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How DealPulse works, explained plainly

Getting started

Upload a sales call transcript from any recorder or note taker that exports text. Each call attaches to the deal it belongs to, so a deal builds one timeline across all its calls. From there, DealPulse keeps the deal's state current: what is confirmed, what is missing, and what it recommends you do next.

Signals: the evidence a deal is real

DealPulse tracks two families of signals, and only marks one confirmed when the conversation actually supports it:

Stages: how far the conversation has moved

A stage reflects how far the conversation itself has progressed, inferred only from the calls, never from a date or a CRM field. Deals move up the ladder as signals accumulate:

  1. No opportunity — nothing real to pursue yet.
  2. Early exploration — a problem is surfacing; still learning.
  3. Active scoping — working through what a solution looks like.
  4. Proposal — a proposal is on the table.
  5. Negotiation — terms, pricing and commercials are being agreed.
  6. Qualified — the strongest position: a real, moving, decision-ready deal.

A deal is marked Blocked instead if the calls surface something that has genuinely stopped it.

Blockers: what holds a deal back

A blocker is a fact from the calls that stands in a deal's way. DealPulse records one only when the transcript states it, never on a hunch, and stamps the call it first appeared on. Blockers come in two strengths, and this decides Pause versus Stop:

This is how DealPulse stops a dead deal from quietly looking healthy: one confirmed deal-ending fact outweighs any number of positive signals, and the exact quote is kept so you can check it.

The recommendation: Keep, Pause or Stop

DealPulse reasons only over what is in the transcripts. It will never overreach to a Stop, because your real reasons to stop often live outside the calls. Its job is to make sure a dead or stalling deal never quietly hides on your board. The final call is always yours.

People and the decision-maker

DealPulse detects who was on each call, then asks you to confirm, for each person, whether they can actually make the decision: yes, no, or not sure. Authority is your judgement, not something guessed from a job title. A confirmed decision-maker is part of what lets a deal qualify as a Keep. You edit people in Edit lead details on any deal.

Reports: your whole pipeline at a glance

Where a deal answers "is this one worth it?", Reports answer "how healthy is the whole pipeline?". A weekly read fronted by an Executive Summary:

Every figure traces back to what was said on calls. No scores, no probabilities.

You are in control

DealPulse reads the calls, but you decide. If a verdict, a stage or a person looks wrong, change it. Your corrections are treated as the truth. One trusted deal at a time is how the whole picture stays trustworthy.

Stuck, or found something that looks wrong? Contact us or report a bug. During the pilot, every report lands directly with the team.