What is DealTracker?
DealTracker is an AI-powered CRM built specifically for Solution Architects, Sales Engineers, and B2B technical sales teams. It centralizes customer interactions, automates repetitive work, and provides deep AI insights to move deals forward faster.
Who is DealTracker for?
DealTracker is designed for: Solution Architects who need to track complex technical engagements, Sales Engineers managing demos, workshops, and proof-of-concepts, B2B sales teams using structured methodologies like MEDDIC, and Account Managers who want full visibility into client relationships.
How is DealTracker different from a traditional CRM?
Unlike generic CRMs, DealTracker: Is purpose-built for technical sales, not generic sales pipelines. Integrates MEDDIC methodology natively. Uses AI to generate customer insights, suggest next steps, and automate communication. Minimizes manual data entry with automatic email/calendar matching.
How does DealTracker use AI?
Our AI helps you: Automatically link emails and meetings to the right customer. Generate company profiles, market analysis, and executive overviews. Suggest follow-up actions based on recent interactions. Write personalized, context-aware emails in multiple tones.
How secure is my data?
Security is a core design principle: Row Level Security ensures each account's data is fully isolated. Multi-Factor Authentication protects logins. Encrypted storage and audit trails for sensitive operations. Full compliance with industry best practices for SaaS security.
Will DealTracker work for my team size?
Yes — DealTracker supports: Solo users tracking their own deals. Teams with shared workspaces and role-based permissions. Companies from startups to mid-market (10–500 employees).
Can I use DealTracker with my existing tools?
Yes — DealTracker integrates with: Google Calendar for automatic meeting tracking. Email import for activity matching. Webhooks and APIs for connecting to other systems.
Do you support team collaboration?
Absolutely. DealTracker allows: Shared customer profiles. Real-time activity updates. Role-based access controls. Manager dashboards for team performance tracking.
How does billing work?
We offer per-seat billing so you only pay for active users. Multiple payment providers are supported, and you can manage subscriptions via a self-service billing portal.
Which languages are supported?
Currently, DealTracker supports English and French, with full feature translations and instant language switching.
What industries benefit most from DealTracker?
We work best for: SaaS & software companies. Professional services firms. IT & technology solution providers. Any B2B company with complex, high-value sales cycles.
How fast can my team get started?
Setup takes minutes: Create your account. Invite team members. Sync your calendar and start tracking deals immediately.
How do you handle data privacy?
We never sell customer data. Your information is stored securely, access is controlled, and all operations are logged. You control your data and can export it at any time.
What results can I expect?
On average, teams using DealTracker: Reduce manual data entry by 70–80%. Increase deal progression speed. Improve forecast accuracy with AI-driven insights.
Do you offer a trial or demo?
Yes — we offer both: A free trial so you can explore all core features. A personalized demo for your team to see DealTracker in action.