Pipeline · Close more

Reps forget to log. Blu doesn't.

Pipeline stages update from real activity. Tasks flow from what actually happened. Blu keeps your CRM honest so reps can focus on closing.

Tasks that assign themselves

Blu reads what happened and builds the queue for them — no logging, no chasing, no 'I forgot to follow up.'

Rep task queue auto-populated from real activity in Intempt

RevOps Automator

Blu creates and assigns tasks from what actually happened, not what reps remembered to log.

Stage changes trigger task creation

When 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.

Round-robin assignment with context

/lead-qualification assigns the AE, creates the deal record, and Slacks the team with the lead's top intent signals — all in one workflow.

Stale deals surface automatically

/sales-pipeline runs a daily check at 8am and flags any deal with no activity in 14 days — Slack DM to the owner, escalation to manager at 30 days.

Completion tracked at rep and team level

Task completion rates, response times, and overdue counts are visible per AE — without anyone building a report manually.

Invoke a skill

Teams that run /sales-pipeline stop hearing 'I forgot to log that.' Tasks flow from what actually happened.

Deal stages, value, and health — updated from signals, not memory.

Deals move through stages when activity warrants it. Value adjusts as context changes. The pipeline you see is what's actually happening — not what someone last dragged on a board.

Pipeline with auto-updated deal stages and deal health from real activity in Intempt

RevOps Automator

Every deal record stays honest from inbox, calendar, and engagement signals.

Deal stages update from activity, not rep memory

Email replies, meetings booked, and proposals sent trigger automatic stage transitions — no manual drag-and-drop required. The deal reflects where it actually is.

Deal health scores from behavioral signals

Each deal gets a health indicator based on response rates, meeting cadence, engagement trends, and time in stage — not a rep's gut feel.

Forecast categories sit on top of stage

Commit, Best Case, and Pipeline categories weight your forecast by actual confidence — so the number reflects what will close, not just what's open.

Stalled deals surface automatically

Deals with no activity in 14 days are flagged in the dashboard and sent as a Slack DM to the owner — with escalation to the manager at 30 days.

Invoke a skill

Teams that run /sales-pipeline see deal stages move from real signals. Forecast calls get shorter because the data is already current.

360° context, zero manual entry

Every call, email, and deal change logs itself. Reps walk in knowing exactly what changed without touching a single field.

RevOps Automator

Every account record stays current from inbox, calendar, and deal activity — not from rep updates.

Account setup triggers automatically on deal won

/customer-onboarding creates the account record, assigns a CSM, and auto-creates the 6-task onboarding checklist the moment a deal closes.

Onboarding funnel shows where customers drop off

The completion funnel tracks deal_won → first_login → setup → activation — broken down by CSM and deal size, so bottlenecks are visible.

Timeline built from real activity

Every email, meeting, call, and task links to the right account automatically. The record reflects what happened — not what was logged.

AI account summary for fast prep

Before any call, the account surface shows what changed, pending tasks, risk signals, and expansion signals — no manual digging.

Invoke a skill

Teams that run /customer-onboarding stop spending the first five minutes of every call recapping context.

How RevOps Automation Works

From inbox and calendar to an honest pipeline in four steps.

Connect inbox, calendar, and CRM

Blu reads email activity, meeting transcripts, and engagement signals from your connected accounts. Every interaction becomes a data point calls, emails, meetings, and deal changes all flow into the same record automatically.

Active signals and connected sources feeding into unified account records

Blu reads activity and updates records

Deal stages move when signals warrant it. Tasks appear when next steps are clear. Account timelines update the moment an interaction completes. Reps see the current state not what someone last remembered to log.

Pipeline and forecasts stay current

Deal health scores and win probability update from behavioral signals not rep estimates. Pipeline velocity, time in stage, and conversion rates surface without a BI tool. Managers coach from what's actually happening, not from a snapshot taken last Tuesday.

Pipeline view with real-time deal scores, velocity, and stage conversion rates

Reps work the queue, not the spreadsheet

Every rep starts the day with a task queue built from what actually happened not from what they manually entered. Account summaries prep them for calls in seconds. Overdue tasks and stalled deals surface automatically so nothing falls through.

AI-scored prospect queue with signals and next actions surfaced automatically

Meet Blu

Your pipeline has an ops manager. It logs what reps forget.

Blu updates deals, assigns tasks, and flags what's stalling from real activity.

See how Blu works

Real results, not just tech

We drive measurable outcomes in the first 90 days. Beyond the platform.

01 / 03

“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.

Explore more products

Everything else that keeps your pipeline honest.

Inbox & Email

Categorize, draft, and clear your inbox with full deal context.

Scheduling

Book it, route it, and link every meeting to the right deal.

Meetings

Walk out with the recap written and follow-up ready.

Data Hub

Unify events, profiles, and behavioral data from any source.

Reps close deals. Blu keeps the CRM current.

Blu handles the busywork. The pipeline stays honest.

Start for Free See Pricing

Frequently asked questions

Accounts, tasks, and deals

Tasks are tied to the relevant account and linked to specific deals. When a task is completed, the activity appears in the account and deal timeline automatically so work, context, and progress stay connected without manual logging. Blu creates tasks from real signals: a meeting completed, an email requiring reply, a deal moving stage.

An account profile includes firmographic data, custom attributes, all contacts under the account, full activity timeline, open and completed tasks, meetings, calls, emails, deal value, stage, and owner. Blu adds an AI summary that highlights current status, pending items, risks, and expansion signals so reps can prep for any call in seconds.

Sent and received emails, completed calls and meetings, changes in engagement, and key activity events update the deal timeline, stage fields, and health indicators automatically. You get a running history of why a deal is moving or stalling without manual bookkeeping from reps.

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. This shows both effort and where revenue actually slows down without a separate BI tool.

The AI summary condenses recent interactions, open tasks, key risks, and potential expansion signals into a short brief. Before a call, one-on-one, or pipeline review, reps and managers scan the summary instead of digging through timelines. Decisions and coaching move faster because the context is already surfaced.