Dealwize

Dealwize acts as an AI sales teammate for B2B revenue teams, focusing on the execution layer between customer conversations and CRM workflows. It processes meeting transcripts, call notes, and deal emails to automatically identify goals, milestones, risks, stakeholders, qualification signals, and next steps.

Its AI Deal Health system produces a 0–100 vitality score based on strategic alignment, execution progress, qualification completeness, and identified risks. The platform can flag issues such as missing economic buyers, unresolved technical requirements, budget uncertainty, competitor activity, or stalled milestones before they become late-stage surprises.

Dealwize automatically creates Mutual Action Plans (MAPs) from sales conversations. Action items are organized into phases, milestones, owners, and deadlines and can be presented through a branded, buyer-facing deal board. The board provides sellers and buyers with a shared view of the path toward contract signature and implementation.

The platform also extracts qualification information using frameworks including MEDDIC, MEDDPICC, BANT, and CHAMP. AI-generated qualification data can be reviewed and edited by sellers while completeness scoring helps identify missing information that needs to be uncovered during subsequent conversations.

Dealwize provides buyer-engagement analytics showing deal-board visits, tab views, asset opens, and session information. This gives sales teams additional signals about which stakeholders are engaging with the opportunity and where attention may be required.

Users can start by forwarding a transcript, call notes, or deal email to Dealwize. The system automatically processes the material and generates a live deal board, reducing manual post-call administration.