For much of modern history, managing sales opportunities has been largely reactive.
Sales professionals focused on understanding the specifics of a deal only after engaging with customers.
Today, the approach to managing deals looks very different.
With deal intelligence, businesses can analyze data related to sales opportunities and make data-driven decisions, optimizing their existing sales strategies to improve their chances of closing deals. According to Salesforce, sales teams using AI are 1.3x more likely to see revenue increase.
But what exactly is deal intelligence, and which tools can help your business implement it? Let’s find out.
What is Deal Intelligence Software?
A deal intelligence software collects and analyzes data related to sales opportunities (deals) to help you make informed decisions to optimize sales strategies and increase win rates.
Top Deal Intelligence Software to Consider
Software
Type
Best Fit For
Top Features
MeetRecord
Conversation Intelligence & Revenue Intelligence
SMBs, early mid-sized businesses, and mid-sized businesses
Synthesized call summaries, real-time deal tracking, alerts for at-risk deals
Rattle
Call and Meeting Intelligence
Enterprise
Deal execution summaries in Slack/Teams
Clearbit
Lead Intelligence
Enterprise
Lead enrichment with 100+ attributes
Outreach.io
Outreach Automation
Enterprise
AI workflows for task prioritization
Pipedrive
CRM & Lead Qualification
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Visual sales funnel, AI insights
HubSpot Sales Hub
Sales Enablement
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Centralized lead management
Consensus
Demo Intelligence
Enterprise
Personalized on-demand demos
Proposify
Deal Intelligence & Proposal Management
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Document automation
Price2Spy
Pricing and Discount Analytics
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Competitor price monitoring
DocuSign
E-Signature & Deal Finalization
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Real-time document tracking
SmartKarrot
Customer Success Intelligence
SMBs, early mid-sized businesses, mid-sized businesses, Enterprise
Renewal management
1. MeetRecord
Sales leaders struggle with a lack of centralized tools to track and analyze sales training materials or get real-time insights into their team’s performance. They become overwhelmed by the inability to see which strategies are working or how different deals are progressing.
If you are facing these challenges, MeetRecord will change these for you by offering conversation intelligence and revenue intelligence solutions.
With MeetRecord’s revenue intelligence solution, you get immediate access to synthesized call summaries so that you can quickly understand key takeaways, track adherence to sales scripts, and identify areas for improvement without having to manually analyze every interaction.
You can even track key metrics like speaking time, longest monologue, and the number of questions asked during customer interactions. It ensures your team is following the sales script and provides personalized recommendations to improve outcomes. You no longer need to spend hours analyzing calls because MeetRecord does it for you.
MeetRecord helps you track the progress and health of deals in real-time. You will receive alerts if a major deal is under threat so that you can act before it’s too late.
Pricing:
Plan
Price
Ideal for
Professional
Starts at $39/user/month
AI-powered call summaries, performance tracking, coaching tools, and 6 months of data retention.
Business
Starts at $59/user/month
Advanced deal intelligence, customizable note-taking, alerts, and 1-year data retention.
Enterprise
Custom Pricing
Custom dashboards, integrations, advanced analytics, dedicated support, and 3 years of data retention.
Pros:
Managers can provide feedback on call performance and build a library of best practices from recorded calls.
Reduces manual note-taking by syncing meeting notes directly into the CRM system. It automatically integrates AI summaries and recaps directly into HubSpot.
Expedites onboarding by helping new hires to listen to pre-recorded sales calls and understand customer challenges faster.
Helps sales leaders to oversee and assess remote teams' performance without attending every meeting.
Records meetings in high quality and makes it easy to review and share with clients or team members.
Cons:
MeetRecord offers a 14-day free trial, after which users must commit to a paid plan. There is no free plan available for users who only need basic features.
MeetRecord’s features and pricing structure are geared towards businesses and teams rather than individual users. Solo professionals such as consultants, freelancers, and podcasters will find the platform unsuitable due to its focus on collaboration and enterprise-oriented features.
Testimonial:
“Managing a remote team of Sales leaders using MeetRecord allows me to spot check each of my people's meetings with prospects / clients. I do not have the time to join every meeting with every team member. MeetRecord allows me to quickly review meetings to provide positive comments, areas for improvement, and build a library of recordings others can learn from.”
Rattle is a Call and Meeting Intelligence tool to help sales managers and revenue teams improve performance, maintain pipeline visibility, and achieve quotas. Its Deal Execution feature provides concise call summaries directly in Deal Rooms so that sales managers stay informed about ongoing deals without having to listen to every call. With Workflow Efficiency, Rattle automates report delivery to platforms like Slack or Teams so that managers can instantly retrieve performance data and respond quickly to inquiries from leadership.
Pricing:
Rattle does not reveal public pricing. Some sources suggest that the average cost of Rattle is about $26,000 annually, and the maximum price can reach up to around $111,000, which implies that it is software for enterprise businesses.
Pros:
Rattle is incredible for automating mundane tasks, creating and sharing real-time updates with stakeholders and end users around the entire business, and keeping your data clean.
Integrates easily with Salesforce and Slack to automate repetitive tasks such as logging calls and updating Salesforce records.
Users receive instant updates about customer interactions and sales activities directly in Slack.
You can use Rattle to log calls and keep a report of your day-to-day efforts.
Cons:
Some users report that Slack boards can take a long time to load or switch between. This delay can disrupt productivity, especially for users relying on real-time updates.
If not configured thoughtfully, Rattle’s notifications can flood Slack channels with excessive updates, creating noise and reducing focus.
Testimonial:
“We've been using Rattle for about a quarter now and it's one of the few Slack extensions I use multiple times a day. I really appreciate the time savings through the automated creation of Slack deal win rooms that pull in the opportunity summary and notes.”
Clearbit is a Lead Intelligence tool to help businesses with lead qualification, scoring, and routing processes. It uses over 100 B2B data attributes, such as company size, industry, job title, and intent signals, to instantly enrich and qualify leads. Clearbit also helps businesses to route leads automatically to the right team members based on criteria like location or industry, so that no opportunity is missed.
Pricing:
Clearbit does not reveal public pricing. Some sources suggest that Clearbit pricing is influenced by company headcount and ranges from $17,100 to $42,500 for businesses with a headcount of 200 and from $45,000 to $80,700 for companies with over 1,000 employees, which implies that it is software for enterprise businesses.
Pros:
Use Clearbit to extract the prospects' email IDs. Search for the name of any company, and Clearbit will help you extract the email IDs of the persons working in the same company.
Clearbit allows you to instantly enrich your form conversions with just an email address, allowing you to ask additional qualification questions instead of the information you need for routing. All of this while increasing our speed-to-lead.
Real-time Slack alerts provide sales teams with contextual and relevant account level information on how their prospecting is working to drive engagement to the website.
Cons:
Sometimes, Clearbit fails to provide the exact email address as the data uploaded on their website is somehow 2-3 years old.
For smaller businesses, the tool’s pricing may outweigh its perceived benefits.
Testimonial:
Clearbit has streamlined the process of identifying and comprehending our target customer segments. The information supplied by Clearbit has been crucial in tailoring our outreach efforts and securing more deals. Its user-friendly interface and reliable data have made it a valuable asset to our technology arsenal.
Outreach is an Outreach Automation tool designed to help sales teams with AI workflows that improve productivity. The software helps sales professionals stay organized and prioritize their work. With Outreach, they can easily see which tasks to tackle next, send personalized messages to potential customers at the right time, and follow up on deals that need attention.
Pricing:
Outreach’s does not provide public pricing, but some sources suggest that Outreach’s pricing starts at $100/user/month, and organizations can expect to pay anywhere from $20,000 to $50,000 annually, which suggests that it is a tool for enterprise businesses.
Pros:
Outreach helps reach a large number of prospects in a short amount of time, specifically by email.
Outreach helps simplify sales engagement by automating follow-ups, tracking customer interactions, and organizing outreach efforts. This results in increased efficiency, better pipeline management, and improved sales performance.
Outreach provides data on open, click, etc. metrics for each email/sequence to help improve your outreach efforts.
Cons:
Some users find the pricing of Outreach to be higher compared to alternatives.
There are some functionalities that don't work as well as they should. For example, being able to edit steps of a sequence when emailing, having a small drafting window, and syncing activity.
Testimonial:
Outreach is aesthetically pleasing to work in. I love how easy it is to move from one call to the next. Updates to the platform seem consistent. I appreciate that they are working to make it better. I love that it integrates with Salesforce and Orum, two other apps in our sales stack.
Pipedrive is a user-friendly CRM and lead qualification tool to simplify sales processes and help teams focus on what matters most: closing deals. Pipedrive’s lead qualification tools help users create custom fields and customize the CRM to collect sales data specific to their business. By linking products or services to deals, teams can track negotiations and make data-driven decisions. Advanced sales metrics, real-time reports, and AI insights help users analyze their sales funnel, set goals, forecast revenue, and monitor team performance.
Pricing:
Plan
Price
Features
Essential Plan
$12 per seat/month
For SMBs with basic sales needs setting up simple sales processes.
Advanced Plan
$24 per seat/month
Aimed at SMBs and early mid-sized businesses needing email sync, automation, and scheduling features.
Professional Plan
$49 per seat/month
Best for mid-sized businesses with advanced requirements.
Power Plan
$59 per seat/month
Targets mid-sized businesses and enterprise businesses with larger teams needing project tracking, permissions control, and 24/7 support.
Enterprise Plan
$79 per seat/month
For enterprise businesses with complex security needs.
Pros:
If you use Gmail or Slack, it integrates easily, and with Gmail, you can create or amend Pipedrive directly from within Gmail using a Chrome extension.
Visual funnel representation with the individual phases (target, opportunity, offer, etc.), which can be customized depending on the company funnel and provides a clear overview of the sales processes. This gives a better idea of how much revenue can be generated in each phase so that your attention can be focused accordingly.
Grid view makes it easy to see all deals, including the deal amount and the stage at which they are located. The forecasting view is great for seeing when you are anticipating closing and what your pipeline looks like for the future.
Cons:
Users report occasional bugs, such as inbox buttons failing to load properly, drafts not disappearing after being discarded, and shortcuts that don’t always function (e.g., pressing "a" to create an activity).
Users cannot link the same contact to multiple companies, which can create inefficiencies in data management.
Testimonial:
Its user-friendly design is one of my favorite features because it allows my team to easily track leads, prioritize opportunities, and update lead status. Its ability to automatically follow up with contacts in your email and convert them to accounts is great. An excellent customer relationship management system focused on marketing and sales is Pipedrive, which is easy to use and allows users to easily personalize emails with contact or company names. It also makes it easy to follow up with customers and leads thanks to its visually appealing design.
HubSpot Sales Hub’s Lead Management & Prospecting workspace helps teams manage leads, assign tasks, and track sales activities in one centralized location so that no opportunity is overlooked. Sales Hub’s deal management feature include Playbooks, Meeting Schedulers, and Quote Software that helps reps close deals faster by eliminating manual processes.
Features like Call Tracking, Document Tracking, and customizable Deal Pipelines help teams stay organized while sales leaders get full visibility into pipeline performance and sales activities through Analytics & Reporting. Advanced tools like Forecasting and Conversation Intelligence help teams predict revenue more accurately and improve coaching by analyzing customer interactions.
Pricing:
Plan
Price
Features
Sales Hub Starter
$15/month
Targeted at SMBs with simple sales needs, such as managing basic sales cycles and improving close rates.
Starter Customer Platform
$12/month
For SMBs needing foundational CRM, marketing, and sales tools.
Sales Hub Professional
$90/month/seat
Suited for early mid-sized businesses and mid-sized businesses that are scaling their sales processes.
Sales Hub Enterprise
$150/month/seat
Ideal for enterprise businesses with complex sales operations.
Pros:
The visual pipeline view (e.g., Kanban view) provides a clear overview of deals at different stages, which makes it easier to prioritize leads and manage the sales cycle.
Users can create custom dashboards for personalized lead tracking and reporting.
It provides AI features, such as email writing assistance, to improve your sales team’s productivity.
The support team is highly responsive and willing to go the extra mile to resolve issues. The tool also provides extensive documentation for self-help.
Cons:
Many useful features, such as automation and reporting, are only available in higher-priced plans, which makes the tool expensive for small businesses compared to competitors.
While the basic features are user-friendly, some advanced features, such as setting up automation or sequences, are complex and require significant effort and time to master.
Testimonial:
We are able to get a very clear view of entire pipeline of customers, easily helps in managing the customer engagements with the help of automated emails & sequences. They have a great support team in case of any issues they are always willing to go lengths to assist.
Consensus is a Demo Intelligence platform that helps businesses close more deals faster by using interactive, buyer-led product experiences. It provides Personalized Demos on Demand so that buyers can engage with personalized product tours that highlight the most relevant features and solutions for their needs. Consensus also delivers Fully Actionable Intent Data to give teams insights into buyer engagement metrics, such as the number of demo views, stakeholder involvement, and buyer focus areas.
Pricing:
Consensus does not provide public pricing. Its pricing is based on role and license quantity. Some sources reveal that Consensus is an expensive enterprise software with access to all its advanced features that starts from $12,000 a year.
Pros:
Consensus helps sales teams to provide tailored, self-service demos to clients for a personalized experience.
It supports video playlists and pre-recorded demos for quick delivery of value propositions to clients without scheduling live sessions.
Built-in analytics track how prospects engage with demo content, such as time spent viewing videos or specific sections. These data help sales teams improve outreach strategies.
By automating repetitive demos, Consensus helps sales teams focus on qualified leads and reduce time spent on unqualified prospects.
Cons:
While user-friendly for basic functionality, the software requires time to master advanced features like tailoring demo boards and using analytics.
Users cannot currently send multiple demos to the same customer in a single action, requiring repetitive input for each demo. This adds unnecessary manual effort when managing multiple demo requests.
Testimonial:
In a world of scaling businesses and the ability to do more with less, Consensus shines among the best in the industry. It allows me to automate many of my out-of-the-box demonstrations allowing me to scale my sales business. Automate, enabling me to do more with less.
Proposify is an advanced Deal Intelligence and Proposal Management tool that helps sales teams create, manage, and close deals. The software’s Document Automation feature simplifies proposal creation by automating repetitive tasks and eliminating errors so that sales teams to focus on building client relationships.
Interactive Quotes improve client engagement by helping them to approve proposals quickly and accurately, while Contract Management provides team collaboration, review, and signing of agreements directly within the tool. The addition of E-Signatures & Payments provides a secure and legally compliant way to finalize sales documents.
Pricing:
Plan
Price
Key Points to Know
Basic Plan
$19/month
For SMBs or small teams with basic proposal and contract management needs.
Team Plan
$41/month
Best suited for early mid-sized businesses with growing teams.
Business Plan
$65/month
For mid-sized businesses or small enterprises with 10+ users.
Pros:
Proposify simplifies proposal creation with user-friendly templates and drag-and-drop features. Once a template is set up, you can reuse it to save significant time for recurring or similar proposals.
Proposify helps users create visually appealing proposals using images, shapes, colors, and videos to provide a professional and personalized experience for clients.
Built-in tracking features notify users when proposals are opened, and highlight which sections receive the most attention.
Direct integration with CRMs allows data to be pulled into proposals and updates the CRM automatically when proposals are won or lost.
Cons:
Users have limited control over which fields are imported from CRMs. This reduces flexibility when tailoring proposals to unique client requirements.
Copy-pasting text from Word documents into Proposify results in formatting issues.
Testimonial:
What I like best about Proposify is its intuitive design and extensive customization options. The platform makes it incredibly easy to create polished, professional proposals that stand out. The ability to track client interactions and see which sections are getting the most attention is a game-changer, helping to refine and improve proposals over time. The collaboration features also make it simple for teams to work together seamlessly.
Price2Spy is an all-in-one solution for pricing and discount analytics to monitor, analyze, and optimize pricing strategies.
Price Monitoring helps users to easily track competitors’ prices and offers a clear view of where they stand in the market. Instant or daily Price Change Alerts notify businesses of fluctuations in pricing or stock levels. With Historical Reporting, users can monitor pricing trends over time to understand how competitors adjust their strategies. The Pricing Analytics module provides in-depth data analysis.
Pricing:
Plan
Price
Features
Basic Plan
$157.95/month for 2,000 product URLs
Geared towards small businesses that need basic tracking for a limited number of product URLs and competitors.
Premium Plan
$315.95/month for 2,000 product URLs
For mid-sized businesses or early mid-sized businesses requiring advanced features like API access, capturing additional data, and a higher stealth traffic limit.
Enterprise Plan
Custom Pricing
For enterprise businesses with large-scale pricing intelligence needs and complex requirements for advanced integration and customization.
Pros:
Price2Spy monitors competitor pricing strategies accurately and provides real-time updates on price changes.
Its alerts notify users of price changes for a timely response to market shifts.
The tool’s pricing caters to businesses of all sizes, from small enterprises to larger organizations, with features like dynamic pricing rules and competitor product tracking.
Cons:
The cancellation process requires a 30-day advance notice and formal approval, which, to some users, is restrictive and inconvenient.
The number of websites that can be monitored is limited per pricing plan, which restricts businesses needing broader coverage.
Testimonial:
We have had very good experiences with this price tool. It helps us to keep an overview of the market in various sectors and reports price changes quickly and reliably. Customer service responds quickly and reliably.
DocuSign helps businesses save time and money by speeding up contract execution so that deals are signed promptly to keep operations moving. The platform adheres to global standards, such as ISO 27001, PCI DSS, and SOC 1 & 2, to provide a trusted and secure environment for document management.
Sales teams benefit from DocuSign by accelerating the sales agreement lifecycle and reducing administrative burdens. With tools to automate workflows, generate templates, and collaborate in a central location, sellers can focus on closing deals rather than managing repetitive tasks. Features such as renewal alerts, CRM-linked agreement storage, and automated approvals make the entire deal closure process faster and simpler.
Pricing:
Plan
Price
Ideal For
Personal Plan
£8/month
For individuals and sole proprietors with basic eSignature needs.
Standard Plan
£20/month per user
Best for SMBs needing collaborative tools for sending, signing, and sharing agreements within a team.
Business Pro Plan
£33/month per user
Ideal for early mid-sized businesses and mid-sized businesses looking to automate and optimize agreement processes.
Enhanced Plans
Custom Pricing
For enterprise businesses with complex eSignature and identity access management (IAM) needs.
Pros:
Tracks document status in real-time and shows who has signed, viewed, or completed the document.
It is a secure tool for handling sensitive documents and provides compliance in industries like legal and finance.
Suitable for businesses of all sizes, from small startups to large enterprises, which makes it an important tool for organizations with frequent document-signing needs.
Automates contract management and reduces wait times for contract completion to speed up operations.
Cons:
Subscription fees for advanced features like branding are expensive for smaller businesses.
Cannot bulk update customizations like branding across documents.
Testimonial:
I really like that it is very easy to use, you have a lot of fonts to use with a great variety of templates to use. You can also send people documents to sign directly from the app, just add their email and a message and you can get their signature in a document online when needed. You have a lot of personalization for your profile so you can be easily recognized when sending signature requests. Tried customer support and they do have a bot with some answers if you need support.
SmartKarrot is a Customer Success Intelligence platform that helps teams to manage, retain, and grow their customer base. Core features include Renewals for renewal management, Account Expansion to identify and close new opportunities, and Adoption tools to improve customer usage and sentiment.
Pricing:
Plan
Price
Ideal For
Basic Plan
$15,000/year
Suitable for SMBs and early mid-sized businesses setting up foundational customer success operations.
Growth Plan
Custom Pricing
For early mid-sized businesses and mid-sized businesses looking to improve and track customer success processes.
Pro Plan
Custom Pricing
Ideal for mid-sized businesses scaling their customer success processes.
Enterprise Plan
Custom Pricing
Targeted at enterprise businesses looking to maximize customer success potential.
Pros:
Flexible solutions that can adapt to non-standard processes and large Books of Business (BoB).
It is a scalable platform suitable for both small businesses and mid-market enterprises.
Consolidates customer data and provides a single platform to track tasks, activities, and health scores.
Tools for surveys and marketing campaigns help gather customer feedback and measure satisfaction.
Cons:
The abundance of features in a single platform can feel overwhelming, especially for users who prefer simpler interfaces.
The initial setup can be difficult, especially for organizations with large customer bases or complex systems.
Testimonial:
Smart Karrot offers an excellent solution for managing client onboarding and tracking the health score of clients. The ability to effortlessly track tasks, mark touchpoints, and create action points is indeed a cool feature. It makes managing workflows more efficient, ensuring that no important client interactions are overlooked.
Key Features to Look for in Deal Intelligence Software
Centralized Deal Management: Look for a platform that consolidates all deal-related activities in one place, including buyer interactions, document management, and progress tracking, so that important information is organized and easily accessible to all team members.
Automated Data Capture: The deal intelligence software should be able to automate data entry tasks to reduce manual effort and the risk of errors and free up your team’s time for more strategic activities. Features like automated alerts and reminders will help ensure that important deadlines and follow-ups are not overlooked.
Predictive Analytics: Look for deal intelligence software that provides advanced analytics with real-time insights into deal progress and buyer behavior. Tools that monitor key metrics, such as active buyers and deal value trends, support data-driven decision-making.
Lead Scoring and Prioritization: Good software should help track and manage potential customers throughout the sales funnel, from first contact to conversion. Features like lead scoring, filtering of qualified prospects, and quick access to account and deal details are a must-have.
Integrations: A deal intelligence software that integrates with other tools, such as CRM systems, email platforms, and project management software, provides a holistic view of deal activities so that all stakeholders have access to up-to-date information and can collaborate throughout the deal lifecycle.
How to Choose the Right Deal Intelligence Tool for Your Business?
Understand Your Business Needs: Assess your sales processes to identify areas that require improvement, such as lead management, data analysis, or integration. Understanding these needs will guide you in selecting a tool that addresses specific challenges.
Look at the Key Features: Ensure the tool offers essential functionalities like centralized deal management, automated data capture, predictive analytics, lead scoring, and seamless integrations with your existing systems. These features are important in simplifying operations and improving productivity.
Evaluate Data Quality and Sources: The success of deal intelligence tools depends on the accuracy and reliability of the data they provide. Choose a platform that uses reputable data sources and has strong verification processes to maintain data integrity.
Scalability: Select a tool that can grow with your business and accommodate an expanding volume of data and users without compromising performance.
Customer Support: Responsive and knowledgeable customer support is important for addressing any issues that may arise. Opt for a provider that provides comprehensive support, including training and resources for smooth onboarding and ongoing assistance.
Pricing: Analyze the pricing structure to ensure it aligns with your budget while delivering the necessary features. Be mindful of any additional costs for upgrades or add-ons that will impact the overall investment.
User Reviews: Research feedback from current or previous users to get an understanding of the tool's real-world performance, reliability, and user satisfaction. This information will provide perspectives beyond marketing materials.
Integrating Deal Intelligence Software with Existing Systems: Compatibility with your current Customer Relationship Management (CRM) system and other tools is important for a smooth workflow. Ensure the deal intelligence software can integrate smoothly to improve data sharing and operational efficiency.
Conclusion
Your prospects have become more informed than ever, and expect sales teams to approach them with only personalized information. To meet these expectations, you must focus on how to collect, analyze, and apply deal intelligence data to close deals faster and improve win rates.
Now that you have explored some of the best deal intelligence tools available in the market today, it’s time to make your decision.
With MeetRecord, your sales team can access real-time insights from customer calls, track deal progress, and receive personalized recommendations to improve performance.
MeetRecord integrates with your existing tools to sync AI summaries and call notes directly into your CRM. It also provides real-time deal alerts so that you can focus on what matters most, which is closing deals.
Ready to see how MeetRecord can simplify your sales process? Book a demo today and experience it firsthand!
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