Deal Qualification Software That Shows You What’s Real
Better Qualified Deals – Lead to More Wins
Deal Health-AI™ transforms deal qualification into deal truth – diagnosing the real health of every opportunity, exposing risks and gaps, and prescribing clear, actionable steps to strengthen deals and win more.
Identify which deals are strong, which are at risk, and where immediate action is required to prevent slippage and move deals forward.
Deal Health-AI™ combines structured Opportunity Profiling with a logic-driven qualification system to create a clear, objective view of deal health and deal quality.
Opportunity Profiling classifies each deal as Ideal, Marginal, or Not Ideal — helping teams focus on the opportunities they are most likely to win.
The Qualification Engine evaluates structured deal data to expose gaps, risks, and false confidence early – before they impact outcomes. It doesn’t just highlight issues — it tells you exactly what needs to be done to fix them.
The Result: Sharper focus, stronger deals, and more wins.
Most teams qualify deals inconsistently. We standardize it.
The Template Library provides a curated set of proven qualification frameworks based on leading sales methodologies and real-world deal practices – ready to use out of the box.
The Template Configurator allows you to customize or build structured qualification frameworks aligned to your industry, offering, and sales methodology.
Together, they ensure every deal is evaluated consistently, with the right context and the right level of rigor.
This is the foundation that powers the Deal Health-MRI™.
The Result: consistent qualification, stronger deals, and more predictable outcomes.
Deal Health-MRI™ evaluates every deal using structured qualification data and real deal context to deliver a clear, objective diagnosis of deal health.
It identifies root causes, exposes risk and gaps, and shows exactly what is preventing the deal from moving forward.
Then it prescribes the specific actions required to strengthen the deal and move it toward a successful close.
Like a medical MRI for your pipeline, it gives you a precise view of deal health — and the actions required to improve it.
This is not an insight tool — it is a decision system for every deal.
The Result: clear decisions, stronger deals, and more wins.
The Opportunity Management Dashboard gives teams and leaders a real-time pulse on deal health, pipeline strength, and forecast confidence.
Your Daily Feed highlights Top 5 deals and all active opportunities with deal scores, values, timelines, and next steps.
Private Deals let reps work in confidence before sharing, building trust and ensuring every deal surfaced to management is ready for review.
The Result: A transparent, trust-based system that keeps every seller focused and every leader aligned.
SmartBriefs transform deal intelligence into concise updates tailored for every role, from the front line to the boardroom.
Outputs include Deal Review Summaries, Client POV Summaries, Meeting Maximizer, Leadership Briefings, Manager Coaching Summaries, and Post-Mortem Reports.
The Result: Smarter communication, faster alignment, and stronger execution across your sales organization.
Deal Health-AI™ integrates seamlessly with your CRM and analytics stack to elevate deal visibility without disrupting how your teams work. Salesforce accounts and opportunities sync automatically for real-time analysis.
Key insights can be pushed back into Salesforce to improve pipeline reviews and align managers and reps on what matters most. Support for additional CRMs is underway, with out-of-the-box integrations planned – no custom development or heavy IT required.
Power BI-ready exports and structured CSVs enable deeper pipeline analysis, forecasting accuracy, and executive reporting.
The Result: Clean, configurable integration that delivers actionable deal intelligence without workflow disruption.
Most teams can get started in minutes, with built-in onboarding support that guides new users through the key steps to get up and running quickly.
For organizations that want to accelerate adoption, our Services Team provides expert onboarding, admin training, and process alignment.
Product support is built in, with dependable assistance for bugs, issues, and platform updates delivered by our development team.
The Result: a smooth-running Deal Health-AI™ environment that lets your team focus on what matters most – qualifying better, selling smarter, and winning more.
Identify which deals are strong, which are at risk, and where immediate action is required to prevent slippage and move deals forward.
Deal Health-AI™ combines structured Opportunity Profiling with a logic-driven qualification system to create a clear, objective view of deal health and deal quality.
Opportunity Profiling classifies each deal as Ideal, Marginal, or Not Ideal — helping teams focus on the opportunities they are most likely to win.
The Qualification Engine evaluates structured deal data to expose gaps, risks, and false confidence early – before they impact outcomes. It doesn’t just highlight issues — it tells you exactly what needs to be done to fix them.
The Result: Sharper focus, stronger deals, and more wins.
Most teams qualify deals inconsistently. We standardize it.
The Template Library provides a curated set of proven qualification frameworks based on leading sales methodologies and real-world deal practices – ready to use out of the box.
The Template Configurator allows you to customize or build structured qualification frameworks aligned to your industry, offering, and sales methodology.
Together, they ensure every deal is evaluated consistently, with the right context and the right level of rigor.
This is the foundation that powers the Deal Health-MRI™.
The Result: consistent qualification, stronger deals, and more predictable outcomes.
Deal Health-MRI™ evaluates every deal using structured qualification data and real deal context to deliver a clear, objective diagnosis of deal health.
It identifies root causes, exposes risk and gaps, and shows exactly what is preventing the deal from moving forward.
Then it prescribes the specific actions required to strengthen the deal and move it toward a successful close.
Like a medical MRI for your pipeline, it gives you a precise view of deal health — and the actions required to improve it.
This is not an insight tool — it is a decision system for every deal.
The Result: clear decisions, stronger deals, and more wins.
The Opportunity Management Dashboard gives teams and leaders a real-time pulse on deal health, pipeline strength, and forecast confidence.
Your Daily Feed highlights Top 5 deals and all active opportunities with deal scores, values, timelines, and next steps.
Private Deals let reps work in confidence before sharing, building trust and ensuring every deal surfaced to management is ready for review.
The Result: A transparent, trust-based system that keeps every seller focused and every leader aligned.
SmartBriefs transform deal intelligence into concise updates tailored for every role, from the front line to the boardroom.
Outputs include Deal Review Summaries, Client POV Summaries, Meeting Maximizer, Leadership Briefings, Manager Coaching Summaries, and Post-Mortem Reports.
The Result: Smarter communication, faster alignment, and stronger execution across your sales organization.
Deal Health-AI™ integrates seamlessly with your CRM and analytics stack to elevate deal visibility without disrupting how your teams work. Salesforce accounts and opportunities sync automatically for real-time analysis.
Key insights can be pushed back into Salesforce to improve pipeline reviews and align managers and reps on what matters most. Support for additional CRMs is underway, with out-of-the-box integrations planned – no custom development or heavy IT required.
Power BI-ready exports and structured CSVs enable deeper pipeline analysis, forecasting accuracy, and executive reporting.
The Result: Clean, configurable integration that delivers actionable deal intelligence without workflow disruption.
Most teams can get started in minutes, with built-in onboarding support that guides new users through the key steps to get up and running quickly.
For organizations that want to accelerate adoption, our Services Team provides expert onboarding, admin training, and process alignment.
Product support is built in, with dependable assistance for bugs, issues, and platform updates delivered by our development team.
The Result: a smooth-running Deal Health-AI™ environment that lets your team focus on what matters most – qualifying better, selling smarter, and winning more.
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.
Deal Health-AI Platform Walkthrough
Explore how deal intelligence improves qualification, forecasting, and execution.
Pricing Plans
Deal Health-AI uses a transparent, hybrid pricing model designed for modern, AI-powered sales teams.
Pricing is based on:
- Platform access, determined by the number of active users, and
- AI usage, measured through monthly credits that scale with how much intelligence your team consumes.
This approach ensures predictable base costs, fair usage-based pricing, and flexibility as your sales organization grows.
Platform Access
Fixed monthly or annual platform fee
Based on the number of active users
Predictable & easy to plan for
Independent of AI usage
This covers access to Deal Health-AI, deal qualification workflows, scoring, forecasting logic, template library & configurator and core platform capabilities.
AI Usage Credits
AI-powered actions consume credits
Credits are allocated per user and pooled across your team
Workload levels help size expected usage (Light to Very Heavy)
No limits on deals, files, or actions – credits are the only constraint
Credits reset monthly and are designed to align cost with actual DH-AI value delivered.
Built-In Safeguards
Usage notifications as credits are consumed, so there are no surprises
Optional credit upgrade packs for peak usage periods
No hard usage limits - your team stays productive when it matters most
This keeps teams productive while maintaining cost control.
Platform Access
Fixed monthly or annual platform fee
Based on the number of active users
Predictable & easy to plan for
Independent of AI usage
This covers access to Deal Health-AI, deal qualification workflows, scoring, forecasting logic, template library & configurator and core platform capabilities.
AI Usage Credits
AI-powered actions consume credits
Credits are allocated per user and pooled across your team
Workload levels help size expected usage (Light to Very Heavy)
No limits on deals, files, or actions – credits are the only constraint
Credits reset monthly and are designed to align cost with actual DH-AI value delivered.
Built-In Safeguards
Usage notifications as credits are consumed, so there are no surprises
Optional credit upgrade packs for peak usage periods
No hard usage limits - your team stays productive when it matters most
This keeps teams productive while maintaining cost control.