Task Management
Every action item, tracked across every deal
Assign tasks to your team or the buyer’s team. Track progress inside the deal room. Get notified when tasks complete or stall — no separate project management tool needed.
How it works
How teams run task management in four steps
Create tasks in the deal room
Add tasks for your team or the buyer’s side directly inside the deal. Attach deadlines and assignees.
Buyer completes their tasks
Your buyer sees their tasks when they open the deal room. They check them off — you’re notified instantly.
Track across all deals
See outstanding tasks across your entire pipeline. Filter by assignee, deal stage, or overdue status.
Deals move when tasks move
Task completion drives deal momentum. Stalled tasks trigger re-engagement alerts so nothing sits idle.
Benefits
What changes for your team
No separate tool needed
Tasks live inside the deal room where the work happens. No context-switching to a project management app.
Buyer-side accountability
Assign tasks to procurement, legal, or finance on the buyer side. They see what’s expected and complete it in place.
Stall detection
When deals show no buyer activity, IntoPact flags them as stalling and sends re-engagement alerts — before the deal goes cold.
Cross-deal visibility
Managers see all outstanding tasks across every deal. Identify bottlenecks and redistribute work in seconds.
Part of the platform
Task management is embedded inside deal rooms. Tasks connect to deal stages, engagement tracking, and notifications — keeping the entire workflow in one system.
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.