Deal & Pipeline

Reads every email, call, and note on a deal and combines MEDDIC, conversation risk, and activity recency into a health score with next-best-actions — so reps see "what's wrong + what to do" instantly.

• AI health score per deal (0–100 with band)
• Next-best-action recommendations
• Persona-aware advice (exec sponsor vs procurement)
• Similar-deal lookup via vector search across won deals

Replaces Clari Copilot, People.ai

A cross-deal audit that flags stage aging, missing fields, repeated close-date pushes, no-activity windows, and unowned deals — surfaced as a per-rep scorecard so managers coach hygiene, not individual deals.

• Per-deal flags for staleness, gaps, and pushed dates
• Per-rep hygiene scorecard with peer rank
• Forecast-impact view ("if you don't fix these, $X is at risk")
• Stale-deal nudge that drafts an email

Replaces InsightSquared, Atrium

Structured commit / best-case / pipeline submissions with snapshotting and per-period rollups. A diff tool surfaces every change since last period — no more forecast spreadsheets.

• Per-rep commit / best-case / pipeline submissions
• Immutable snapshot on submit + team-hierarchy rollups
• AI forecast confidence per deal
• Submitted-vs-actuals variance with AI commentary

Replaces Clari Forecast, Excel

A configure-price-quote builder with line-level and quote-level discounts, tax, and term multipliers. Generates a branded PDF and a public accept page so buyers review and accept without bouncing to email.

• Line items with quantity / unit price / discount %
• Term multipliers (monthly / annual / multi-year)
• Branded PDF + public accept page with view tracking
• Multi-step approval workflow + e-sign-ready output

Replaces PandaDoc, Salesforce CPQ

Sends a one-question survey on every closed deal. AI categorizes the free-text answer into a primary reason and themes for aggregate reporting, with a quarterly executive summary auto-drafted.

• One-question survey on every closed deal (won or lost)
• AI categorization into primary reason + themes
• Competitor mention tracker
• Loss-pattern alerts on theme spikes

Replaces Klue, Crayon

A branded public page with the mutual action plan, document links, and a progress bar. Tracks every buyer visit so the rep knows when the deal is being actively reviewed — and when it has gone cold.

• Branded mutual-action-plan page per deal
• Progress bar (% of action items complete)
• Per-buyer visit analytics + Slack alert on view
• AI "where they are in the process" summary

Replaces DealHub Rooms, Dock