Signal
Deal risk, with the reason
Each deal read against its email, meetings, support cases and the customer’s usage: gone quiet, one contact only, no decision maker, or an escalation open.
Enterprise AI · AI for sales · Pipeline clarity
Know what in your pipeline is real.
Deal risk with the reason behind it, activity that really reaches the CRM, and a weekly review ready before the meeting, with every change waiting for a yes.
Updated
What does pipeline clarity mean?
Knowing which deals in your pipeline are real. Most pipelines hold deals that went quiet weeks ago, close dates nobody has touched, and activity that never reached the CRM. AI can read the email, calls, support cases and usage around each deal and say plainly which ones are moving and which are not.
- Deal riskQuiet, single threaded or escalated, flagged with the reason.
- Activity capturedCalls and emails landed as CRM records.
- The weekly reviewWhat moved, slipped and stalled, before the meeting.
- Clean recordsDuplicates, gaps and stale dates fixed with a yes.
Why pipelines blur
From our research, why sales forecasts miss.
- 76%of CRM users say less than half their CRM data is accurate and complete, in Validity’s vendor survey.
- 40%of a seller’s week goes to selling, in Salesforce’s 2026 State of Sales. The rest goes to everything else.
- 60%of sales and finance leaders are unsure where their pipeline data comes from, in Xactly’s vendor survey.
- 44%of sales leaders name poor data quality as a top barrier to analytics, in Gartner’s survey.
What we build
On your CRM, with every change to a record waiting for the rep’s yes.
Capture
Activity into the CRM
Calls, emails and meetings landed as CRM records, so the activity a forecast reads is really there, and field updates drafted for the rep to confirm.
Review
The weekly pipeline review
For each rep, what moved, what slipped and what is stuck, with the evidence, ready before the meeting.
Hygiene
Clean records
Duplicate accounts, missing fields and close dates in the past found and fixed in one pass, each change shown before it is made.
Security
It works inside your rules.
It reads your CRM and the systems around it with the access your people already have. How we handle your data
- Your CRM’s permissionsEach rep sees only the accounts and deals they can already see.
- A person approvesNo record changes without the rep’s yes.
- Evidence shownEvery flag says why, with the emails, cases or usage behind it.
- On the recordEvery suggestion and every change is kept, with who approved it.
How it starts
One team first, on real deals, before the next.
- 01A working callYour CRM, where the pipeline misleads you, and what reps spend their time on.
- 02Connect the signalEmail, calendar, support and usage joined to the CRM, with permissions intact.
- 03One team firstDeal risk and the weekly review for one team, checked against what closes.
- 04Then every teamAdded once the first has proven it, team by team.
Where to go next
Questions
Will reps have to enter more data?
Less. Calls, emails and meetings become CRM records on their own, and updates are drafted for the rep to confirm with one click.
Will it change our CRM without asking?
No. Every change is shown first and made only with a person’s yes, and every change is kept on record.
Which CRM does it work with?
The one you run. Salesforce, Microsoft Dynamics 365 and HubSpot each have their own way in, and we work through it.
What does it cost?
It depends on your systems and how many teams. We say it in writing after the first call.