Dealwize

Dealwize is an AI sales agent that helps B2B sales teams close deals faster by automatically processing customer conversations. You feed it a call recording, meeting notes, or an email thread, and it extracts milestones, assigns owners, and builds a client-ready mutual action plan. It also scores deal health objectively, flags hidden risks like missing stakeholders, and auto-populates qualification frameworks such as MEDDIC, BANT, or CHAMP directly from transcripts. The goal is to replace messy spreadsheets and manual CRM updates with a single source of truth that both sellers and buyers can see.

The tool works by analyzing transcripts and emails through its AI pipeline. It filters out small talk, surfaces real requirements and risks, and updates the deal board automatically. Key features include automated mutual action plans (MAPs), a "brutal truth" health score that flags problems like missing budget or legal hurdles, engagement tracking that shows who on the buyer's side is actually looking at the deal board, and zero-touch compliance where qualification data populates itself. The interface is a clean, branded web board that buyers can click through and assign tasks on.

Dealwize is built for B2B sales reps, sales leaders, and RevOps teams who are tired of spending hours updating CRMs and chasing down deal information. It's especially useful for complex enterprise deals with multiple stakeholders, where alignment and risk detection can make or break the close. The free tier lets you test it by emailing a transcript to the AI agent with no account required.