Keep reps on track and pipeline accurate
Keep reps on track and pipeline accurate with account timelines, task queues, and auto-updated deals inside Intempt.
Tasks and execution that keep reps moving
Assign work across SDRs and reps, keep follow-ups consistent, and turn next steps into clear tasks.
Rep-assigned task queues
Tasks are assigned to the right rep with clear ownership, priority, and due dates.
Multi-type tasks in one view
Calls, emails, meetings, and follow-ups live in one task list so reps can run their day from a single workspace.
Status and completion tracking
See pending, completed, high-priority, and overdue tasks plus completion rates so accountability is obvious.
360° account and deal context
Everything about an account and its deals stays in one place so no one rebuilds context from scratch.
Unified account and deal profiles
Firmographics, attributes, contacts, tasks, meetings, calls, emails, deal value, stage, and owner all tied to the same records.
Account and deal timelines
Every interaction and outcome appears in a single timeline, including communications, engagement signals, and key deal activity.
AI account and deal summary
A quick summary of what changed, what is pending, risks, and expansion moments so reps and managers can prep fast.
Pipeline that manages itself
See every deal, score health, and forecast from real activity instead of manual updates and gut feel.
Visual pipeline with real-time priorities
Drag-and-drop pipeline with customizable stages, owner, priority, value, age, and account filters for focused reviews.
Auto-updates from activity
Emails, calls, meetings, and key actions update the deal record and timeline so the pipeline reflects reality.
Scoring, forecasting, and bottleneck analytics
Score deal health and win probability, forecast from behavior, and track velocity, time in stage, and conversion to spot stalls early.
Unlock advanced Pipeline Management tactics
Proven plays to keep your pipeline healthy, reps accountable, and deals moving forward.
Frequently Asked Questions
Everything you need to know about managing accounts, tasks, and deals in Intempt.
Tasks are tied to the relevant account and can be linked to specific deals. When a task is completed, the activity shows up in the account and deal timeline so work, context, and progress stay connected.
An account profile includes firmographic data, custom attributes, all contacts under the account, full activity timeline, open and completed tasks, meetings, calls, emails, and an AI summary that highlights current status, risk, and expansion signals.
Activity like sent and received emails, completed calls and meetings, changes in engagement, and key journey events can update the deal timeline, status fields, and health indicators. You get a running history of why the deal is moving or stalling without manual bookkeeping.
You can track task completion rates by rep, overdue trends, email and call volume, meetings held, pipeline velocity, time in stage, time to close, stage-to-stage conversion, aging pipeline, and bottlenecks. This shows both effort and where revenue slows down.
The AI summary condenses recent interactions, open tasks, key risks, and potential expansion signals into a short brief. Before a call, one-on-one, or pipeline review, you can scan the summary instead of digging through timelines so decisions and coaching move faster.
Ready to keep your pipeline accurate and reps on track?
Let Intempt handle the CRM busywork while you focus on closing deals.