Starter Web
$49 source (opens in a new tab)
Monthly
For: Individual sellers
Limits
- 5 active deal boards
- 20 AI extractions/month
1 more
- 1 seat
Includes
- Auto-MAPs
- MEDDIC/BANT extraction
1 more
- Deal Health diagnostics
Productivity & writingDocumented overviewLast checked Sep 29, 2026
Dealwize: Pricing, Features & Best Use Cases
AI sales agent that turns call transcripts and emails into mutual action plans, MEDDIC data and deal-health scores for B2B sellers.
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Our take: Choose Dealwize if you are a B2B account executive who wants call transcripts and emails turned into mutual action plans, MEDDIC data and deal-health scores without CRM busywork.
Main limitation: There is no permanent free plan, and each tier caps active deal boards and monthly AI extractions; the entry plan includes only one seat.
Who should use Dealwize
Choose Dealwize if you are a B2B account executive who wants call transcripts and emails turned into mutual action plans, MEDDIC data and deal-health scores without CRM busywork. Based on the vendor's documentation, not on a hands-on test.
Best for: B2B account executives
Also a good fit for
- Small sales pods and RevOps managers
- Teams running MEDDIC-style qualification
Consider another tool if no permanent free plan; trial only
Or if
- Monthly caps on active deal boards and AI extractions per plan
- Entry plan includes a single user seat
Dealwize pricing and usage limits
Prices checked Sep 29, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.
Vendor pricing page re-checked automatically 11 days ago: no changes detected.
Free access and trial conditions
No permanent free plan.
14-day free trial, no credit card.
Paid plans: what changes as you upgrade
Professional Web
$99 source (opens in a new tab)
Monthly
For: Full-time AEs
Limits
- 20 active deal boards
- 75 AI extractions/month
1 more
- 1 seat
Includes
- All features
Scale Web
$179 source (opens in a new tab)
Monthly
For: Sales pods
Limits
- 50 active deal boards
- 200 AI extractions/month
1 more
- Up to 3 seats
Includes
- Shared deal boards and collaboration
Usage caps, credits and extra costs
Custom plans for teams of 20+ AEs.
What is Dealwize, and how does it work?
Dealwize is a web-based AI sales agent for B2B account executives and sales teams. You forward call transcripts or emails to the agent, and it builds shared deal boards with mutual action plans, extracts qualification data (MEDDIC, BANT, CHAMP), flags deal risks and scores deal health. The product also tracks buyer engagement on shared boards and exposes deal data to AI clients such as Claude or ChatGPT over remote MCP. Pricing is usage-based, with all features included in every tier and limits on active deal boards and monthly AI extractions.
What you provide and what you get back
You provide
- Call transcripts and meeting notes
- Email threads
- Transcripts emailed to [email protected]
You get back
- Mutual action plans and client roadmaps
- MEDDIC, BANT and CHAMP qualification fields
- Deal Health score and risk list
- Shared deal boards with buyer engagement tracking
Where you can use it
- Platforms
- Web
- Account
- Required
- Frameworks
- MEDDIC, BANT, CHAMP
- Seats
- 1 / 1 / 3
- MCP
- Remote server for Claude and ChatGPT
- Trial
- 14 days
Where Dealwize is most useful
Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.
Turning meeting transcripts into structured deal summaries
- Who
- Account executives
- You provide
- A discovery call transcript
- Expected result
- A deal board with summary, stakeholders and next step
- Plan needed
- Starter
- Limitation
- 20 AI extractions per month source (opens in a new tab)
Building and sharing mutual action plans with buyers
- Who
- Sellers working with buyers
- You provide
- Call notes and emails
- Expected result
- A shareable mutual action plan the buyer can update
- Plan needed
- Starter and up
- Limitation
- Board count capped per plan source (opens in a new tab)
Automating MEDDIC/BANT qualification fields
- Who
- Sales managers
- You provide
- Pipeline of deals
- Expected result
- Deal health scores flagging missing economic buyers
- Plan needed
- Scale for shared boards
- Limitation
- Scale includes up to 3 seats source (opens in a new tab)
What Dealwize does, and where it stops
Auto-generated mutual action plans (Auto-MAPs)
Builds Auto-MAPs: mutual action plans with milestones and owners from transcripts, notes or emails. Aligns both sides on timelines.
AI extraction from transcripts and emails
Extracts MEDDIC, BANT and CHAMP qualification data from conversations. Fills CRM fields without manual entry.
Deal Health score and risk matrix
Scores deal health and flags risks such as an unengaged economic buyer. Spot dying deals early.
MEDDIC, BANT and CHAMP qualification frameworks
Exposes deal data to Claude or ChatGPT through a remote MCP server. Query deals from your AI client.
Pros, cons and deal-breakers
Reasons to choose Dealwize
- 14-day free trial without credit card You can trial it at no cost. documented source (opens in a new tab)
- All features included in every plan; tiers differ only by volume Upgrading is only about volume. documented source (opens in a new tab)
- Deal-health one-pager can be generated by emailing a transcript First results without signup friction. documented source (opens in a new tab)
- Product documentation and FAQ available publicly documented source (opens in a new tab)
Check before paying for Dealwize
- No permanent free plan; trial only Pay after 14 days to keep using it. documented source (opens in a new tab)
- Monthly caps on active deal boards and AI extractions per plan Busy reps may hit limits. documented source (opens in a new tab)
- Entry plan includes a single user seat Team use requires Scale. documented source (opens in a new tab)
- Account required for the web app documented source (opens in a new tab)
How to use Dealwize for turning a sales call into a mutual action plan
Set up Dealwize
- Start the 14-day trial or email a transcript to [email protected].
- Create an account to save deals.
- Create a deal board for your opportunity.
- Optionally connect Claude or ChatGPT via MCP.
Example: turning a sales call into a mutual action plan
- Forward your discovery call transcript to the agent.
- Review the generated deal summary and stakeholders.
- Open the mutual action plan and assign owners.
- Share the board with the buyer.
Review and export the result
- Verify MEDDIC fields match what was said.
- Check the flagged risks, like a disengaged CFO.
- Archive closed deals to free board slots.
Dealwize API
API access and separate billing
Dealwize has no public API in its official documentation. Policy mentions web application, API and MCP; docs page not loaded. API documentation ↗
Privacy, data use and commercial rights
Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.
How your inputs and outputs are handled
Transcripts, emails, notes and saved deals are processed; anonymous transcripts can be processed in-memory.
Policy: transcripts and generated intelligence are not used to train foundation models.
Saved deals persist in authenticated accounts; anonymous transcripts processed in memory.
Policies: dealwize.co/privacy
Best Dealwize alternatives for different needs
"Better suited" is based on documented features and pricing, not on a head-to-head test.
Notion AI: better suited to
Otter.ai: better suited to
Microsoft Copilot: better suited to
Zapier: better suited to
Explore Dealwize further
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Dealwize FAQ
What counts as an Active Deal Board?
Only deals you are currently working on; archive a closed deal to free a slot. source (opens in a new tab)
Is there a free trial?
Yes, 14 days with no credit card required. source (opens in a new tab)
Do higher plans unlock features?
No, every tier includes all features and differs by deal boards, AI volume and seats. source (opens in a new tab)
Is my data used for model training?
No, the privacy policy says transcripts and deal intelligence are not used to train models. source (opens in a new tab)
Can I use it from ChatGPT or Claude?
Yes, through a remote MCP server. source (opens in a new tab)
Sources and review methodology
Official sources and verification dates
- Dealwize homepage homepage · checked Oct 1, 2026
- Pricing pricing · checked Oct 1, 2026
- Privacy policy · checked Oct 1, 2026
Not verified: Annual prices; CRM integrations; Retention periods.
How we documented and maintain this page
Every fact about Dealwize above comes from the 3 official pages listed here, last compared on Sep 29, 2026; we have not run Dealwize ourselves, so it has no editorial score. How we check and re-check pages.
Article updated Oct 10, 2026; prices checked Sep 29, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error