Everything you need to sell smarter
From methodology coaching to revenue tracking, Dealtact gives technical founders the tools and guidance to close more deals.
AI Sales Coach
Your AI knows your business, your deals, and your methodology. It coaches you proactively — surfacing risks, preparing meetings, drafting emails, and learning from every conversation.
- Deal health scoring (0-100) with risk levels
- Meeting prep briefings and talking points
- AI-powered email drafting
- Competitor analysis per deal
- Daily pipeline briefing with coaching insights
- AI note cleanup and pain point extraction
Methodology-Native Pipeline
Not just stages — a complete sales framework. Choose Consultative Selling, MEDDIC, Gap Analysis, Challenger, Sandler, or Founder Mode. Every stage has criteria, coaching prompts, and progress tracking. AI detects stage progress from your conversations.
- 6 built-in methodologies + custom
- Auto-generate pipeline stages from methodology
- Stage-specific coaching and criteria
- Methodology progress tracking per deal
- Methodology alignment impacts deal health
Smart Playbooks
Pre-built templates for every sales scenario — call scripts, objection handling, demo flows, closing frameworks, and more. AI generates personalised content from your playbook templates.
- Email sequences and follow-up cadences
- Call scripts and meeting prep
- Objection handling frameworks
- Demo flows and proposal templates
- AI-personalised content generation
Contracts & Revenue
Revenue comes from contracts, not pipeline hope. Full lifecycle tracking from draft to renewal, with line items, value breakdowns, and expiry alerts.
- Full lifecycle: Draft → Active → Renewed → Expired
- Line items with quantities, prices, tax rates
- Renewal date tracking and expiry alerts
- Contract value tracking and breakdowns
- Document attachments and version history
Email & Calendar
Connect Microsoft 365 or Google. Send emails, schedule meetings, and see everything in your deal timeline. AI drafts follow-ups based on deal context.
- Two-way email and calendar sync
- Emails auto-logged to deal timeline
- Teams & Meet link support
- Unified inbox with activity filters
- Month/week/day calendar views
Knowledge Base & AI Memory
Every insight, meeting note, and AI analysis — versioned and searchable. AI automatically captures knowledge from conversations and builds per-entity memory across deals, companies, and contacts.
- Auto-captured AI knowledge and memories
- Semantic search across all content
- Categories: deal, company, product, competitive
- Version history with change reasons
- Cross-deal pattern analysis
And so much more
Every feature a founder-led sales team needs, in one platform.
Analytics & Reporting
Dashboard KPIs, 6-month revenue forecasts, conversion funnels, win/loss analysis, and data-driven insights — stale deals, overdue tasks, and parked deals surfaced automatically.
Deal Management
Kanban board with drag-and-drop, multiple custom pipelines, temperature tracking (Hot/Warm/Cold), park deals with reopen dates, and win/loss reason tracking.
Competitor Tracking
Competitor profiles with strengths and weaknesses. Link competitors to specific deals. AI-powered competitive analysis and website scraping.
Semantic Search
Find deals by meaning, not just keywords. Vector-powered search across notes, emails, knowledge, and deals — e.g. "deals with budget objections".
Import & Export
CSV import for companies, contacts, and deals with smart field auto-mapping, preview, and validation. Export your data in JSON or CSV format.
Mobile-Ready
Mobile-first responsive design with bottom tab navigation, touch-friendly tap targets, compact deal views, and inline activity forms.
Team & Roles
Invite team members with role-based access control. Five roles: Super Admin, Owner, Admin, Sales, and Manager. Custom lookups and notification preferences.
AI-Powered Onboarding
Conversational 5-step setup that collects your company profile, creates your initial pipeline, and generates a sample deal. Onboarding email drip on days 1, 3, and 7.
Ready to sell smarter?
Free forever. 14 days of Pro access on every signup.