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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:
- Qualification signals answer "is this deal real?": a confirmed problem, its operational impact, decision authority, an active buying process, internal momentum, and an agreed next step.
- Progression signals answer "how far has it moved?": solution presented, pricing discussed, commercial objection, contract engaged, and a committed timeline.
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:
- No opportunity — nothing real to pursue yet.
- Early exploration — a problem is surfacing; still learning.
- Active scoping — working through what a solution looks like.
- Proposal — a proposal is on the table.
- Negotiation — terms, pricing and commercials are being agreed.
- 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:
- Freezing — the deal cannot move right now but is not lost: a budget or decision freeze, an acquisition in progress, waiting on approval, wrong timing. The deal holds at Pause.
- Deal-ending — the fact kills the deal: no real need, no budget at all, or the prospect is locked to another vendor. The deal moves to 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
- Keep investing — a confirmed decision-maker, a real problem with operational impact, and the deal is moving. Worth your time.
- Pause — not enough is confirmed yet, or the deal has gone quiet. Not dead, but not earning your attention right now.
- Stop investing — the calls themselves show the deal is dead.
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:
- Pipeline Health — how much of your pipeline is genuinely real.
- Revenue Leakage — where deals stop progressing and slip away.
- Effort & Focus — where your calls and time are actually going.
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.