Help Center

Getting started

To begin, upload the transcript of one sales call. Use + New Transcript at the top of the Pipeline, choose the company and country the call belongs to, and drop in a PDF, DOCX or TXT file, up to 10 MB. DealPulse analyses that one conversation and gives you a first read straight away. That is the whole first step: one call in, a straight answer out. From there you add follow-up calls and the deal builds over time.

The two building blocks: calls and deals

These two words mean something specific in DealPulse, so it is worth getting them straight first.

A call is one conversation with a prospect. You upload its transcript and DealPulse analyses that single conversation on its own.

A deal is one opportunity with a company, built up from all of its calls. When you upload a follow-up call, DealPulse attaches it to the same deal, so the picture accumulates over time rather than starting fresh each time. One deal, many calls.

What happens when you upload a transcript

DealPulse reads the transcript and produces two things. A Call Summary covers only that one conversation: what happened, what is new, what changed, what was agreed. A Deal Summary is the running story of the whole deal across every call. The Call Summary is the latest chapter; the Deal Summary is the book.

Adding follow-up calls

When you have another call with a company you have already loaded, open that deal and use Add a call transcript. DealPulse attaches the call to the same deal and carries over the company and country for you, so everything stays on one timeline. If you upload from + New Transcript instead and DealPulse spots a likely match, it asks whether to attach the call to the existing deal or start a new one, so a follow-up never quietly becomes a duplicate.

Signals: what we look for in a call

DealPulse looks for seven signals, and confirms each one only when the transcript explicitly shows it. A signal is never assumed from tone or job title.

• Problem — a real business problem the prospect confirmed.
• Impact — that problem is hurting operations in a concrete way.
• Budget — money is confirmed to be available for it.
• Authority — someone who can actually decide is involved.
• Process — an active buying process is under way.
• Momentum — the prospect's own side is pushing this forward.
• Next step — a concrete next step was agreed.

Progression signals: how far it has moved

The seven signals above tell you whether a deal is real. A second, smaller set tells you how far it has actually moved, and DealPulse confirms each one only when the transcript shows it:

• Solution presented — you have put a specific solution in front of them, not just talked in the abstract.
• Pricing discussed — real numbers for this initiative have been talked about, not a vague ballpark.
• Commercial objection — they have pushed back on price or terms.
• Contract engaged — a contract or order for this work is genuinely in motion, not just an NDA or early paperwork.
• Timeline committed — a real date or deadline has been agreed.

These show as a separate group on the deal, and they are what carry it up the later stages: proposal, negotiation and beyond.

Getting the most from it: ask the questions

DealPulse can only confirm what the conversation actually contains. When a signal is missing, it usually means the question was not asked, not that the answer was no. So the analysis is only ever as good as your discovery. On the call, draw out the problem and what it is costing, find out whether budget exists and who really decides, understand how they buy, and agree a concrete next step. Ask well and the signals appear on their own. It helps to think of DealPulse as a mirror held up to your calls: it rewards a real conversation, and quietly exposes a thin one.

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 field in a CRM. Deals move up this ladder as the signals accumulate:

1. No opportunity — the client said there is nothing to solve or nothing to fund; this is stated on a call, never assumed from what we have not confirmed 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 surfaced something that has genuinely killed it. See blockers below.

Blockers: what holds a deal back

Where signals move a deal forward, a blocker is a fact from the calls that stands in its way. DealPulse records one only when the transcript actually states it, never on a hunch, and it stamps the call the blocker first appeared on, so you can see how long a deal has been carrying it.

Blockers come in two strengths, and this is what 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 regulatory approval, or simply the wrong timing. This holds the deal at Pause.
• Deal-ending — the fact kills the deal: no real need, no budget at all, or the prospect is locked to another vendor. This moves the deal to Stop investing.

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

Risks: what a deal is carrying

Alongside blockers, DealPulse notes softer risks a deal is carrying: things from the calls that do not stop a deal but are worth keeping an eye on.

• Vendor competition — a competing vendor is in the picture.
• Vendor selected — the prospect already leans towards another vendor.
• Implementation skepticism — there is doubt about whether a solution will actually work.
• Direction locked — a direction was locked in before you arrived.
• Internal bias — someone inside has a strong preference of their own.

A risk does not move a deal to Stop investing the way a deal-ending blocker does. It is context, surfaced so nothing important stays buried, and like everything else it is taken only from what the transcript says.

The recommendation: Keep, Pause or Stop

For each deal DealPulse gives one plain recommendation:

• 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. Revisit it.
• Stop investing — the calls themselves show the deal is dead.

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 title. A confirmed decision-maker is what lets a deal qualify as a Keep investing, so keeping this accurate matters. You edit people in Edit lead details on any deal.

Editing lead details

Every deal carries details you own: the company name, the country (required when the deal is created), and the people on the calls with their decision-maker status. Open Edit lead details on any deal to change them. If a company was named oddly, a country needs setting, or a person’s authority needs confirming, this is where you put it right, and your version is the one DealPulse uses from then on.

Recording the outcome: Won or Lost

Keep, Pause and Stop are the live verdict while a deal is in play. When a deal actually closes, record the outcome: mark it Won or Lost. Closing often happens off the call, so DealPulse leaves this to you rather than guessing. A recorded outcome moves the deal out of your active pipeline and feeds the Reports, so the numbers reflect what really happened.

Archiving

Archiving takes a deal off your active board without deleting anything. You can archive any deal yourself at any time, and recording an outcome archives it for you. Turn on Show archived in Pipeline to see them, and restore any of them to the active board.

You can also have it happen on its own. In Settings → Auto-archive, choose how long a deal you have marked Stop investing stays on the board before it is archived: 30, 60 or 90 days, or Never to switch it off. The clock starts when you mark the deal Stop investing, not when the deal was created, and only your own decision counts. A deal you restore by hand is never auto-archived again.

Reports: your whole pipeline at a glance

Where a deal answers "is this one worth it?", Reports answer "how healthy is the whole pipeline?". Reports become available once you have 20 analysed calls, because below that there is not enough evidence for the figures to mean anything. Until then the section is not shown.

1. Pipeline Performance — how the pipeline is doing, before it says where it hurts.
2. Immediate Actions — what to do now: DealPulse's own verdicts first, observations second.
3. Pipeline Quality — how much of what you are carrying is genuinely real.

Every card can be opened to show the opportunities it refers to. As with everything else, every figure traces back to what was said on calls. No scores, no probabilities.

You are in control, correct anything

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.

Credits

Analysing one call uses one credit. Uploading a follow-up call on an existing deal is another analysis, and so another credit. Your remaining balance is shown in Settings, under Plan & usage.

Refunds and cancelling

Fees are non-refundable. Cancelling stops the next payment rather than returning the last one: you keep the month you have already paid for, and your account, your history and any packs you hold stay with you afterwards. You can cancel from inside DealPulse at any time.

Packs never expire while your account exists, whether or not you subscribe. If you ask us to delete your account, the credits you still hold stay available during the 30-day recovery period, and expire when the deletion becomes permanent.

Your data, privacy and consent

Your transcripts are processed only to produce your own analysis, and are never shared with other users. Everything runs on EU-hosted infrastructure. The uploaded file is removed once it has been analysed; the summaries and signals it produces are saved to your workspace. Analysis is generated by an AI model working strictly from the transcript you provide, and that provider does not use your data to train its models.

You stay in control of your data: you can export it to CSV at any time from Settings, and if you close your account it enters a 30-day deletion window, after which your personal and application data is deleted or anonymised.