DealSage sits beside you in Salesforce. It reads your pipeline, understands your deals, and tells you exactly what to do next. No setup wizards. No enterprise contracts. Just clarity.
Your CRM has everything: contacts, activities, emails, notes, history. But when you need to prep for a call in 5 minutes, none of it is accessible. You're clicking through tabs, scrolling through timelines, piecing together context from 6 different views.
Einstein and Agentforce promise to fix this. They cost $75-150/user/month, require Data Cloud, and take months to deploy. Most mid-market teams never get there.
Ask DealSage about any deal and get a complete picture: recent activity, stakeholder map, risk signals, and recommended next steps. All synthesized from your existing Salesforce data.
Walking into a call? DealSage pulls the account history, recent emails, open opportunities, and key contacts into a single briefing. No more tab-switching panic.
Deals go dark. Close dates slip. Champions leave. DealSage watches your pipeline and flags the deals that need attention before they become surprises on the forecast call.
Connect your Salesforce org with OAuth. DealSage starts reading your data immediately. No admin configuration, no Data Cloud prerequisite, no professional services engagement.
Authorize your Salesforce org. DealSage syncs your opportunities, contacts, activities, and account data securely.
Talk to DealSage like a colleague. "What's happening with the Acme deal?" "Who should I follow up with today?" "What deals are at risk this quarter?"
Act on insights, not instincts. DealSage gives you the context to move deals forward with confidence and close the ones that matter.
Built for sales teams who want AI intelligence without the enterprise price tag or the six-month implementation. Your deals, decoded.