Unify customer data, automate workflows, and scale experiences with Einstein AI, Copilot, and Data Cloud in one CRM platform.
Dealwize
$49Starting price
0Popularity
About Dealwize
Dealwize is an AI sales agent designed for B2B revenue teams to automate post-call administrative tasks and deal tracking. It processes call recordings, meeting notes, and email threads to automatically generate Mutual Action Plans and extract MEDDPICC qualification fields. The tool monitors buyer engagement and identifies deal risks early, providing AI-driven suggestions to help sales representatives close deals faster. It eliminates manual CRM data entry by capturing and organizing deal-related information automatically. Dealwize supports sales teams in maintaining accurate and up-to-date deal records without additional effort. The platform is tailored for organizations looking to streamline their sales workflows and improve deal closure rates through automation and intelligent insights. Pricing is tiered with a 30-day free trial available and no credit card required for signup.
Key features
- Automates post-call administrative tasks
- Builds Mutual Action Plans from call recordings and notes
- Extracts MEDDPICC qualification fields
- Detects deal risks early
- Tracks buyer engagement
- Provides AI-driven deal closure suggestions
- Eliminates manual CRM data entry
- Organizes deal-related information automatically
Use cases
- Automating deal tracking for B2B sales teams
- Generating Mutual Action Plans from meeting notes
- Identifying and mitigating deal risks early
Pros
- Automates post-call administrative tasks and CRM data entry, reducing manual work for sales teams
- Provides objective deal health diagnostics and risk detection to replace optimistic forecasting
- Generates Mutual Action Plans (MAPs) and extracts qualification fields like MEDDIC/BANT/CHAMP automatically
- Tracks buyer engagement and identifies hidden stakeholders or blockers early in the deal cycle
- Offers client-ready deal boards and roadmaps that improve alignment between buyers and sellers
Cons
- Requires call recordings, meeting notes, or email threads as input to function effectively
- May not fully replace human judgment in complex or highly nuanced sales scenarios
- Dependent on the quality and completeness of input data for accurate analysis and recommendations
Frequently asked questions about Dealwize
What does Dealwize do?
Dealwize is an AI sales agent that automates administrative tasks, tracks deals, and provides objective insights to help B2B sales teams close deals faster. It analyzes call recordings, meeting notes, and emails to generate Mutual Action Plans, extract qualification fields, and flag deal risks.
Who is Dealwize designed for?
Dealwize is tailored for B2B revenue teams, including sales representatives, account executives, and revenue operations professionals looking to streamline workflows and improve deal closure rates through automation and intelligent insights.
How does Dealwize integrate with existing tools?
Dealwize processes call recordings, meeting notes, and email threads to automatically capture and organize deal-related information, reducing the need for manual CRM data entry and ensuring accurate deal records.
Can Dealwize be used without a subscription?
Dealwize offers a free trial where users can analyze deal health by submitting a transcript without requiring a credit card or account signup.
What kind of deals can Dealwize help with?
Dealwize is designed to assist with B2B deals of varying complexity, particularly those involving multiple stakeholders, technical assessments, or compliance requirements, by providing clear roadmaps and risk detection.
How does Dealwize identify deal risks?
Dealwize uses AI to objectively flag missing budget approvals, unseen legal hurdles, silent stakeholders, and other risks that could derail a deal, providing actionable insights to sales teams.
