• ✓ Better Qualified Deals
  • ✓ Smarter Selling
  • ✓ More Wins

Deal Qualification Software for Modern Sales Teams

Deal Health-AI™ is an AI-powered deal qualification software platform that diagnoses the true health of every opportunity and delivers personalized guidance to move it forward. It uncovers risks, qualification gaps, and hidden obstacles - then prescribes clear next actions to advance deals and win more consistently.

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Deal Health AI
Diagnose

Diagnose

See the true health of every deal.

Expose qualification gaps, hidden risks, and structural weaknesses before they cost you the deal.

Prescribe

Prescribe

Get a clear action plan.

Receive personalized recommendations that strengthen alignment, remove obstacles, and improve win probability.

Advance

Advance

Move your deals forward.

Execute the right actions at the right time to move qualified deals forward with confidence and control.

Deal Health-AI™ is an AI-powered deal qualification software platform that diagnoses the true health of every opportunity and delivers personalized guidance to move it forward. It uncovers risks, qualification gaps, and hidden obstacles - then prescribes clear next actions to advance deals and win more consistently.

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Top Deal Health-AI Capabilities To Enable You To Win More Deals.

Deal Qualification Engine

Deal Qualification Engine

Eliminate guesswork. Deal Health-AI uses structured, objective deal assessments tailored to your industry, offering, and sales methodology – giving sales teams consistent, bias-free qualification they can trust.

Template Library & Configurator

Template Library & Configurator

Start with our Template Library of ready-to-use deal qualification frameworks built by industry, offering, and aligned with major sales qualification frameworks. Jump-start adoption and ensure consistent qualification across every deal. When you need more control, use the Template Configurator to tailor templates to how your team sells.

Deal Health-MRI™ & Action Plan

Deal Health-MRI™ & Action Plan

Think of the Deal Health-MRI™ as your on-call Deal Doctor – always ready to assess and advise. It goes beyond surface-level analysis to deliver a complete diagnostic of every opportunity, highlighting strengths and pinpointing risks, gaps, and untapped potential. It then prescribes real-time, step-by-step action plans to strengthen at-risk deals, accelerate momentum, and improve win probability.

Deal Health Scoring & Forecast Editor

Deal Health Scoring & Forecast Editor

Forecasts you can be confident in. Deal Health-AI powered health scoring instantly reveals deal strength and win likelihood. With the Forecast Editor, you can tailor probability labels, scoring models, and alert conditions to match your company’s unique forecasting culture, cadence, and language – delivering insights your leaders can trust, and your teams can act on with confidence.

Deal Health-AI™ SmartBriefs

Deal Health-AI™ SmartBriefs

SmartBriefs generate deal-specific AI summaries that help reps, managers, and leaders act faster and sell smarter. From meeting prep to executive briefings, every SmartBrief distills the context, risks, and next steps unique to each opportunity — delivering the right insights, to the right person, at exactly the right time.

CRM Integration

CRM Integration

Deal Health-AI integrates directly with Salesforce to automatically sync opportunities and surface Deal Health-MRI™ insights inside the opportunity workflow. Additional CRM integrations are in development. Trusted third-party connectors are also leveraged to provide secure, standardized data access where appropriate.

Explore Features and Value

Deal Health-AI SmartBriefs

Deal Health-AI SmartBriefs generate deal-specific AI summaries that help reps, managers, and leaders act faster and sell smarter. From meeting prep to executive briefings, every SmartBrief distills the context, risks, and next steps unique to each opportunity — delivering the right insights, to the right person, at exactly the right time.

SmartBriefs Interface

Deal Health-AI SmartBriefs

Deal Health-AI SmartBriefs generate deal-specific AI summaries that help reps, managers, and leaders act faster and sell smarter. From meeting prep to executive briefings, every SmartBrief distills the context, risks, and next steps unique to each opportunity — delivering the right insights, to the right person, at exactly the right time.

Deal Review Summary
Deal Review Summary
POV Summary
POV Summary
Meeting Maximizer
Meeting Maximizer
Leadership Briefing
Leadership Briefing
Coaching Summary
Coaching Summary
Post Mortem IQ
Post Mortem IQ

Deal Review Summary

Deal Health-AI is the first pipeline review workspace built on deal intelligence, not activity or CRM fields.

Other tools rely on CRM data and activity logs – but none of them understand the actual context of your deals.

Our Deal Review Summary gives managers the real truth behind every deal – qualification strength, risks, AI-driven recommendations, and forecast probability – all in one click.

POV Summary

Creates a client-facing Point of View document that outlines your understanding of the client’s requirements, how you can help, the business impact of choosing you, and suggested next steps. Perfect for when you need to provide a strategic response that clearly articulates how you’ll deliver value and partnership. Each POV Summary SmartBrief includes a DH-AI Chatbot that lets you adjust tone, structure, and messaging to fit your client conversation.

Meeting Maximizer

Prepares you for the next client interaction with a smart, contextual summary of agenda topics and key focus areas. Perfect for planning the next meeting and ensuring nothing falls through the cracks. Each SmartBrief includes a DH-AI Chatbot to help you refine your meeting plan or adjust follow-up priorities.

Leadership Briefing

Delivers executive-level insights into a specific opportunity in preparation for an upcoming leadership connection meeting. Perfect for when leadership needs a full 360° deal report – complete with client background, opportunity details, risks, stakeholders, timing, and goals – ensuring everyone is fully aligned before the meeting. Each Leadership Briefing SmartBrief includes a DH-AI Chatbot that helps you tailor and polish the content before sharing with leadership.

Coaching Summary

Equips sales managers with personalized coaching recommendations for each rep and each opportunity. Eliminate guesswork and stressful inspection calls – perfect for collaborative one-on-one sessions to strategize on what it will take to win. Each SmartBrief includes a DH-AI Chatbot that helps managers refine notes, action plans, and coaching feedback.

Post Mortem IQ

Analyzes wins and losses to uncover root causes, lessons learned, and patterns that strengthen future performance. Perfect for continuous improvement and institutionalizing best practices across the sales organization. Each SmartBrief includes a DH-AI Chatbot to help you summarize insights, highlight lessons, and capture recommendations.

See Deal Health-AI™ In Action

Watch how Deal Health-AI spots risks, prescribes next steps & turns your pipeline into a source of confident, winnable deals. It's fast, it's clear, and it will change the way you qualify, sell, and close.

See Deal Health-AI™ In Action

Watch how Deal Health-AI spots risks, prescribes next steps & turns your pipeline into a source of confident, winnable deals. It's fast, it's clear, and it will change the way you qualify, sell, and close.

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Demo Interface

Deal Health-AI Platform Walkthrough

Explore how deal intelligence improves qualification, forecasting, and execution.

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Data Security

At Prescriptas, your data privacy and protection come first. We've built our platform on a foundation of enterprise-grade security protocols that safeguard every interaction:

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Private Domain AI

Private Domain AI

Your data stays within our secure environment.

PII Masking & Guardrails

PII Masking & Guardrails

Sensitive data is masked and securely protected.

OAuth 2.0 Authentication

OAuth 2.0 Authentication

Verified, secure user access every time.

Role-Based Access & Data Governance​

Role-Based Access & Data Governance​

Role-based access, encrypted data, and SOC 2-aligned architecture ensure enterprise-grade governance and control.​

Continuous Security Testing​

Continuous Security Testing​

Penetration testing and automated code scanning help identify and mitigate vulnerabilities early.​

We combine the best of AI innovation with uncompromising data security - because trust is our strongest protocol.

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What Sales Leaders Are Saying

“This platform gives us visibility into deal quality and a realistic view of our pipeline, something we just don’t have today.”

VP of Sales, Global Software Company

“This is fascinating. Most of our sales team are engineers, and this gives them clear guidance on what to do next to advance their deals.”

Chief Digital Officer, Architectural Engineering Firm

“If we had this last quarter, we would have caught the risks before submitting our forecast.”

CRO, Global Systems Integration Firm

“SmartBriefs like the Coaching Summary help me to lead focused and productive strategy discussions with my sales team.”

Sales Manager, Global Industrial Manufacturing Company

“My reps and managers can finally see why deals slip and what to do about it before it is too late.”

CTO, Global Technology Company

“A Deal Qualification Software Platform that is fully aligned with the sales methodology we invested in, keeps everyone on the same page. It guides how to qualify, how we sell, and how we calibrate every deal.”

VP of Sales, Global Software Company

"The CRM integration makes onboarding effortless. Our reps log in and their opportunities are already there, so they can get started right away.”

CTO, Global Infrastructure Software Provider

“This is the first platform that tells my reps how to strengthen a deal, not just score it.”

SVP of Sales, Cloud Solutions Provider

“The deal scoring feels like a game. I want to win, so I keep improving my deals to increase my score, and I actually do.”

Account Executive, Telecommunications Company

“The Deal MRI concept is unique. Every must-win deal should go through this.”

SVP of Sales, Consulting and Advisory Firm

“The SmartBriefs are a game changer. The Leadership Briefing elevates the quality of our client meetings and reduces friction across the entire sales process.”

Director of Business Development, Technology Integrator

“We have an enormous pipeline. Deal Health-AI gives us clarity on what is real.”

President, Global Systems Integrator

“As a sales methodology training firm, having a Deal Qualification Software Platform like Deal Health-AI allows our clients to maximize their investment and get more value out of their training.”

Founder, Sales Methodology Training Firm

“Reps usually hate entering data into CRM because nothing comes back to them. With Deal Health-AI, when they put in the truth about their deals, they immediately get a full deal score, an unbiased assessment, and precise guidance on how to advance the opportunity. It gives them a reason to care.”

Head of Sales Operations, Global Systems Integrator Firm

“Before Deal Health-AI, our one-on-one deal reviews were slow and reactive. The Coaching Summary SmartBrief now gives me a full picture of risks, relationship strength, stakeholder gaps, and next steps. It makes every coaching session objective, sharper, and more productive.”

Sales Manager, Global Application Engineering Firm

“Deal Health-AI isn’t another sales tool. It’s a deal qualification software – that diagnoses what’s real, what’s missing, and what actually needs to happen next. ”

Sales Leader, Global Systems Integration Company