Meeting done. Action plan
ready one minute later.
Transcript to a branded deal board with a structured mutual action plan and a brutal truth health score, all before your coffee is even cold. No fuss, no busywork, just closed deals. You're welcome!
Mutual Action Plan
Project: Enterprise Rollout
AI Suggestion: Send SOC2 report to Dave (IT) to unblock audit.
Where buyers and sellers
finally align.
Dealwize sits at the centre of your deal, one room, one plan, one source of truth. It turns friction into momentum and scattered email threads into a shared path to close.
- Spreadsheet madness
- Hidden stakeholders
- Guessing close dates
- Predictable revenue
- Shorter sales cycles
- Weekends back
- Information overload
- Inbox fatigue
- Decision paralysis
- Clear path to value
- Internal buy-in
- Premium experience
Turn a call into a mutual action plan in minutes
Drop in a transcript and see Dealwize draft phases, owners, and next steps, free, before you ever register. Verify your email only when you're ready to generate the plan.
Sales tools that don't
feel like homework.
A focused set of features that covers the actual job: get buyers aligned, spot the risks, and close without rewatching every call at 2x speed.
Boutique deal boards
A branded deal board per opportunity, content tab, action-plan tab, stakeholder access. Buyers get one link. You get engagement data. Nobody gets a PDF attachment.
Mutual action plans
Phases, milestones, owners, deadlines, shared with your buyer. The plan lives in the room, not buried in a spreadsheet your champion will never open again.
AI health score
A 0–100 read on deal vitality, derived from your goals, risks, and action items. Strong, Improving, or At Risk, with a one-line AI insight so you know exactly why.
Buyer engagement analytics
See who visited the deal board, which tab they lingered on, and which assets they opened. Follow up on signals, not guesses.
Meeting → plan
Drop in a transcript. The multi-agent pipeline identifies goals, surfaces risks, maps milestones, and drafts client-ready language. Admin done before your next call.
Deal intelligence dashboard
Every active opportunity, ranked by health score and AE forecast. Managers know which deals need attention without digging through CRM notes.
Transcripts are boring.
Insights are gold.
Stop spending your Sunday nights listening to call recordings. The AI pipeline extracts the who, what, and when, goals, risks, milestones, and a client-ready narrative, so you can spend your time actually selling.
No-BS extraction
AI filters out the small talk and surfaces the real requirements, risks, and next steps.
Dave-detection
Identify the IT blockers, late-stage finance surprises, and silent stakeholders before they kill your deal.
Auto-magic plan updates
Your action plan updates itself from the transcript. Your deal board reflects it immediately. Yes, really.
The "Messy" Way vs. The Dealwize Way.
The Chaos
- ✕Spreadsheets so complex they require a PhD and a prayer
- ✕Dave from Procurement's favourite game: Hide and Seek
- ✕Four hours updating the CRM (and still got it wrong)
- ✕Missing stakeholders who appear like ghosts at the 11th hour
- ✕Closing dates that are basically just optimistic guesses
The Clarity
- One branded deal board with content and plan tabs your buyer actually opens
- AI health score flags the bottlenecks before they kill your commission
- Transcript-to-MAP in less time than a coffee break
- Stakeholder management surfaces the late arrivals before they derail the deal
- Data-backed close dates you can actually bet on
Signals, not spreadsheets.
Analytics that actually
help you close.
"I'll check with the team" is usually code for "I'm going to lunch and never coming back." Engagement data tells you who's actually in the room and what they're focused on.
The "Is this deal actually happening?" detector.
Stop managing your pipeline on vibes and happy ears. The AI health score gives you a data-backed reality check on every opportunity, refreshed from each new transcript, visible on your dashboard at a glance.
Strategic alignment
Are you solving a real problem, or just 'checking boxes'? The AI identifies north-star goals from your transcripts and measures how well the plan is mapped to them. No goals identified means your score takes a hit.
Execution velocity
Deals die in the 'I'll get back to you' phase. The score tracks milestone completion and action-item follow-through. A steady pace of progress means you're actually closing, not just having pleasant calls.
Risk mitigation
Unidentified risks are the silent killers of deals. The AI Risk Sentinel flags high-severity red flags, budget shifts, unresolved IT blockers, competitor mentions, and deducts points until you address them.
Why we built Dealwize.
We didn't set out to build another sales tool. We set out to kill the spreadsheet chaos that was killing our deals.
The pain was real
As former enterprise sellers, we spent half our lives babysitting spreadsheets and chasing stakeholders. CRM is great for managers. It does nothing for the person actually trying to close.
The 'Dave' problem
Every deal has a Dave from IT, a hidden stakeholder who appears at the 11th hour asking for a SOC2 report you sent three weeks ago. We built Dealwize to flush out the Daves early and keep every stakeholder in one shared room.
Our mission
Give sellers their weekends back. Automate the post-call admin. Surface the risks before they surface themselves. Let reps focus on what they're actually good at, building relationships and closing.
The Dealwize Promise
Built by sellers, for sellers
"We didn't want another dashboard. We wanted a tool that actually helped us close. So we built it."
Stop the spreadsheet madness
before it stops you.
Join the cohort of forward-thinking sellers ditching the spreadsheet grind. Get shared action plans, real buyer signals, and an AI health score that cuts through the noise. No credit card required.