Know exactly where to focus this week

8–12

prioritized actions

Drawn from your last 30 days of BD activity.

3 priorities

in one action plan

Protect pipeline, deepen relationships, find new openings.

Ready-to-send

emails drafted for every action

Recommended next steps, already prepared.

Reads the signals. Ranks the actions. Delivers the plan.

Starting the week knowing exactly which deals, relationships, and opportunities need attention usually means checking several systems and hoping nothing important got missed.

Every week, with no prompt needed, Celeste pulls your pipeline activity, relationship health signals, and market intelligence on your top accounts into one ranked action plan, organized around protecting pipeline, deepening relationships, and finding new openings. Each action ties to a real signal, like a regulatory filing for one of your top accounts, linked straight to the contact with a drafted email that’s ready to send.

You start the week with a plan, not an inbox to dig through.

Intapp Celeste

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