AI-Powered Deal Qualification Governance Platform
Better Qualified Deals – Lead to More Wins
Deal Health-AI™ is an AI-powered deal qualification governance platform that delivers structured visibility into sales opportunity health, risk exposure, and the precise actions required to win and strengthen forecast confidence.
Know exactly where you stand. Identify which deals are healthy, which opportunities require immediate action to avoid slipping, and where leadership support is needed.
Deal Health-AI™ combines Opportunity Profiling with an AI-powered Qualification Engine to deliver a shared, objective view of deal health and deal quality.
Opportunity Profiling classifies each deal as Ideal, Marginal, or Not Ideal, enabling teams to focus on the opportunities where they win most.
The Qualification Engine transforms discovery data into bias-free intelligence, exposing gaps, risk exposure, and false confidence early.
The Result: Sharper focus, stronger qualification, and better deal outcomes.
Use the Template Configurator to build or customize qualification templates that fit your business perfectly, including your industry, offering type, and sales methodology.
Or tap into the Template Library, a curated collection of ready-to-use templates built around all major sales methodologies and deal qualification frameworks. Together, they create consistency, speed adoption, and form the engine that powers DH-AI insights.
The Result: A repeatable, scalable qualification process that drives win rates and forecast accuracy.
Deal Health-MRI™ delivers an AI-powered diagnosis of each opportunity, revealing what is working, what is at risk, and what actions are required next.
Like a medical MRI for every deal in your pipeline, it provides a clear, objective assessment of where you stand, and prescribes the precise steps needed to strengthen deal health and increase win probability.
The Result: Objective clarity on next steps, enabling teams to strengthen qualification, eliminate deal risk, and position opportunities to win.
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.
Know exactly where you stand. Identify which deals are healthy, which opportunities require immediate action to avoid slipping, and where leadership support is needed.
Deal Health-AI™ combines Opportunity Profiling with an AI-powered Qualification Engine to deliver a shared, objective view of deal health and deal quality.
Opportunity Profiling classifies each deal as Ideal, Marginal, or Not Ideal, enabling teams to focus on the opportunities where they win most.
The Qualification Engine transforms discovery data into bias-free intelligence, exposing gaps, risk exposure, and false confidence early.
The Result: Sharper focus, stronger qualification, and better deal outcomes.
Use the Template Configurator to build or customize qualification templates that fit your business perfectly, including your industry, offering type, and sales methodology.
Or tap into the Template Library, a curated collection of ready-to-use templates built around all major sales methodologies and deal qualification frameworks. Together, they create consistency, speed adoption, and form the engine that powers DH-AI insights.
The Result: A repeatable, scalable qualification process that drives win rates and forecast accuracy.
Deal Health-MRI™ delivers an AI-powered diagnosis of each opportunity, revealing what is working, what is at risk, and what actions are required next.
Like a medical MRI for every deal in your pipeline, it provides a clear, objective assessment of where you stand, and prescribes the precise steps needed to strengthen deal health and increase win probability.
The Result: Objective clarity on next steps, enabling teams to strengthen qualification, eliminate deal risk, and position opportunities to win.
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.
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.