DealFlow AI: an AI proposal generator for sales calls
Upload a sales call and DealFlow AI pulls out the client's requirements, objections, budget and timeline, then drafts a tailored proposal from your templates. Track every proposal through to a signed deal.
From discovery call to proposal in hours, not days
The best time to send a proposal is while the call is still fresh in the client's mind. In practice, proposals wait days while someone rewatches the recording, digs through notes and rewrites last month's template.
DealFlow AI closes that gap. Upload a recording or transcript from Zoom, Google Meet or Microsoft Teams, and it pulls out what matters: requirements, objections, budget, decision-makers and timeline. It then drafts a proposal from your own templates, services and pricing, ready for your team to review and send.
Every proposal is tracked from sent to signed, so you can see which deals are waiting on a reply and which need a nudge. It is built for agencies, consultancies and B2B service businesses that sell through discovery calls and win on speed and accuracy.
The problem
- 01Proposals take days to write after every call.
- 02Important details from the call get lost or forgotten.
- 03Deals go cold while the proposal is still being written.
AI proposal generator features
- 01
Call upload and transcription
Upload recordings or transcripts from Zoom, Google Meet or Teams.
- 02
AI extraction
Requirements, objections, budget, decision-makers and timeline pulled out automatically.
- 03
Proposal drafts
Proposals written from your own templates and pricing.
- 04
Pipeline tracking
See which proposals were sent, opened, won or are awaiting a reply.
- 05
Templates
Reusable proposal templates for each service.
- 06
Workspaces
Separate workspaces for teams and clients.
Works with
- Zoom
- Google Meet
- Microsoft Teams
- PDF export
- CRM integration
Who it's for
- Agencies and consultancies.
- B2B service businesses.
- Freelancers who sell through discovery calls.
DealFlow AI FAQs
Does DealFlow AI replace my sales team?
No. It handles the note-taking and first draft, so your team can review, adjust and send the proposal much faster.
Can I use my own proposal templates?
Yes. DealFlow AI writes from your templates, services and pricing.
How do you handle our data and privacy?
Automations run in accounts you own wherever possible, access is limited to what each workflow needs, and we follow the data-protection rules that apply to you, such as UK GDPR in the UK or PIPEDA in Canada. We document every system we build and hand over full access.
Which call recording tools does it support?
You can upload recordings or transcripts from Zoom, Google Meet and Microsoft Teams.
Does it send proposals automatically?
No. DealFlow AI drafts the proposal, and a person on your team reviews, edits and sends it.
What should your business stop doing manually?
Tell us what slows your team down. We'll show you what can be automated.