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AI Deal Assistant

Your AI Assistant for Smarter Pipeline Decisions

Ask anything about a deal. Your AI assistant instantly scans calls, emails, and CRM to surface risks, gaps, and next steps.

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The End-to-End Sales Platform Trusted by the World’s Leading Revenue Teams

See The Deal Assistant in Action

What can you do with the deal assistant?

“What key objections or concerns are blocking this deal?”

See a list of objections surfaced across conversations like, pricing, competition, urgency, tied to each opportunity.

“Who’s involved in the buying process, and what do they care about?”

Track stakeholders, decision-makers, and what matters most to each based on past meetings and emails.

“What’s blocking this opportunity from moving forward?”

See specific risks like missing next steps, unresolved objections, or stakeholder misalignment all surfaced automatically.

Get instant answers to any deal question

Just ask. Reps and managers can type natural language questions about any opportunity, like “Who is the champion?” or “What happened last call?”, and get answers in seconds without digging through notes or CRM fields.

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Your AI assistant for every active deal

Revenue AI analyzes your deal history, CRM data, and call transcripts to deliver a real-time view of every opportunity. It flags risks, highlights next steps, and helps teams focus on what matters most.

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See every opportunity clearly in one summary

Auto-generated summaries capture key moments, decision-makers, objections, and action items. Reps and managers get a complete picture without listening to recordings or scanning long transcripts.

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Key Features

Ask Anything About a Deal

Type a question and get instant answers pulled from calls, emails, and CRM data.

Automated Opportunity Summaries

Summaries highlight key moments, action items, and recent activity.

Opportunity Risk Assessment

AI flags risky deals and surfaces what is missing or needs attention.

Clear Next Steps

Each summary includes recommended next actions to keep deals moving.

Real-Time Data Sync

Summaries update live based on the latest CRM and call activity.

Pipeline Visualization

Group summaries by rep, stage, or status to review your pipeline faster.

Role-Based Access Control

Admins manage who can view and update summaries by team or role.

Enhanced Analytics Integration

See trends in deal health and rep activity over time with analytics.

See the Full Features List

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Tailored Insights for Every Revenue Team

Sales Leaders

Improve forecasting and deal prioritization.

Account Executives

Stay organized and shorten sales cycles.

Sales Reps

Focus on the right deals and take action with AI-driven next steps.

Revenue Operations

Enhance data accuracy and pipeline health.

Customer Success Teams

Improve retention and upsell opportunities.

Deal Assistant Impact

25%

Improvement in forecast accuracy

15%

Reduction in deal slippage

10-15%

Increase in deal velocity

5-10

Hours saved weekly on manual deal tracking

Frequently asked questions

How do I ask a question about a deal?

What types of questions can I ask?

Where do opportunity summaries appear?

How often are opportunity summaries updated?

Can I use the assistant for pipeline reviews?

Is the assistant secure and permission-aware?