The AI Sales Agent for
Revenue Velocity and Deal Execution.
Dealwize is the autonomous AI Sales Agent for B2B revenue teams. From call transcripts and emails, Dealwize builds your deal health one-pager, qualifies deals with MEDDPICC rigor, flags pipeline risks early, and tracks real-time buyer engagement.
The AI Sales Teammate
Move beyond passive CRM data entry and single-purpose templates. Dealwize acts as an active AI teammate that continuously analyzes deal activity, aligns sellers and buyers on a shared plan, and drives revenue velocity.
AI Deal Health One-Pager
The unified reality check for your deal. Combines your AI health score, MEDDPICC qualification checkmarks, stakeholder engagement matrix, risks register, next steps, and mutual action plan into one single-pane dashboard.
Email → deal board
The fastest way in. Forward or BCC deal content to Dealwize and AI drafts a board. Reply in-thread to update the same opportunity. Capture deals where your inbox already lives.
Mutual action plans
The strategy of the deal. Phases, milestones, owners, and deadlines, shared with your buyer and updated automatically as the deal progresses.
Deal qualification
The readiness of the deal. AI extracts BANT, CHAMP, and MEDDIC-style dimensions from calls, kept internal to your team. Stage-aware frameworks, confirm and edit, completeness scoring, CRM copy-out.
Buyer engagement analytics
The feedback loop of the deal. Deal board visits, tab views, asset opens, session metadata. Know who's in the room and what they're focused on.
AI health score
The reality check of the deal. A 0–100 vitality read derived from goals, risks, action items, and qualification completeness, with a one-line AI insight and a Strong / Improving / At Risk label.
Meeting → Deal Health One-Pager
The engine of the deal. Drop in a transcript or forward a deal email and the multi-agent pipeline builds your deal health one-pager, surfaces risks, fills qualification fields, and drafts client-ready next steps automatically.
LLM & MCP Integration
The AI toolchain integration. Continue using your existing LLM tools such as Claude or ChatGPT where AI-based transcript extraction already happens—automatically send transcript insights and deal context into Dealwize without switching workflows.
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