DealSights

Sales intelligence that learns your pipeline

AI Deal Intelligence
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What is DealSights?

AI-powered sales intelligence platform that learns from your pipeline. Scores deals, flags risks, drafts personalized outreach, and deploys autonomous agents that work your pipeline around the clock. Gets sharper the more you use it through continuous fine-tuning on your CRM data, emails, call transcripts, and closed deals.

DealSights news

  1. Revolutionising sales with cumulative deal intelligence and AI-driven insights

    Noah Intelligence features DealSights as a leading example of cumulative deal-intelligence systems. Article discusses how DealSights learns from pipeline data to score deals, flag risks, and draft outreach while reducing tool fragmentation. Compares approach to Gong and Clari, positioning DealSights' continuous learning as key differentiator.

    Source: Noah Intelligence ↗
  2. Dealsights.ai: Smartest B2B tool is free to try

    Marta Tools (creator) announces DealSights availability with free tier.

    Source: Marta Tools LinkedIn ↗
  3. Best Deal Intelligence Platforms (2026): Top 8 Compared

    Airspeed team analysis includes DealSights among leading deal intelligence tools, highlighting autonomous agents, AI coaching on every rep/call, and self-updating CRM.

    Source: Airspeed ↗

Key features

Four Autonomous Agents

Research Agent (enriches leads with firmographics, funding, tech stack, warm intros); Triage Agent (24/7 monitoring for stalled deals, dark champions, close-date slips); Coach Agent (reads transcripts/emails, identifies winning talk-track patterns, sends daily coaching); Auto Agent (drafts follow-ups, logs activities, updates CRM, prepares meeting briefs with preview/confirmation)

Conversational Intelligence

Ask plain-English questions against live pipeline. 'Which deals are slipping?' 'Who should I call first?' Answers grounded in real CRM data, not guesses. <60 second average time-to-insight.

Proactive Deal Alerts

Background scanner watches pipeline 24/7. Flags stalled deals, dark champions, and close-date slips before they become lost quarter.

File Ingestion & Enrichment

Drop a lead list, transcript, or PDF. Parses, dedupes against CRM, enriches, and drafts outreach in one conversation.

Personalized Email Drafting

Drafts emails in your voice using your selling style, CRM context, and ICP. Every email matches how you actually sell, not a template.

CRM Write-back

Push contacts, deals, and activities into Salesforce, HubSpot, Pipedrive, Zoho, Close, Copper, MSD 365, or 30+ others. All previewed, all require explicit confirmation.

Branded Reports

Daily, weekly, monthly briefings. Executive-grade PDFs with risk analysis, action items, charts. Ready to send to leadership.

Deal Prediction Engine

Pretrained on 78,000+ real B2B deals across 42 industries. Achieves 87.4% win prediction accuracy. Improves +0.3%/day with active use.

DealSights pricing

Free tier available with 10K lifetime credits. Individual and team plans with weekly/monthly credit allowances. All plans include core integrations. Team plans support unlimited seats with cross-rep learning.

PlanPriceWhat's included
Free$0/mo10K credits (lifetime), 5 datasets, CRM + calendar + Slack, AI deal predictions, on-demand reports
Starter$99/mo25K credits/week, 25 datasets, all integrations, CRM write-back, PDF reports, email support
Growth$249/mo125K credits/week, 100 datasets, everything in Starter, priority scanner, custom report metrics, priority support
Scale$649/mo625K credits/week, unlimited datasets, everything in Growth, dedicated onboarding, custom integrations, SLA + phone support
Team Starter$399/mo100K credits/week shared, unlimited seats, 50 datasets, manager dashboard, team deal predictions, cross-rep learning
Team Growth$899/moUnlimited seats, expanded credits and datasets, everything in Team Starter
Team Scale$1,999/mo2.5M credits/week shared, unlimited seats, unlimited datasets, everything in Team Growth, dedicated onboarding, SLA + phone support

Pros & cons

Pros

  • + Pretrained on 78k+ real B2B deals with 87.4% accuracy—ships smart day one
  • + Continuous learning: accuracy improves +0.3%/day with typical usage
  • + 60-second setup with OAuth to 30+ CRMs; no implementation consultants needed
  • + Works without CRM connection—upload lead lists, draft emails, run role-play standalone
  • + Tenant-isolated data architecture with row-level security; no third-party tracking
  • + Conversational interface reduces tool fragmentation and context switching
  • + Fine-tune stays portable with your workspace—export, retain, or delete anytime
  • + Autonomous agents run 24/7 in background while you work; every write requires preview/confirmation
  • + Free tier available to try with real pipeline data

Cons

  • − Not yet SOC 2 or ISO 27001 certified (on roadmap)
  • − Early-stage product; website explicitly states 'DealSights is early-stage. Here's exactly what we do and don't do today.'
  • − Requires sales data and engagement from team for model fine-tuning to work well
  • − Limited independent review footprint and public case studies
  • − Model accuracy depends on quality and volume of pipeline data provided
  • − Direct email sending requires admin configuration; all sends require confirmation

Who is DealSights best for?

  • • Individual sales reps wanting smarter deal forecasting and personalized coaching
  • • Sales teams with fragmented tool stacks (CRM + separate conversation intelligence + separate pipeline tools)
  • • Teams selling to complex B2B accounts with multiple stakeholders and long deal cycles
  • • Organizations wanting to reduce time spent on manual CRM updates, email drafting, and pipeline analysis
  • • Sales managers needing better visibility into team pipeline health and early risk detection

Frequently asked questions

How is DealSights different from ChatGPT + my CRM?

ChatGPT has no idea who you are, what you sell, or what's in your pipeline. DealSights combines your selling profile with live CRM data and proactive intelligence. It learns how you sell, remembers your accounts, and gets sharper with every conversation. It's not a general AI—it's a sales AI that knows your business.

Which CRMs does it work with?

Salesforce, HubSpot, Pipedrive, Zoho, Close, Copper, MSD 365, and 30+ others through unified API partner Merge.dev. Contact support if yours isn't listed.

Can my manager see my data?

On individual plans, your workspace is completely private. On team plans, managers see deal predictions, pipeline health, and coaching profiles—not your private chats or personal memories.

How do team plans work?

Team plans give managers a dashboard to see entire team's pipeline. Every rep keeps their own workspace. The prediction engine trains on closed deals across the team, so every rep benefits from collective intelligence—and that fine-tune stays with your workspace.

What happens to my data if I cancel?

Export all your data as JSON from Settings anytime. If you cancel, email support or self-delete in Settings—they respond within 72 hours.

Does DealSights send emails on my behalf?

It drafts personalized emails using your selling style and CRM context. You review, edit, copy, or export as CSV. Direct sending is available when your admin configures an email provider—but every batch requires your explicit confirmation.

What AI models does it use?

A blend of frontier models routed automatically to the best model for each job. Quick lookups use fast models; deep analysis uses reasoning models. Deal-prediction engine is a purpose-built ML model trained on 78,000+ real B2B deals—not prompt engineering.

Can I use it without a CRM?

Yes. DealSights works without a CRM—upload lead lists, draft emails, run role-play, generate outreach. Connecting your CRM unlocks pipeline intelligence and deal prediction.

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