Every open deal is scored daily against what your own won and lost deals actually looked like, using the emails, calls and CRM activity behind it. Risk is flagged the day it appears — typically 1–3 weeks before the deal slips a stage — with the reason stated and a next step for the rep.
Every rep is optimistic about their own deals, in good faith. The number you take to the board is the sum of those opinions, corrected by a gut feeling about which reps to discount.
An hour a week goes to the deals reps choose to talk about. The one that quietly went silent three weeks ago is not on the agenda, because nobody remembered it.
The economic buyer stopped joining calls, a competitor's name appeared, procurement went quiet. Each was visible in writing. All of them surfaced together, in the loss review.
The CRM, the mailbox and call transcripts are connected. What matters is the activity behind a deal — who is engaged, how fast, about what — not the stage a rep last remembered to update.
We fit the model on your history: deals you won and deals you lost, and the trajectories that separated them. A generic scoring model fitted to somebody else's sales motion is worse than the rep's instinct.
Engagement decay, single-threading, a champion going quiet, next steps missing or slipping, pricing and competitor language, cycle length against comparable deals — each open deal gets a score and a delta from yesterday.
A flagged deal shows what changed: the reply that took nine days, the call the decision-maker skipped, the two weeks with no scheduled next step. The rep can agree or overrule with one click, and the overrule is a training signal.
The risk list writes back to the CRM and arrives as a pre-read before pipeline review, ordered by value at risk — so the meeting starts on the deals nobody was going to mention.
We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.
The CRM probability is a number attached to a stage, and the stage is whatever a rep last selected. This reads the activity underneath: who is replying, how fast, whether a next step exists, how the language moved. It disagrees with the stage often, and that disagreement is the useful part.
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