📋 Revenue intelligence, reinvented

Forecast with confidence. Without the admin burden

Actioner captures every customer conversation—emails, calls, meetings—and turns them into deal intelligence you can act on. Not guesses. Not dashboards. Evidence-backed answers with links to the source.

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Forecast with confidence. Because you can prove it.

Forecast & Pipeline Brief

Week 7, Q1

$1.82M

Commit

$1.65M

AI Forecast

At Risk

On Track

This week: Pipeline grew 12% but 3 deals showing risk signals. DataFlow's champion hasn't responded in 9 days—AI confidence dropped 24 points.

⚠️ Exception: DataFlow Systems $210K

Champion unresponsive since Feb 3. Last email mentioned "internal restructuring."

📎 View evidence →

The Problem

Sales teams are stuck in a vicious cycle

Reps hate data entry, so CRM data is always stale. Leadership can't trust the forecast. Nobody wins—except your competitors.

⏱️

Reps waste hours on admin

Your best sellers are typing into Salesforce instead of talking to customers. Every field update is time not spent closing.

28% of rep time is actually selling

📉

Forecasts are always wrong

You're making commitments to the board based on stale data and optimistic reps. Then scrambling to explain the miss.

47% average forecast accuracy

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Risks hide until too late

By the time you know a deal is in trouble, it's already lost. Champions go cold, competitors sneak in—in silence.

67% of lost deals had early warning signs

The Difference

Context is everything

Here's what a typical AI sees vs. what Actioner sees when you ask for help with a deal:

🤖

Generic AI

Limited context

✓

Current email thread

✗

Previous emails with customer

✗

Call transcripts & discussions

✗

Stakeholder map

✗

Deal stage & qualification

✗

Your product & positioning

✗

Competitive intelligence

✗

Your sales methodology

Actioner

Full context

✓

Current email thread

✓

All previous emails with customer

✓

Every call transcript & discussion

✓

Complete stakeholder map

✓

Deal stage & qualification status

✓

Your product & positioning

✓

Competitive intelligence & battlecards

✓

Your methodology (MEDDIC, SPICED, etc.)

See the Difference

Same request. Different output.

Generic AI Partial Context

Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah,

I hope this email finds you well. I wanted to follow up on the proposal we discussed. Please let me know if you have any questions or if there's anything else I can provide.

Looking forward to hearing from you.

Best regards

Actioner Full Context

Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah,

Following up on our call Thursday where you mentioned needing to get Tom from IT aligned before the CFO review. I've attached a technical one-pager that addresses the API integration concerns he raised.

I know you mentioned Competitor X is also in the running—happy to set up a call focused on how our 4-week implementation fits your Q2 deadline.

Should I reach out to Tom directly?

Generic AI Partial Context

Prompt: "Is the DataFlow deal at risk?"

Based on the information provided, I don't have enough context to assess the DataFlow deal. Could you share details about:

• Recent communications
• Deal stage and timeline
• Key stakeholders involved
• Any concerns that have come up

Actioner Full Context

Prompt: "Is the DataFlow deal at risk?"

⚠️ Yes — High Risk. Here's why:

Champion went silent: Sarah hasn't responded to 3 emails since Feb 3 (9 days). Last email mentioned "internal restructuring."

Competitor activity: On Jan 28 call, Tom mentioned they're "also looking at Competitor X."

Timeline slipping: Original close date was Feb 15. No updated timeline discussed.

📎 Evidence linked to each point

Generic AI Partial Context

Prompt: "What should I do next on the Acme deal?"

Here are some general next steps you might consider:

• Schedule a follow-up meeting
• Send a summary of your proposal
• Check in with key stakeholders
• Address any outstanding questions

Would you like me to elaborate on any of these?

Actioner Full Context

Prompt: "What should I do next on the Acme deal?"

🎯 Priority: Get the CFO involved.

On your last call, Sarah said "nothing moves without David's sign-off" but you haven't engaged him yet.

Suggested action: Ask Sarah to set up a 15-min intro with David. Position it around the ROI analysis she requested on Jan 22.

Also: The security questionnaire from IT is still pending (sent Jan 30). Follow up with Tom.

How It Works

From fragmented to unified

Three things make Actioner different from every other AI tool you've tried:

📧

Zero-Touch Capture

Actioner connects to your email, calendar, and conversation tools. Every customer interaction is captured automatically—no logging, no copy-pasting.

Your reps sell. Actioner does the paperwork.

🧠

Unified Deal Context

AI stitches together emails, calls, and meetings into a single deal picture. Stakeholders, objections, timelines, competitors—all connected and current.

The complete picture, not fragments.

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