Platform
Why high-performing B2B teams run Contact Sales to cash on IntoPact
Capture and qualify leads, run deal rooms with buyer-side pricing, and convert accepted terms into contracts, invoicing, and cash-flow visibility in one system.
The workflow
From first contact to collected cash
Every stage flows into the next. No re-entry. No handoffs. No data lost between tools.
Capture & qualify
Leads flow in from campaigns, forms, or API. Discovery prompts qualify before your first call.
Manage pipeline
Contacts, companies, and deals in a visual pipeline with stage analytics.
Build deal rooms
19 section types: content, pricing, action plans, case studies, ROI, and more.
Collaborate & close
Buyer comments, configures pricing, negotiates terms, and accepts — one link.
Generate contracts
Create the contract with terms pre-filled from the buyer’s selections.
Invoice on schedule
Invoice milestones populate from contract terms. Each invoice issues when due.
Track cash flow
Payment status, overdue alerts, and cash flow forecasting in one view.
Renew & grow
Renegotiate from existing contracts with all terms pre-filled.
Lead Capture
Capture leads from campaigns, forms, or API
Build campaign landing pages with built-in forms. Leads auto-generate deal rooms from your templates. Or push leads in through the inbound API from any external system.
- Campaign landing pages with embedded lead capture forms
- Leads auto-create deal rooms from templates — no manual setup
- Inbound API to create deals from your existing tools
Discovery & Qualification
Qualify before you invest time
Attach discovery prompts to deal rooms. Your buyer answers qualification questions before your first call. AI summarizes responses so you know what matters.
- Built-in discovery prompts — buyer answers before your first meeting
- AI-generated summaries of buyer responses
- Automated nudge sequences for unanswered prompts
- Know budget, timeline, and decision-makers upfront
CRM & Pipeline
Manage contacts, companies, and deals in one place
Lightweight CRM with everything you need and nothing you don't. Contacts, companies, deal stages, and pipeline views — connected directly to your deal rooms.
- Contacts and companies with full deal history
- Visual pipeline with customizable deal stages
- Interaction logging — track calls, emails, and meetings per customer
- Win rate, deal velocity, and pipeline analytics
Deal Rooms
One shared space for buyer and seller
Each deal gets a dedicated URL. Build with 19 section types — content, pricing, mutual action plans, case studies, ROI calculators, and more. Buyers comment, collaborate, and complete tasks — no login required.
- Page builder with 19 section types — action plans, case studies, ROI, FAQ, and more
- Buyer comments on sections with threaded replies
- Per-contact engagement tracking — who viewed what, for how long
- Buyers reply to emails → comments appear in the deal room
Pricing Configurator
Seller configures, buyer selects — or negotiates
Set up pricing options with timing, frequency, and net days. Your buyer picks their terms and the price adjusts live. If they want different terms, they can request changes with structured negotiation rounds.
- Define pricing tiers, timing, frequency, and payment terms
- Built-in pricing negotiation rounds with notes
- Live price calculation as buyer selects options
- Product catalog integration for line-item pricing
Contracts & Acceptance
Deal acceptance and contract creation in one click
When your buyer accepts, create the contract with terms pre-filled from the deal. No separate e-sign tool. No re-typing terms into a contract template.
- One-click deal acceptance from the deal room
- Contract pre-filled from accepted pricing and terms — create in one click
- PDF acceptance document generated and emailed to both parties
- Contract renewals with all terms pre-filled
Invoicing & Cash Flow
Automated invoicing from contract terms
Invoice milestones populate from the contract. Each invoice issues automatically when it’s due. Track payment status and forecast cash flow — no spreadsheet required.
- Invoice milestones auto-populate from contract terms
- Invoices issue on schedule — no manual creation
- Payment status tracking with overdue alerts
- Cash flow forecasting across all active contracts
Renewals
Renegotiate from existing contracts
When a contract is up for renewal, create a renegotiation deal with all terms pre-filled. The buyer reviews updated terms in the same deal room and accepts — full history intact.
- One-click renegotiation from any existing contract
- All terms, pricing, and history carry forward
- Buyer reviews changes in the familiar deal room
- Track renewal rates and contract lifecycle
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.