to see a demo of the platform. What availability do you have this week?
Hi Alex! I've scheduled a demo for tomorrow at 3pm. Here's the link: https://meet.intempt.com/sales/demo. Looking forward to it!
Ask Blu anything about your pipeline
Type a question or invoke a skill. Blu pulls from your real activity, not what's typed in.
▎How it works
From inbox to honest pipeline, fully automated
SOURCES
JavaScript
Track events from web applications
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Node JS
Server-side event tracking
iOS
Mobile analytics for iOS
Android
Mobile analytics for Android
▎Step 01
Connect & sync
OAuth your inbox, calendar, and CRM. The first sync starts in under 10 minutes. No schemas, no migration.
▎Step 02
Activity becomes records
Every email, meeting, and call is matched to the right account and deal automatically. The CRM stays current without rep input.
▎Step 03
Pipeline manages itself
Stages, health, and forecasts update from real signals. Stalled deals get flagged. Reps wake up to a prioritized queue.
Real results, not just tech
We drive measurable outcomes in the first 90 days. Beyond the platform.
“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.
▎Why teams switch
Intempt vs the patchwork stack
Most teams stitch a CRM, a sales engagement tool, a notetaker, and a few Zaps. Here's the side-by-side.
▎Pricing
From $24/mo per seat. Scales with usage.
No per-record fees. No data ingestion limits on Pro and above. One platform replaces 4–6 tools.
Explore more products
Everything else that turns your data into revenue.
Stop logging the pipeline.
Start running it.
Connect your stack in 10 minutes. See your real pipeline by tomorrow morning.
Pipeline questions, answered
Frequently asked questions
Everything reps and RevOps leaders ask before switching.
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. Intempt sits on top of HubSpot or Salesforce, reads activity, and writes back updates. If you don't have a CRM, Intempt 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, 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 can be linked to specific deals. When a task is completed, the activity shows up in the account and deal timeline so work, context, and progress stay connected.
An account profile includes 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.
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 bottlenecks.
No. Intempt drafts replies and sequences prepare messages, but sending stays in your control. This prevents wrong tone, wrong timing, and replying without the latest context.