Platform

One platform for deal scores, live coaching and pipeline truth.

RepDash combines deal scoring, conversation intelligence, pipeline analytics and real-time coaching, so the signals in your CRM and calls turn into decisions reps and managers can act on.

How data moves through RepDash

Inputs
  • CRM records & field history
  • Calls via dialer or video
  • Email & calendar activity
RepDash models
  • Score deals against your win history
  • Detect objections & competitor mentions
  • Track velocity & engagement decay
Outputs
  • Live prompts during calls
  • Scores & risk alerts in CRM, Slack, Teams
  • Forecasts & coaching dashboards

AI deal scoring

RepDash assigns a dynamic score to every open deal based on email engagement, call sentiment, CRM field changes, stakeholder involvement and the patterns in your own closed-won data. Scores update continuously as new signals arrive.

Why it matters: Reps know which deals deserve their time today, and managers build forecasts on weighted pipeline instead of stage names.

Typical uses
  • 01Reps prioritize daily outreach by score changes
  • 02Managers build forecasts from AI-weighted pipeline
  • 03RevOps finds systemic leaks by stage and segment

Real-time call coaching

RepDash joins sales calls through your existing dialer or video platform and transcribes them live. When a buyer raises a known objection, it surfaces the talk track your top performers use; when a competitor is mentioned, it pulls up the battlecard.

Why it matters: New reps handle hard moments with support, and messaging stays consistent across regions without rigid scripts.

Typical uses
  • 01Objection handlers surfaced in the moment
  • 02Battlecards when a competitor is named
  • 03Managers review prompt acceptance to refine playbooks

Pipeline analytics & forecasting

RepDash tracks deal velocity, stage conversion and engagement decay to produce revenue forecasts that reflect current activity. Drill into any segment, rep or time period to see where revenue is created and where it leaks.

Why it matters: Forecast conversations focus on the deals that changed, and over-optimism or sandbagging becomes visible early.

Typical uses
  • 01Quarterly forecasts grounded in deal activity
  • 02Stage drop-off analysis for RevOps
  • 03Forecast vs. actual comparisons over time

Conversation intelligence

Every call is transcribed, analyzed for sentiment and topic, and compared with your team's winning patterns: talk-to-listen ratio, discovery depth and next-step commitment.

Why it matters: Managers review highlights instead of full recordings, and enablement builds training from real winning conversations.

Typical uses
  • 01Call highlights for managers
  • 02Self-coaching against top-performer benchmarks
  • 03Messaging adoption tracking across the team

Rep performance & coaching

Track the behaviors that correlate with closed revenue — multi-threading, discovery depth, follow-up speed and objection handling — with AI-generated coaching suggestions for each rep.

Why it matters: One-on-ones get specific, new hires ramp with playbooks drawn from your own team, and skill gaps show up by team and region.

Typical uses
  • 01Data-driven one-on-ones
  • 02Guided ramp for new hires
  • 03Skill-gap views across teams

What reps see on a live call

Transcript, prompts and the deal score update together while the conversation happens.

LIVE 18:42Discovery call · Northwind FreightSample data
Live transcript
  1. 17:58Dana (Buyer)

    The routing piece looks good. My concern is rollout across three regional teams.

  2. 18:12Maya (Rep)

    That makes sense. How are those teams handing off accounts today?

  3. 18:31Dana (Buyer)objection

    Honestly, budget for new tools is frozen until Q1, and we already pay for the incumbent.

  4. 18:42Maya (Rep)

    Understood — can I ask what would have to be true to revisit before then?

Real-time prompts
Budget timing objection

Separate timing from value. Offer a scoped pilot for one regional team that fits existing spend.

Incumbent mentioned

Battlecard: ask which hand-off step the current tool doesn't cover.

Talk ratiorep 58 · buyer 42

Ask an open question and let the buyer talk.

Deal score
72
$48,000 · Stage 3
Close date Dec 12
+6 since last call
  • Economic buyer joined call 2
  • Next step booked within 48 h
  • Single-threaded: 1 active contact
  • Budget timing raised
Integrations

Works with the tools your team already uses.

Native CRM sync for Salesforce and HubSpot. Slack and Teams integration is included in Command Center; custom integrations are available on Enterprise.

  • Salesforce
    CRM
  • HubSpot
    CRM
  • Dynamics 365
    CRM · coming soon
  • Slack
    Messaging
  • Microsoft Teams
    Messaging
  • Zoom
    Video
  • Google Meet
    Video
  • Gong
    Revenue intelligence
  • Outreach
    Sales engagement
  • SalesLoft
    Sales engagement
  • LinkedIn Sales Navigator
    Prospecting
  • Zapier
    Automation
  • Snowflake
    Data warehouse
  • Looker
    BI

Built for every seat on the revenue team

Account executives

Know which deals to work today, get help on live calls, and stop spending cycles on deals that were never going to close.

Sales managers

Run one-on-ones with specific coaching actions, build forecasts you trust and spot risk before it becomes a missed quarter.

Revenue operations

Unify CRM, call and email data into one view, find process bottlenecks and measure what actually drives revenue.

Sales leadership

Deliver forecasts grounded in deal activity, scale coaching across the org and make territory decisions on real data.

Get early access See pricing