AI Features

Power your entire workflow with AI

Auto-fill deal data, summarize histories, ask questions in plain English, and let AI handle the admin work.

DealFlow's AI reads your emails, extracts deal data, and surfaces the insights you need — so your team can focus on selling, not data entry.

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AI Deal Summary

TechCorp Enterprise License is in the Proposal stage, valued at $48,000. Last activity was a discovery call on Jun 3 where budget was confirmed. Key stakeholders are Sarah (VP Sales) and Mike (CTO). 2 pending tasks: send contract, schedule legal review. Close probability: 78%.

Ask AI: "Which deals are most at risk of closing this month?"

Auto data entry

AI scans your emails and automatically fills in deal fields — company, title, deal size, and more.

Instant deal summaries

Get a full history of any deal in seconds. Never go into a meeting unprepared again.

Deal Q&A

Ask plain-English questions: "Which deals haven't had activity in 2 weeks?" Get instant answers.

Magic columns

Real-time AI-computed data points on every deal — predicted close date, sentiment, risk score.

AI that actually saves you time

AI deal summaries on every record
Auto data entry from email content
Plain-English pipeline Q&A
Magic columns (AI-computed fields)
Deal close probability scoring
Contact enrichment from emails
AI pipeline builder (describe → build)
20–500 AI credits/user/month
ChatGPT & Claude integration
Formula columns with natural language