Dealwize

What is Dealwize?

Dealwize is an AI deal management tool for B2B sales teams. Paste a call transcript, meeting notes, or email thread, and it builds a shared deal board with an action plan, qualification data, stakeholder map, and health score. Buyers and sellers then work from one page, which keeps complex deals moving.

Top Features:

• Action plans: pull milestones and owners from calls into a client-ready mutual action plan.
• Health score: rate deals from 0 to 100 and flag missing stakeholders or blockers.
• Qualification: fill in MEDDIC, BANT, or CHAMP fields straight from customer conversations.

Use Cases:

• Call follow up: turn a discovery call into a deal one-pager within minutes.
• Pipeline reviews: give managers an honest view of risk instead of rep optimism.
• Buyer alignment: share a branded board so buyers see next steps and owners.

Who Can Use Dealwize?

• Account executives: manage long, multi-stakeholder deals without losing track of who matters.
• Sales managers: spot at-risk deals early and coach reps with objective health scores.
• RevOps teams: keep qualification data consistent without chasing reps for CRM updates.

Pricing

• Starter ($49 per month): five deal boards, 20 AI extractions monthly, and one seat.
• Professional ($99 per month): 20 deal boards and 75 AI extractions each month for one user.
• Scale ($179 per month): 50 deal boards, 200 extractions, three seats, and team collaboration.

Pros and Cons

Pros:

• Less admin: action plans and qualification fields update themselves from transcripts and emails.
• Honest signals: blunt diagnostics flag blockers and absent budget holders that forecasts often hide.
• Easy start: email a transcript to the agent inbox and a board appears.

Cons:

• Few seats: the top plan covers only three users, which suits small teams.
• Extraction caps: monthly AI extraction limits can run out during busy quarters.
• Young product: few public reviews or case studies exist yet to judge results.

FAQs:

1) Is there a free trial?

Yes, you can try it free without a credit card first.

2) What can I upload?

Transcripts, meeting notes, and email threads, pasted in or sent by email.

3) Does it work with Claude?

Yes, an MCP server brings deal analysis into Claude, Cursor, and ChatGPT.

4) How does the score work?

The AI rates each deal from 0 to 100 and refreshes after each transcript.

5) Is any part free?

Yes, the deal health analyzer works without registration for quick checks.