CRM

AI Deal Intelligence

The system reads every signal in your data and tells your team where to spend the next hour.

Model refreshed 06:00

Forecast accuracy

92.4%

+6.1%Last 4 quarters

Deals at risk

-1%£285,000 exposed

Churn risk accounts

-2%Cobalt Retail Group

Recommended actions

+0%Ranked by expected value

Account health vs value

Bubble size = contract value

Fenwick Utilities — D-201

AI insight

Competition is the weakest factor. Deals with this profile close 82% of the time when a reference call happens before the final proposal.

Ranked by expected revenue impact

Cobalt Retail Group

High impact

Escalate to director — 3 missed calls and 74-day debt

91% confidence

Verity Care Homes

High impact

Offer SLA credit before renewal review on 14 Sep

84% confidence

Orbit Data Centres

Medium impact

Send commissioning case study — decision committee stage

76% confidence

Kestrel Manufacturing

Medium impact

Book shutdown planning workshop with plant engineer

69% confidence

Model output vs owner estimate

Deal	Value	Model	Signal
Fenwick Utilities National maintenance contract	£412k	82%	Hot
Belmont Construction Site services renewal	£268k	64%	Steady
Orbit Data Centres Critical cooling SLA	£155k	38%	Hot
Cobalt Retail Group Multi-site rollout	£89k	21%	Stalling
Harlow Facilities Cleaning + compliance bundle	£132k	57%	Steady
Verity Care Homes Reactive works uplift	£74.5k	71%	Steady
Kestrel Manufacturing Planned shutdown works	£196k	33%	Stalling
Northgate Logistics Depot upgrade phase 2	£224k	100%	Hot