Track the pipeline on a board, see which accounts have gone quiet, and review the week with numbers instead of a long meeting.
14-day trial. No card required.
Give each opportunity a card and move it from Leads to Won, with the owner, the due date and the notes on the card.
See how it works: Pipeline trackingWhen a quote has had no update for more than 5 days, its card is flagged as Waiting too long, Insights counts it, and the owner can be nudged in one click.
See how it works: Account follow-upRun the weekly review from the List view, one row per deal, and let each person start the day from My Work.
See how it works: Weekly reviewShort clips recorded in IntelliTasks with sample data. The board columns are a suggestion: they can be renamed and reordered to match how your team works.
Each opportunity is a card, and the columns are the stages of your sales process. Filter by owner, priority or label to see one person's deals or only the urgent ones.
Any open item with no update for more than 5 days is flagged as Waiting too long on its card. Insights counts these items for the last 7, 30 or 90 days, shows how many deals sit in each stage, and Nudge all sends one reminder to each person with a flagged item.
The List view shows every deal as a row with its stage, owner, priority and due date, so the weekly review runs down one page. My Work gives each person their own list of assigned items, grouped by due date.
A kanban board with filters and columns you can rename and reorder.
Open items with no update for more than 5 days, flagged on the card and counted in Insights.
A one-click reminder sent to the assignee of a flagged item.
Everything assigned to you across projects, grouped by due date.
Completed work, cycle time and a count of items waiting too long.
In-app and email updates, with an optional daily digest.
Use one project for the pipeline, with a short key such as SAL for the item IDs.
Replace the defaults with Leads, Qualified, Proposal, Negotiation and Won.
Add account owners and managers by email, and give each person the project role they need.
Choose Board-only mode, add the open opportunities as cards and update them as each deal progresses.
Plan campaigns as epics, move content across a board, keep briefs and assets beside the work, and show leadership where each goal stands.
See how marketing works
Check sprint scope against team capacity before you commit, triage bugs against response targets, and follow each release on the roadmap.
See how software works
Turn incoming requests into work items with response targets, write procedures where the team works, and keep a searchable record of who did what.
See how operations worksNo. IntelliTasks is a work management tool. It tracks the tasks and stages of a pipeline, but it does not manage contact records or email history.
An open item with no update for more than 5 days is flagged. The threshold is fixed at 5 days and cannot be changed per column or project.
Yes. Board-only mode gives you a kanban board without sprints, and you can switch modes at any time.
If it is in Jira or Trello, yes. Owners and admins can import a Jira CSV or JSON export or a Trello JSON export.
Invite your team and see your first Waiting too long list in minutes.
14-day trial. No card required.
