Dealwize

Dealwize is an AI sales agent for B2B teams. It turns transcripts and emails into mutual action plans, deal health scores, MEDDPICC and BANT qualification data, risk alerts and buyer engagement tracking on a shareable deal board.

Dealwize is an AI sales agent aimed at B2B revenue teams that lose time to spreadsheets, CRM upkeep and guesswork about whether a deal is really moving. It reads call transcripts, meeting notes and email threads, then builds and updates a mutual action plan, a deal health score and a set of qualification fields without the rep retyping anything. In practice the workflow starts with material the seller already has. A transcript or summary can be pasted into the web analyzer, or emailed to the Dealwize agent address, which registers an account automatically and generates a deal board. The board is a branded web page shared with the buyer, with plan and content tabs where buyers can open items and assign tasks. From each conversation the AI pulls out stakeholders, goals, risks, milestones and next steps. A stakeholder matrix shows who is engaged and who is missing, such as an economic buyer who has never joined a call, and a risk feed flags blockers like pending security reviews or competitor mentions. The health score is built from four angles: how well the plan maps to the customer's goals, how steadily milestones are completed, how complete the qualification data is, and how many unresolved risks remain. It refreshes with each new transcript or inbound email. Qualification extraction covers MEDDIC, MEDDPICC, BANT and CHAMP, so RevOps receives structured fields and reps are spared the last-minute CRM scramble before a forecast call. Deal board visit tracking adds engagement signals such as focus time and drop-off. Dealwize suits account executives and sales leaders in complex, multi-stakeholder deals, plus RevOps teams that want cleaner qualification data. It sits between conversation intelligence tools, which mostly record and summarize calls, and standalone mutual action plan templates, which stay manual. Its distinguishing choice is joining analysis, buyer-facing collaboration and forecasting hygiene in one place. A free analysis is available without registering, and a 30-day free trial is offered without a credit card.