Agencies

Pitch, close, and invoice — without the back-office chaos

Agencies lose deals in the gap between a great pitch and a signed contract. IntoPact keeps the momentum from first presentation to invoiced retainer.

The challenge

Sound familiar?

You present to the marketing lead, but procurement and finance never see the full picture. The deal stalls while stakeholders play telephone.

Back-and-forth emails about scope, hours, and rates stretch for weeks. By the time you agree, the budget cycle has moved on.

Retainers start, but invoicing depends on someone remembering to create the invoice each month. Late invoices mean late payments.

Capabilities

Build a branded deal room with your creative work, case studies, scope, and pricing. Every stakeholder on the client side sees the same presentation.

Define retainer tiers, project scopes, and add-on services. The client picks the package that fits and sees the price update live.

When the client accepts, monthly invoices generate on schedule. No more forgetting to invoice. No more late payments from late invoices.

Know which client stakeholders reviewed your pitch, which sections they spent time on, and whether the deal is moving or stalling.

Example workflow

1
Client fills the agency’s campaign form with project brief and budget range
2
Deal room generates with the agency’s pitch template and discovery prompts
3
Client answers discovery questions about brand, audience, and KPIs
4
Agency builds the pitch in the deal room with case studies, proposed scope, and retainer options
5
Client shares the deal room URL with their CMO and procurement team
6
Client selects the 6-month retainer package and accepts
7
Create the retainer contract with terms pre-filled — monthly invoice milestones populate automatically
8
Agency tracks payment status and cash flow from the dashboard

Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.