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Deal and Pipeline Management
Accelerate Deal Management and Pipeline Performance
Revenue.io upgrades deal management and pipeline management with real time health scoring, stakeholder insights, and automated next best actions to increase win rates and eliminate stalled deals.
Trusted By Leading Revenue Teams Worldwide
Deal & Pipeline Management Helps You
Spot Deal Risk Early
AI evaluates engagement, stage movement, and conversation signals to surface at risk opportunities so reps and managers can focus attention where it drives the most revenue impact.
Drive Next Best Actions
Revenue.io turns CRM activity and buyer signals into clear recommended next steps so reps always know what to do to move deals forward.
Strengthen Forecast Accuracy
AI analyzes deal momentum, stakeholder engagement, and risk indicators to generate real time insights that improve commit confidence and forecast precision.
Reduce Deal Admin Work
Automatically capture activities, generate summaries, and draft follow ups so pipeline data stays complete and current without adding rep workload.
Improve pipeline health in real time
Pipeline
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Execute deals with AI guided selling
Execution
Get real time coaching, automated follow ups, and pipeline insights pulled from every conversation. Then move deals forward faster with clear recommendations on what to do next.
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Forecast with confidence
Forecasting
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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
DownloadSee The Deal Assistant in a Quick Demo
Tailored Insights for Every Revenue Team
Deal Management 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
Know exactly what’s happening in every opportunity without digging through notes.