AI Deal Intelligence

Know which deals to win before they slip away.

WIN DEALS analyzes your CRM activity, buying signals, stakeholder engagement, and deal momentum to show you which opportunities need attention, why they're at risk, and what to do next.

Works with your existing CRM. No CRM replacement required.

Your CRM knows everything. It doesn't tell you what matters.

Sales teams already have the data. The problem is turning that data into a clear decision.

Too much data

CRM activity, emails, meetings, contacts, stages, and notes create a huge amount of information to monitor manually.

Hidden risk

A deal can look healthy on the surface while momentum slows, stakeholders disappear, or critical buying steps remain unresolved.

No clear action

Knowing that a deal needs attention is not enough. Salespeople need to know what to do next.

Your CRM stores the pipeline. WIN DEALS understands it.

WIN DEALS adds an intelligence layer between your CRM data and your sales actions.

CRM DATA
What happened?
  • Deals
  • Activities
  • Emails
  • Meetings
  • Contacts
  • Stages
WIN DEALS
What does it mean?
  • Signals
  • Risk
  • Momentum
  • Stakeholder engagement
  • AI diagnosis
SALES ACTION
What should I do?
  • Prioritize
  • Contact
  • Follow up
  • Resolve risk
  • Advance deal

How it works

From CRM activity to a clear next action.

WIN DEALS uses deterministic signals to understand what happened, then AI to interpret what those signals mean and what should happen next.

01 · Ingest

Understand the pipeline

  • CRM data
  • Activities
  • Emails
  • Meetings
  • Contacts
  • Deal stages
02 · Detect

Detect important signals

  • Buying signals
  • Risk signals
  • Momentum
  • Stakeholder engagement
  • Timing
03 · Understand

Interpret the evidence

AI combines multiple signals to diagnose what is happening inside each opportunity.

04 · Recommend

Recommend the next action

WIN DEALS turns the diagnosis into a practical next-best action for the salesperson.

DataSignalsDiagnosisAction

WIN Score

Know which deals deserve your attention.

Every active deal receives a 0–100 WIN Score based on measurable pipeline signals and deal context.

WIN Score ≠ Health. A deal can have a strong score while still carrying a specific risk that needs action today.
Acme Corp
$42K · Proposal
At Risk
WIN Score
82
Engagement
Strong
Momentum
Good
Stakeholders
Good
Activity
Moderate
Timing
Good
Why it's at risk
  • · Procurement inactive
  • · No activity for 5 days
  • · Implementation timeline unresolved

See what is helping the deal — and what could stop it.

Buying Signals
  • Decision maker engaged
  • Proposal opened 3×
  • Champion active
  • Recent meeting completed
Risks
  • Procurement inactive
  • No activity for 5 days
  • Implementation unresolved

Don't just see the signal. Understand it.

Raw CRM activity is not enough. WIN DEALS explains the meaning behind the evidence.

AI Diagnosis

This deal is progressing, but procurement is becoming the primary risk. Strong executive engagement suggests genuine buying intent, but the commercial approval path remains unclear.

Based on
  • Procurement inactivity
  • Approaching close date
  • Executive engagement

Know what to do next.

WIN DEALS turns deal intelligence into a practical action.

SIGNAL
DIAGNOSIS
ACTION
Next Best Action

Contact procurement today and confirm whether they've reviewed the implementation timeline.

Know who is actually driving the deal.

A deal is rarely won by one contact. WIN DEALS highlights stakeholder engagement and gaps.

Sarah Ahmed
Procurement Manager
At RiskLast activity: 5 days ago
Michael Chen
VP Operations
ChampionLast activity: 2 days ago
David Smith
CTO
Not EngagedNo recorded activity

See the health of your entire pipeline.

Active Deals
27
Pipeline
$486K
Pipeline Health
Healthy13
At Risk7
Critical5
Pipeline Insight

23% of your active pipeline has had no meaningful activity in the last 7 days.

$112K may require attention.

View affected deals

Product direction

Every deal makes the system smarter.

Over time, historical deal outcomes can help WIN DEALS understand patterns across companies, industries, and sales teams.

Today
  1. Connect CRM
  2. Analyze pipeline
  3. Identify signals
  4. Prioritize deals
  5. Take action
  6. Learn from outcomes
Over time
  1. Recommendation
  2. Sales Action
  3. Deal Outcome
  4. Won / Lost
  5. Historical Intelligence
  6. Better Future Recommendations

Works with the CRM you already use.

Start with your existing HubSpot pipeline. WIN DEALS analyzes the data you authorize and turns it into actionable deal intelligence.

Connect HubSpot

You'll connect HubSpot during onboarding.

HubSpot
WIN DEALSAI DEAL INTELLIGENCE
Deal Intelligence

Built for sales teams, not around them.

Human controlled

WIN DEALS recommends actions. Your salesperson stays in control.

Evidence-backed

Recommendations are based on observable deal signals and context.

No CRM replacement

Keep your existing CRM as the system of record. WIN DEALS adds intelligence on top.

Your CRM remains your system of record.

WIN DEALS analyzes the information you authorize and presents deal intelligence back to your sales team.

Early access

Get early access to WIN DEALS.

Turn your existing CRM pipeline into a prioritized plan for what to do next.

Join early access
  • CRM pipeline intelligence
  • WIN Scores
  • Deal risk detection
  • AI diagnosis
  • Next Best Actions
  • AI email drafts

Frequently asked questions

Stop wondering which deals need your attention.

Let WIN DEALS turn your CRM pipeline into a clear plan for what to do next.