Question 1

What is Dealwize?

Accepted Answer

Dealwize is an AI-powered deal platform for B2B sellers. It gives you a branded deal board per opportunity, a shared mutual action plan with your buyer, engagement analytics, and an AI health score, all updated automatically from your meeting transcripts.

Question 2

Who is Dealwize for?

Accepted Answer

AEs, sales managers, and customer success teams running complex B2B deals. If you're managing multiple stakeholders, chasing alignment across email threads, and manually updating a CRM after every call, Dealwize is built for your workflow.

Question 3

Do I need to install anything?

Accepted Answer

Nope. Dealwize is entirely web-based. Access it from any browser on desktop or mobile, no plugin, no download, no IT ticket required.

Question 4

How does the AI health score work?

Accepted Answer

The score is derived from three signals: north-star goals identified in your transcripts, risks detected by the AI (weighted by severity), and action-item progress. It produces a 0–100 rating with a Strong / Improving / At Risk label and a one-line insight. It refreshes every time a new transcript is processed.

Question 5

What is a Mutual Action Plan (MAP)?

Accepted Answer

A MAP is a shared plan between you and your buyer covering every step required to reach a signed contract, phases, milestones, owners, and deadlines. In Dealwize, it lives inside the deal board, is built automatically from transcripts, and is visible to every stakeholder you've invited.

Question 6

Does Dealwize sync with my CRM?

Accepted Answer

Not natively, yet. The current 'Copy to CRM' feature generates structured text you can paste into any CRM in one click. It fits MAP data into your existing workflow without forcing a specific integration.

Question 7

Is Dealwize a CRM replacement?

Accepted Answer

No. A CRM is your system of record for pipeline and forecasting. Dealwize is the execution layer for the deal: a buyer-facing deal board, a shared Mutual Action Plan, and engagement signals that keep stakeholders aligned and momentum moving.

Question 8

If we already use Salesforce/HubSpot, why add Dealwize?

Accepted Answer

CRMs are built for internal tracking; buyers rarely log in. Dealwize gives you a clean, branded link buyers actually use, so you can coordinate next steps, share assets, and see engagement without chasing people across email threads.

Question 9

What problem does Dealwize solve that a CRM doesn't?

Accepted Answer

CRMs tell you what happened (stage, notes, fields). Dealwize helps you run the deal in real time: who owns the next step, what must happen to sign, where risk is building, and what the buyer actually engaged with.

Question 10

Will Dealwize force us to change our CRM process?

Accepted Answer

No. Keep your existing stages and forecasting motion. Dealwize complements it by generating a MAP and a concise update you can paste into the CRM, so reps spend less time writing notes and more time moving deals forward.

Question 11

Can I compare Dealwize to CRM "digital sales rooms"?

Accepted Answer

Dealwize is designed around mutual next steps (the MAP) and deal health, not just content sharing. You get a shared plan, transcript-driven updates, and engagement analytics, so the room stays current and action-oriented.

Question 12

Is Dealwize just a Notion page for the deal?

Accepted Answer

Notion is great for internal docs. Dealwize is a buyer-facing deal board with a shared MAP, stakeholder clarity (owners + due dates), and engagement analytics, so you can see what the buyer used and where momentum is stalling.

Question 13

Can we run the mutual action plan in Notion instead?

Accepted Answer

You can, but it usually becomes another link that isn't tied to the deal and goes stale. Dealwize keeps the plan action-oriented and updates it from transcripts, so next steps stay current without extra admin work.

Question 14

Is Dealwize the same as Microsoft Teams?

Accepted Answer

Teams is for communication. Dealwize is for deal execution with your buyer: one link that combines assets, a mutual plan, and decision progress. It reduces back-and-forth by making the next step obvious and shared.

Question 15

Do we still use Notion/Teams if we use Dealwize?

Accepted Answer

Yes. Use Notion for internal knowledge and Teams for internal coordination. Use Dealwize as the single, external source of truth for the buyer-facing plan and materials on a specific opportunity.

Question 16

What’s the big difference vs. a shared doc or channel?

Accepted Answer

A doc/channel stores information. Dealwize drives outcomes: mutual next steps, accountability, and signals (engagement + risks) that help you proactively unblock the deal.

Question 17

Can we just build this ourselves?

Accepted Answer

You can build a basic portal, but the hard part is keeping it current across every deal: permissions, buyer UX, analytics, structured plans, and automation. Dealwize ships the complete workflow so your reps get value immediately without an internal engineering roadmap.

Question 18

What makes a DIY deal board hard to maintain?

Accepted Answer

Every feature becomes a product: templates, access control, audit trails, mobile experience, tracking, notifications, and reliability. Then you still need adoption, buyers won’t use a clunky portal, and reps won’t update it if it creates admin.

Question 19

What’s the difference between a custom portal and a Dealwize MAP?

Accepted Answer

A portal usually hosts content. The MAP is the operating system for the decision: phases, owners, deadlines, and mutual commitments. Dealwize makes it easy to run and keep updated from transcripts so it stays action-oriented.

Question 20

We already have internal BI: why do we need Dealwize analytics?

Accepted Answer

BI tells you outcomes after the fact. Dealwize gives deal-level signals while the deal is alive: which stakeholders engaged, what they viewed, where risk is building, and what needs attention now.

Question 21

When does building your own make sense?

Accepted Answer

If you have a dedicated product + engineering team to own it long-term, a clear adoption plan, and you’re willing to trade speed for customization. Most teams choose Dealwize because it’s faster to deploy, easier to adopt, and improves execution immediately.

Question 22

Why a SaaS app and not a headless MCP server model?

Accepted Answer

Because the buyer experience is the product. A headless MCP server can move data between systems, but it doesn’t give you the buyer-facing deal board, MAP UI, permissions, and engagement analytics that drive adoption. Dealwize ships the full, secure workflow (one link per deal) so reps and buyers can collaborate immediately, without your team building and maintaining the UI, governance, and reliability layer.

Question 23

Is my data secure?

Accepted Answer

Yes. Data is stored in Supabase with encryption in transit and at rest. APIs are hardened to industry standards. Your deal data is org-scoped, other customers cannot access it. We don't sell data or use it for advertising.

Question 24

Does Dealwize process my meeting recordings?

Accepted Answer

Only if you submit a transcript or recording through the platform. You control what gets processed. The AI analyses the content to extract action items and summaries, which are then tied to your deal's action plan.

Frequently Asked Questions

General

Features & AI

Dealwize vs. CRM

Dealwize vs. Notion or Microsoft Teams

Build your own vs. Dealwize

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