Know which deals are real before your next forecast call.
Deal

The flight recorder for revenue.

Your CRM only knows what's true right now. Deal knows how you got here.Record every change so you and your AI can recreate what happened, when, and why.

One memory for your whole revenue team.

  • 01Connects everythingCRM, email, calendar, calls, marketing, support and billing, connected by our team in your first week.
  • 02Records every changeEvery stage move, close-date push, amount change and new contact, with a timestamp.
  • 03Knows who's whoMatches people and companies across systems, so one account means one account.
  • 04Speaks AITurns your history into clean context that Claude, ChatGPT and your agents can query directly.
  • 05Gets smarter over timeYour revenue memory builds up, so trends, patterns and early warnings show up on their own.

Works with the tools you already use.

CRM

Salesforce logoSalesforce
HubSpot logoHubSpot

Email and calendar

Google Workspace logoGoogle Workspace
Microsoft 365 logoMicrosoft 365

Meetings

Zoom logoZoom
Google Meet logoGoogle Meet
Microsoft Teams logoMicrosoft Teams

Call recorders

Gong logoGong
Granola logoGranola
Fireflies logoFireflies
Fathom logoFathom

Marketing

HubSpot Marketing logoHubSpot Marketing
Mailchimp logoMailchimp

Support and success

Intercom logoIntercom
Zendesk logoZendesk

Billing and finance

Stripe logoStripe
QuickBooks logoQuickBooks

Data warehouse

Snowflake logoSnowflake

AI access

Claude logoClaude
ChatGPT logoChatGPT
Gemini logoGemini
Grok logoGrok

Don't see your tool? Ask us. We add connectors based on customer demand.

Agents that watch your revenue around the clock.

Each agent runs on its own schedule, uses your full history and tells you what changed and what to do.

Sales

Forecast Auditor

Scores every committed deal against the rep's track record and the deal's history before each forecast call.

Deal Rescue

Spots open deals that look like your lost ones and drafts the next step for the rep.

CRM Autopilot

Keeps stages, next steps, close dates and contacts current from calls and emails. Every change can be undone.

Marketing

Pipeline Attribution Analyst

Traces closed revenue back through every touch, however long the deal took.

Lookalike Prospector

Finds accounts showing the same early signals your recent wins showed.

Second-Chance Leads

Watches rejected leads and lost deals for signs they're ready to buy.

Customer success

Churn Early Warning

Flags accounts that look like your churned customers did 90 days before they left.

Promise Keeper

Tracks every commitment made during the sale and whether it's been delivered.

Renewal Prep

Builds a renewal brief and review deck 90 days before each renewal.

For your CFO

Revenue Reconciler

Flags gaps between what the CRM says was sold, what was invoiced and what was collected.

Reports your engineer delivers.

Weekly forecast audit

A risk-adjusted forecast, slipped deals and questions to ask each rep, before your forecast call.

Monthly pipeline waterfall

What was created, closed, slipped, shrank and lost, and why.

Quarterly review

A board-ready report on what happened this quarter, with recommendations.

Ask your revenue history anything.

Example

Which deals have pushed their close date more than once this quarter?

7 deals worth $1.3M have slipped twice or more. 5 of them have had no meeting with an economic buyer in the last 30 days. The largest is Northwind ($420K), pushed from Aug 15 to Sep 30 to Oct 31.

Works in Claude, ChatGPT or any MCP-compatible agent.

See what your revenue data could reveal.

Describe your tools, not confidential records or personal information. Your descriptions are sent to AI to create this sample; no systems are connected.

Illustrative sample · not actual findings

Your revenue question. Your data landscape.

A hypothetical finding, the connections behind it, and a next step for your team.

Data, security and setup: your questions answered.

Which data sources can Deal connect to?

Deal connects CRM, email, calendar, call recordings, marketing, support and billing systems, and data warehouses. See the full connector list. If your tool isn’t listed, ask us—we add connectors based on customer demand.

Does Deal replace our CRM or change our records?

No. Deal records changes and matches people and companies across your connected systems. Connections are read-only by default; Deal only writes to your CRM if you turn on CRM Autopilot, and every change can be undone.

How does Deal protect our data?

Data is encrypted in transit and at rest. Deal is SOC 2 Type 2 compliant, follows GDPR requirements, supports HIPAA with Business Associate Agreements, and holds CASA Tier 2 certification for Google Apps. Our SOC 2 report is available on request. Read our security details.

Is our data used to train AI models?

No. Your data stays private and is never used to train third-party models. Your data remains yours, and you can export it or request its deletion at any time.

Who handles setup, and what does our team need to do?

Your named, human Revenue Engineer and the Deal team handle setup, connect your systems and match people and companies across tools. Your team joins a kickoff call, agrees on success criteria and approves access. Plan for about an hour for kickoff and access approvals, then a 30-minute engineer review every two weeks. See the evaluation process.

How quickly are we live, and does Deal bring in existing history?

You’re live in your first week. During setup, we pull in the history your CRM already has and start recording new changes, so your revenue memory doesn’t start empty. Agents go live after that, and your engineer reviews the results against your agreed success criteria at the end of the 30-day revenue evaluation.

See where your pipeline really went.

Apply for a 30-day revenue evaluation. We'll do the heavy lifting.