Capture
Seamlessly integrate with your existing online forms and inbound processes.
Automation you can trust
Turn messy intakes into clean CRM updates.
Connect intake, documents, and your CRM. Stop retyping. Start deciding.
Reduce hours of manual work to minutes of automation.
Capture • Summarize • Update CRM • Keep context
Works with
How it works
Capture, Assess, Sync — three steps.
Orchestrate intake, scoring, and writeback across every system in your CRM stack.
Assess
Generate scores, memos, and regulatory flags with clear rationale.
Sync
Write back into CRM with audit trails and optional approval gates.
CRM Automation
One workflow across every platform.
Designed around your CRM process with transparent rationale and clean writeback.
Intake → CRM
Convert inbound pitches into structured and analysed CRM updates.
Explainable Scoring
Rank opportunities with transparent rationale and confidence.
Risk & Compliance Flags
Surface regulatory and operational risks early in the workflow.
Writeback, No Data Loss
Append-only notes, run IDs, and audit trails protect context.
Outputs per run
- Initial assessment + screening memo
- Score breakdown with rationale
- Regulatory flags + diligence checklist
Data integrity controls
- Idempotent writeback payloads
- Append-only CRM notes
- Optional approval gates
No data loss
Approval gates
Audit trails
EU/UK ready
Built For CRM Ops
Automation that makes every CRM tool act as one.
Built by operators who have lived the handoff chaos between systems.
DealSense is designed for ops-led teams that need clean CRM data, fast qualification, and fewer admin cycles.
We connect intake, documents, scoring, and writeback so analysts and RevOps spend time on decisions, not rekeying data.
Ops‑led
Designed for CRM-heavy teams with complex intake and review steps.
Integration‑first
Fits into your existing process with no heavy lift or brittle custom glue.
Audit‑friendly
Clear outputs, evidence links, and run IDs for traceable updates.
AI‑assisted
Summaries, scoring, and next steps are generated with explainable rationale.
Pricing & Trial
Pilot designed around your CRM stack.
Book a 20-min walkthrough and we’ll send an integration pilot plan within 24 hours.
Pilot / Request details
Custom CRM integrations, writeback rules, and onboarding included.