NEWMeet Milo, the AI deal intelligence agent

    Keep every deal
    moving forward.

    Mutual action plans, customer references, real-time buyer tracking, and AI deal intelligence, from first call to renewal. Nothing stalls, and no context is lost at handoff.

    Free to start. No credit card required.
    Trusted by 200+ revenue teams.
    Stakeholder activity
    Last 24 hours
    J
    S
    M
    +2
    Sarah · Champion opened ROI deck
    2m ago
    Mark · Legal downloaded MSA
    1h ago
    Jamie · Finance viewed pricing
    3h ago
    Dealstat AI flagged timeline risk
    5h ago
    Mutual Action Plan
    Acme Corp · Q4 rollout
    On track · 57%
    Discovery call· completeS.N.
    Technical review· completeM.R.
    Security & compliance· in reviewJ.K.
    Procurement kickoff· scheduled · FriT.L.
    Deal · Acme Corp
    $120K ARR · Stage 4
    ● Active
    Engagement
    93%
    Stakeholders
    6/7
    Days to close
    12
    The problem

    Deals are messy.

    Your deal context is scattered across the tools your team already lives in, context gets lost, signals get missed.

    Dealstat listens to all of it, and surfaces only what moves the deal forward.

    Dealstat intelligence
    The real decision-maker
    is Marcus, not James.
    Marcus
    High signal
    James
    Quiet
    How it works

    From setup to close in four simple steps.

    STEP 01
    Create a workspace
    Give every deal a dedicated space so nothing gets lost in email.
    STEP 02
    Bring in the buyer
    Align both teams on one shared plan so deals move faster.
    STEP 03
    Share what matters
    Put the right resources in front of buyers at the right time.
    STEP 04
    Know where you stand
    See exactly who's engaged so you can focus where it counts.
    Deal workspaces

    One dedicated space for every deal.

    Give every deal a home. Mutual action plans, stakeholders, resources, and activity, all in one workspace your team and your buyer can navigate together.

    • Mutual action plans with shared milestones and owners
    • Live stakeholder map synced from your CRM
    • Auto-curated resource library tied to each stage
    • Full activity feed, who opened what, when
    D
    SellAXIOM
    $127k · 9 stakeholders
    Share room
    Activity
    Stakeholders
    Resources
    Milestones
    Q&A
    Timeline

    AXIOM

    Pricing
    Fintech · Mid-market·Champion: Sarah Yi (VP RevOps)·Close: Mar 14
    $127,000
    84% likely
    Mutual action plan
    Qualifying
    Discovery
    Demo
    4
    Pricing
    5
    Contract
    6
    Closed
    Recent activity
    last 24h
    SY
    Sarah Yi opened ROI brief
    2m
    MB
    Marcus Bell joined the room as CFOHOT
    1h
    PN
    Priya Nair commented on Security pack
    3h
    YO
    You shared mutual action plan
    1d
    Stakeholders · 9
    SY
    Sarah Yi
    Champion · VP RevOps
    MB
    Marcus Bell
    Decision · CFO
    PN
    Priya Nair
    Influencer · Sec
    KP
    Kai Patel
    Blocker · Legal
    Customer references

    A reference library that actually scales.

    Replace the reference spreadsheet. Approved customers, industry tags, cooldown tracking, and one-click request workflows, built in.

    • Approval workflows with per-customer cooldown periods
    • Industry, size, and use-case tagging
    • Team-wide request queue with audit trail
    • Request-to-intro SLAs and notifications
    D
    LibraryReferences
    42 references
    EnrichAdd
    42
    Total
    18
    Available
    8
    Cooldown
    27
    Uses · 90d
    3 references match AXIOM · same vertical (fintech) · CFO-sponsor motion
    Request all 3
    MV
    Marisol Vance
    VP Ops · Northwind
    Cooldown 34d1 uses
    TK
    Theo KarrasMATCH
    Dir RevOps · Lumen & Co.
    Available0 uses
    EF
    Eleni Fairbank
    Head RevOps · Kestrel
    Available2 uses
    OH
    Owen HalbrookMATCH
    CRO · Brightline
    Available4 uses
    NR
    Naveen RaoMATCH
    Senior AE · Halcyon
    Available3 uses
    SB
    Sasha Bellweather
    VP CS · Meridian
    Cooldown 12d6 uses
    Buyer-specific workspaces

    Make every buyer feel like your only buyer.

    Branded deal rooms tailored to each customer. Curated content, shared timelines, and NDA-gated resources, all under your domain.

    • White-label branding with custom domains
    • Per-stakeholder access controls and NDAs
    • Personalized resources and shared action plans
    • Real-time engagement tracking per contact
    D
    CrestlineDeal room
    crestline.dealstat.com
    Welcome back
    Crestline × DealStat
    Next
    Demo · Mar 12
    Mutual action plan
    Discovery
    2
    Demo
    3
    Pricing
    4
    Security
    5
    Sign
    P
    Crestline × DealStat · ROI model
    4 of 4 viewed
    V
    Security & compliance
    New · 2h ago
    D
    VantageDeal room
    vantage.dealstat.com
    Welcome back
    Vantage × DealStat
    Next
    Security · Apr 2
    Mutual action plan
    Discovery
    Demo
    Pricing
    4
    Security
    5
    Sign
    P
    Vantage × DealStat · ROI model
    4 of 4 viewed
    V
    Security & compliance
    New · 2h ago
    D
    NorthstarDeal room
    northstar.dealstat.com
    Powered by DealStat
    Welcome back, Sarah
    Northstar × DealStat
    Next step
    Pricing review · Mar 7
    Mutual action plan
    2 of 5 complete · on track
    Discovery
    Demo
    3
    Pricing
    4
    Security
    5
    Sign
    Curated for Northstar
    4 docs · 1 NDA-gated
    P
    Northstar × DealStat · ROI model
    4 of 4 stakeholders viewed · avg 3:42
    Engaged
    SOC 2 Type II report
    Kai (Legal) · downloaded 2× yesterday
    Tracked
    V
    Security & compliance deep-dive
    New · added by Priya · 2h ago
    New
    R
    Customer reference: Brightline
    Marcus (CFO) — not opened yet
    Unopened
    Full deal lifecycle

    From first call to renewal, without the handoff drop.

    Deals don't end at close. Dealstat follows them into implementation, adoption, and renewal, so CS inherits the full context sales built, no cold handoff, no lost momentum.

    • Automated Sales → CS handoff with notes + resources
    • Implementation checklists shared with the customer
    • Customer Health Score with Planhat integration
    • Renewal workspaces that resume the MAP rhythm
    D
    PipelineLifecycle
    35 active accounts
    This quarter
    Sales
    18
    $662k
    Closed-Won
    5
    $210k
    Implementation
    3
    $140k
    Adoption
    2
    $85k
    Renewal
    7
    $420k
    This week
    Halcyon
    Handoff: Sales → Implementation
    Notes, stakeholders, MAP & resources carried over to Maya (CSM).
    AUTO
    Brightline
    Customer health: 85 · trending up
    Planhat · NPS 72 · usage ↑18% · renewal in Q3
    Open
    Meridian
    Renewal in 47 days · MAP resumed
    CS inherited Sales context · 3 expansion stakeholders engaged.
    Open
    AI Sales Companion

    Your always-on deal coach, right in your pocket.

    A native mobile companion that helps you prep for calls, debrief after meetings, and stay sharp on every deal, without opening your laptop.

    +
    Milo
    4 nudges for today
    Here's what needs you before noon.
    Now
    +Northstar
    Marcus Bell (CFO) just joined the room, they haven't seen the ROI brief.
    Drafted · 9:14 AM
    Halcyon
    I drafted answers to all 3 open Q&A, SOC2, pricing, API limits. Review?
    Stalled · 18 days
    Crestline
    Champion hasn't opened the room in 30 days. Re-engagement note ready.
    Renewal · 47 days
    Meridian
    Health 85, NPS 72. Loop in CS to start the expansion conversation.
    Ask Milo anything…
    +
    Pre-call prep in seconds
    Get a quick briefing on buyer engagement, unviewed resources, and deal risks before every meeting.
    Voice-first interaction
    Talk to your coach hands-free while commuting, walking, or between meetings. No typing required.
    Real-time deal signals
    Instant notifications when stakeholders engage, download docs, or view your workspace.
    Contextual coaching
    Personalized suggestions based on your deal data, Gong call insights, and buyer behavior patterns.
    Works on iPhone & Android
    Integrations

    Connects to your revenue stack.

    Bi-directional syncs with the tools your revenue team already uses.

    Salesforce
    CRM sync
    Gong
    Call intelligence
    HubSpot
    CRM sync
    g
    Granola
    Meeting notes
    PandaDoc
    NDA & e-sign
    Soon
    DocuSign
    Contracts & e-sign
    Slack
    Notifications
    Google Drive
    File import
    Why DealStat

    The best alternative to GetAccept, Dock, Aligned & DealHub.

    Other digital deal room tools bolt together features from different eras. DealStat was purpose-built for how modern revenue teams actually sell, with AI intelligence, buyer engagement analytics, and mutual action plans in one workspace.

    AI deal intelligence
    Unlike GetAccept or Dock, DealStat uses AI to surface deal risks, buyer signals, and next-best actions from Gong calls and engagement data.
    Customer reference management
    No other digital sales room includes a built-in reference library with approvals, cooldown tracking, and team workflows. Replace those Aligned and Recapped spreadsheets.
    Real-time buyer tracking
    See exactly who opened what, when, and for how long. Deeper engagement analytics than DealHub or Dock offer out of the box.
    NDA & document permissions
    Gate resources behind PandaDoc NDAs with per-stakeholder access controls. A compliance feature missing from most GetAccept and Aligned alternatives.
    Native CRM + Gong sync
    Bi-directional Salesforce and Gong integration that's native, not bolted on. HubSpot support included, unlike Dock's limited connector model.
    White-label deal rooms
    Full white-label branding with custom domains, logos, and colors. A premium feature most competitors like Recapped and Aligned charge extra for.
    The deal execution gap
    77%
    of B2B buyers say their last purchase was complex or difficult
    GARTNER, 2024
    more likely to stall, deals with 3+ stakeholders and no structured process
    FORRESTER
    28%
    faster sales cycles for teams using deal execution platforms
    MCKINSEY

    Ready to move your deals forward faster?

    Start free in under a minute. Bring your team on when you're ready.

    Free to start. No credit card required.