Know where every deal actually stands.
SalesDeskIQ reads the calls, emails and history behind a deal and tells you its health, its risks and the best next move — with the evidence behind every conclusion, so you can check the reasoning rather than take it on faith.
No credit card required · Advisory only — nothing changes without you.
Deal intelligence
HealthyFleet management renewal
Northwind Logistics · Negotiation · $48,000
Executive summary
The renewal is moving with a committed champion, but procurement has not confirmed budget sign-off and the stated deadline is three weeks out. Quarterly billing is the open commercial question.
Deal health
Medium confidence — based on 3 logged calls, 11 messages and 6 weeks of activity.
Recommended action
Get procurement to confirm the quarterly billing terms in writing.
High urgency · unblocks the last open commercial question.
Finish the call with the follow-up already written
Record straight from the browser, or paste a transcript you already have. You get back what was said, what the customer asked for, what each side committed to, and what to do next — on the timeline, attached to the right deal.
Record or paste
Long calls are captured in segments, so length is never the thing that breaks it.
Structured, not a wall of text
Requirements, objections, commitments and open questions are separated out — each grounded in the transcript.
The audio is deleted
Recordings are removed as soon as they are transcribed. Only the transcript and summary are kept.
Call summary
NeutralRenewal scoping call with Marcus Bell
Marcus confirmed the renewal is planned for this quarter and asked for quarterly rather than annual billing. Procurement still has to approve the change, and he flagged a competing quote he is obliged to review.
Customer requirements
- Quarterly billing instead of annual up-front
- Onboarding for two new depot teams
Objections
- Obliged to review a competing quote before signing
Commitments
- Us Send the revised quote with quarterly terms (by Friday)
- Customer Take the terms to procurement for sign-off (next week)
Next action
Send the revised quote before Friday so procurement can review it in this cycle.
An assessment is only as good as what it read
SalesDeskIQ doesn't tip your whole database into a prompt. It builds context in labelled layers, each one capped, so the assessment works from the most relevant evidence — not the most text.
01CRM record
The deal, the company and the people, as they are actually recorded.
02Recent activity
Notes, logged calls and stage changes — what has happened lately.
03Email evidence
Real messages from the thread, so conclusions can quote what was said.
04Durable memory
Facts worth carrying forward, marked as confirmed or inferred.
05Previous assessment
Last time's conclusion, so a new one can tell you what changed.
Why the layering matters
Sending everything produces confident, unfalsifiable summaries. Sending labelled, budgeted layers produces a conclusion you can trace back to a specific email, call or note.
It also means the answer stays useful as an account gets older and noisier — the newest, most relevant evidence is what gets through, rather than whatever happens to fit.
When there isn't enough evidence, it says so and lowers its confidence instead of inventing an assessment.
A read on the deal you can argue with
Health, momentum, buying intent and risk each come with a score and a stated reason. Signals and risks cite the message or note they came from, so you can disagree with the conclusion by checking the evidence rather than guessing at it.
Evidence, not assertion
Email signals quote the actual wording, with the thread they came from.
It tells you what changed
Re-run it and you get a plain explanation of how the picture moved since last time, and which new evidence moved it.
Advisory, always
It will tell you the recorded stage looks wrong. It will never move the deal for you.
Signals & risks
v2Analysis updated
Momentum improved since v1: the champion confirmed a renewal date, but a competing quote is new and now the largest risk.
Positive signals
- Champion confirmed the renewal is budgeted for this quarterCall · 12 Aug
- Two additional depot teams added to scopeNote · 14 Aug
Risks
- Competing quote under reviewhighMitigation: get the quarterly terms in writing before their review closes.
From the correspondence
“I'll need procurement to sign off before we can commit to the quarterly split.”
Recommended follow-ups
- Send revised quote with quarterly termsHigh priority · due in 2 daysMarcus asked for quarterly billing on the 12 Aug call and committed to take it to procurement.
- Confirm procurement sign-off in writingHigh priority · due in 5 daysBudget approval is the only unresolved blocker on the renewal.
- Prepare a comparison against the competing quoteMedium priority · no due date suggestedA competing quote was raised but its terms were not discussed.
The follow-up work, already drafted
Every call summary and deal assessment ends in proposed follow-ups — each with a priority, suggested timing and the reason it was suggested. Tick the ones that are right and they become real tasks on the deal.
You choose what gets created
Nothing is added to your task list until you select it. The rest is just advice you can ignore.
Draft the message from the same context
Turn the assessment into a follow-up email with a stated objective, then copy it into your mail client and log the reply.
Written the way your team sells
Pick your methodology once — SPIN, Challenger, MEDDIC or balanced — and every summary, assessment and draft follows it.
Built to be checked, not just believed
- Grounded in your records
- Stated facts have to come from the deal, the timeline or a real message. Anything inferred is labelled as inference.
- Advisory by design
- It recommends; you decide. Stages, tasks and records only change when you make the change.
- Honest about uncertainty
- Thin evidence produces low confidence and explicit unknowns, not a confident guess.
- Recordings are not kept
- Call audio is deleted as soon as it has been transcribed. Every record stays scoped to your organisation.
Stop guessing where your deals stand
Set up your workspace in minutes, bring in a live deal, and see what the record already tells you about it.