CRM & Pipeline
A CRM that doesn’t end at "deal won"
Manage contacts, companies, and deals with a pipeline that continues through contract, invoicing, and cash flow. Everything your team needs, nothing you don’t.
How it works
How teams run crm & pipeline in four steps
Import or capture contacts
Add contacts and companies from campaign forms, push them through the API, or create them manually.
Manage your pipeline
Visual pipeline with customizable stages. See every deal’s status, assigned team member, and next action.
Work deals in context
Open a deal and see the full picture — contact history, deal room engagement, discovery responses, and timeline.
Track through to cash
Your pipeline doesn’t end at "won." Follow the deal through contract, invoicing, and payment.
Benefits
What changes for your team
Connected to execution
Unlike standalone CRMs, IntoPact connects pipeline data to deal rooms, contracts, and invoicing. No export-import between tools.
Interaction logging
Log calls, emails, meetings, and notes on any customer or deal. Build a complete timeline of every touchpoint.
Deal intelligence
Win rate, deal velocity, stall rate, loss reason analysis, and per-rep performance — built in, not a separate analytics tool.
No enterprise complexity
No month-long implementations, no admin certification required. Set up in minutes, start using the same day.
Part of the platform
The CRM is the foundation of the IntoPact platform. Contacts and companies flow through deals, deal rooms, contracts, and invoicing — all connected.
See the full platformFrom “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.