Forecast the quarter you will actually close.
Turn CRM activity, call notes, and email engagement into a forecast you can trust and a priority list your reps will love.
No credit card required · Free forever tier · Set up in minutes
Your forecast is a guess wearing a spreadsheet.
Reps sandbag. Stages drift. Close dates slide one week at a time. Leaders spend Friday afternoons interrogating the CRM instead of coaching. The truth about every deal is in the data, just not anywhere anyone can see it.
- 01Forecast calls rely on gut feel and rep optimism
- 02Stalled deals go unnoticed until quarter end
- 03Reps waste hours on accounts that were never going to buy
- 04Win and loss patterns are anecdotes, not evidence
Everything Sales teams need, in one intelligence layer
Deal scoring
Every opportunity scored on engagement, stakeholder coverage, and momentum, with reasons attached.
Forecast intelligence
See a data-backed forecast next to the committed one and understand every gap.
Risk detection
Get flagged when a champion goes quiet, a close date slips, or a competitor appears.
Account prioritization
Rank territories by real buying signals so reps start every day on the right accounts.
Win and loss patterns
Learn what winning deals have in common, by segment, size, and source.
Rep copilots
Agents prep meeting briefs, draft follow-ups, and keep CRM fields up to date.
From first question to first win in minutes
Connect your CRM
Bring in opportunities, activities, emails, and call notes in minutes.
Ask about your pipeline
Try 'Which deals over $50k have not had a meeting in two weeks?'
Act on the answer
Get the list, the risk drivers, and recommended next steps per deal.
Automate the rhythm
Schedule forecast briefs and set agents to watch every deal daily.
Built for the decisions that move the needle
Weekly forecast call
Walk in with a data-backed view of commit, best case, and the deals most likely to slip.
Pipeline generation
Find lookalike accounts showing the same signals as your best customers.
Deal reviews
Get an instant brief on stakeholders, activity history, and open risks for any opportunity.
Rep coaching
See which behaviors separate top performers so you can coach to them.
What changes when your data starts talking back
See slippage weeks earlier, while there is still time to act.
Less CRM admin, more time selling.
Not just the ones that make it into the review meeting.
Pipeline data stays protected.
Customer and deal information is secured with granular controls and stays private to your organization. Built to support your compliance programs.
- Territory and role-based permissions
- Encryption in transit and at rest
- Activity history for every answer
- Your data is never used to serve other customers
Questions, answered
Does it work with messy CRM data?
Yes. Data AI is built for real-world data, gaps and all, and tells you where missing fields limit an answer.
Will reps actually use it?
They ask questions in plain language and get useful answers instantly. Adoption tends to take care of itself.
Can it update our CRM?
With your permission, agents can log activities and update fields so records stay current.
Does it replace our forecasting process?
It strengthens it. You get a second, evidence-based view to pressure-test every call.
How quickly will we see value?
Most teams get useful pipeline answers on day one.
Close the quarter with confidence.
Know which deals will land, which will slip, and exactly what to do about both.
Start free