Built for B2B teams with “Contact Sales” deals
From “Contact Sales” to cash
— without retyping the deal.
Capture and qualify leads, align buyers in shared deal rooms, and convert accepted terms into contracts, invoicing, and forecasted cash flow.
No re-entry. No disconnected tools. No lost context.
14-day free trial. No credit card required.
Trusted by teams at
The handoff problem
Every handoff between tools is a place deals leak.
Most teams stitch CRM, proposal, contract, and invoicing tools together. The six handoffs below are where context drops and deals slow down.
What breaks in stitched tools
- Lead lands in CRM → Manual copy to deal room
- Buyer sees proposal → No visibility into engagement
- Deal marked "won" → Re-type terms into contract tool
- Contract signed → Re-enter line items into invoicing
- Invoice sent → No link back to original deal
- Renewal due → Start from scratch in a new tool
6 handoffs. 6 places to lose data, context, and deals.
Plus $300–$600/seat/month across disconnected tools.
One continuous flow
- Lead captured → deal room generates from template
- Discovery prompts qualify → you know what matters
- Buyer opens one link → collaborates, invites their team
- Buyer configures pricing → price adjusts live
- Buyer accepts → contract + invoice schedule generate
- Invoice tracking + cash flow forecast → no spreadsheet needed
Zero handoffs. Lead to cash in one connected system.
$9.90/seat/month. One system. Nothing to stitch.
The workflow
Lead to cash, one connected flow.
Qualify demand, shape the deal with your buyer, then turn accepted terms into contracts, invoices, and forecasts.
Capture & qualify
Leads flow into your pipeline from campaigns, forms, or API. Qualify them with built-in discovery prompts.
Lead lands in your pipeline, pre-qualified
Manage your pipeline
Lightweight CRM with deal stages, contacts, and companies. Prioritize what matters.
Every deal, one glance
Build the deal room
Configure pricing options, content sections, and terms. Everything the buyer needs in one shared space.
Configure pricing, content, and sections
Collaborate & execute
Share one URL. See every engagement, track comments, assign tasks, and monitor progress in real time.
See engagement, assign tasks
Close the deal
Get notified the moment your buyer accepts. No chasing.
Deal accepted notification
Contract & invoicing
Create the contract with terms pre-filled from the deal. Invoice milestones populate automatically. Zero re-entry.
Invoice schedule from contract milestones
Go deeper
Explore each capability
Every feature works standalone but is designed to work together. Dive into the ones that matter most to your team.
Deal Rooms
Collaborate with buyer comments, tasks, and 19 built-in section types
Pricing Configurator
Let buyers configure terms with built-in negotiation rounds
CRM & Pipeline
Contacts, companies, and deals that continue to cash
Contracts & Renewals
Pre-filled from deal acceptance, renewed in one click
Automated Invoicing
Invoice milestones from contracts, cash flow forecasting included
Task Management
Buyer and seller tasks tracked inside every deal
Product Catalog
Define products once, use them across every deal room
Campaigns & Lead Capture
Landing pages and forms that auto-generate deal rooms
FAQ
Frequently asked questions
IntoPact is the contact-to-cash platform for structured B2B deals. Capture leads, auto-generate deal rooms from templates, qualify with discovery, collaborate with buyers in one shared space, let them configure pricing and negotiate terms — then create contracts with terms pre-filled. AI analyzes buyer objections, invoicing runs on schedule, and cash flow forecasting follows. One system from first contact to cash.
For teams that don’t need enterprise complexity, yes. IntoPact has a built-in CRM with contacts, companies, and pipeline — plus the deal execution and invoicing layer that traditional CRMs lack. Your pipeline doesn’t end at “deal won” — it ends when the invoice is tracked and paid.
IntoPact can run standalone or alongside your existing CRM. Use the inbound API to sync data, or export from IntoPact via CSV. Many teams start with both and consolidate once they see the workflow advantage.
Blog
From the blog
Insights on B2B sales, deal management, and closing faster.
Why "Closed-Won" in Your CRM Doesn't Guarantee a Smooth Invoice Process
Struggling to bridge the gap between proposals and invoicing? Learn how unified software like IntoPact ensures every "closed-won" deal turns into cash.
What Happens After "Contact Sales"? Streamlining Your B2B Sales Pipeline
Every B2B company offering an enterprise tier has that infamous "Contact Sales" button. It’s the gateway to a potential deal, the starting point of what could b
B2B Revenue Leakage: How CRM and Billing Gaps Cost Your Team Money
For small B2B teams, the thrill of closing a deal can quickly turn into frustration when the administrative wheels start to fall off. You’ve put in the hard wor
The Zero-Handoff Pipeline: How Small Teams Go from First Customer Contact to First Invoice Without Re-Entering a Single Field
For small B2B teams, the sales process often feels like a relay race full of baton drops. Lead details get lost between tools, manual data entry slows momentum,
From “Contact Sales” to cash.
One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.