Deal Intelligence
Sales Intelligence & Deal Research Agents
Walk into every meeting prepared. AI sales intelligence tools that research accounts, analyze call recordings, track revenue intelligence signals, and keep your deals on track.
Featured Agents
AI sales analysis tools for every deal stage
Each AI sales intelligence tool handles a critical piece of your deal workflow — from pre-meeting research and company intelligence to conversation intelligence and sales analytics.
AI Pre-Meeting Research
Research any prospect before a call. Get company intelligence, talking points, and personalized angles — in seconds.
Conversation Intelligence
Analyze sales call recordings for objections, buying signals, competitor mentions, and next steps.
Company Intelligence & Growth Signals
Track company growth, hiring trends, and market signals to time your outreach and identify expansion opportunities.
Deal Intelligence & Pipeline Analytics
Pull deal context from Salesforce, score pipeline health, and surface revenue intelligence for forecasting.
Account Research & Funding Signals
Research target accounts with Crunchbase data. Track funding rounds, leadership changes, and company intelligence.
AI Meeting Notes & Summaries
Get AI meeting summaries from Fireflies recordings. Extract action items, key decisions, and follow-up tasks automatically.
How it works
Pick your agents
Choose from 27 sales intelligence agents — meeting prep, call analysis, account research, deal tracking.
Connect your tools
Link Gong, Fireflies, Crunchbase, Salesforce, LinkedIn, or SEC/EDGAR. Takes 2 minutes.
Agents get to work
They research accounts, analyze calls, and surface deal intelligence. You walk in prepared.
All sales intelligence & deal research tools
27 AI sales analysis tools for meeting prep, conversation intelligence, revenue intelligence, and pipeline analytics
Pre-Meeting Research
Research prospects before meetings. Get their background, career history, and recent LinkedIn posts.
Company Growth Analyzer
Analyze whether a company is growing, identify their competitors, and see who is winning.
Attio Call Intelligence Analyzer
Analyze Attio call transcripts for buying signals, objections, competitor mentions, and action items. Update records automatically.
Attio Account Review Prep
Prepare for account reviews by pulling records, notes, call transcripts, and interactions from Attio into a pre-meeting brief.
Pre-Meeting Research → Notion
Research meeting attendees via email using Apollo and LinkedIn, then create a Notion brief.
Call Insights Analyzer
Analyze call transcripts for objections, buying signals, and competitor mentions.
Salesforce Deal Intelligence
Enrich open deals with external intelligence. Research accounts via Apollo and LinkedIn, identify buying signals, and update opportunities with notes and next steps.
Leadership Priorities Finder
Find a company's leaders and analyze their podcast appearances to understand strategic priorities.
LinkedIn Company Research
Deep-dive company research for sales prep. Pull company overview, recent posts, and insights to get a complete picture before outreach.
Calendly Meeting Prep Agent
Automatically research upcoming Calendly meeting invitees. Get LinkedIn profiles, company data, and talking points before every call.
Auto-Generate Sales Deck from CRM
Pull deal and contact data from HubSpot, research the prospect, and generate a personalized Google Slides presentation for your next call.
Fireflies Sales Call Analyzer
Analyze sales call transcripts from Fireflies for objection patterns, competitive mentions, and talk-time ratios to improve rep performance.
Fireflies Soundbite Library Builder
Build a searchable library of key moments from sales calls — objection handling, product demos, closing techniques — using Fireflies soundbites.
Notion Account Plan Builder
Build detailed account plans in Notion without the manual data gathering. Pull together company context, stakeholder maps, and expansion opportunities.
Gong Call Summary to Slack
Turn Gong call recordings into structured Slack recaps. Keep your team in the lo
Gong to Salesforce Deal Updater
Pull call insights from Gong and push them straight into Salesforce. No more man
Crunchbase Competitor Tracker
Monitor competitor funding moves and get instant Slack alerts so your sales team
SEC Risk Factor Monitor
Read what your prospects are telling the SEC about their biggest problems — then
Hiring Signal Research
Job postings reveal strategy. See what a company is investing in based on who th
Gong Competitive Intel Tracker
Mine Gong transcripts for competitor mentions and build a living competitive int
SEC Earnings Analyzer
Break down a company's latest earnings using actual SEC filings — not headlines.
Crunchbase Market Mapper
Map an entire market segment in minutes. Discover companies, compare funding, an
Crunchbase Account Research
Walk into every sales meeting knowing the funding stage, key people, and convers
SEC Financial Research
Pull quarterly financials straight from SEC filings and build a clean spreadshee
Crunchbase Investor Research
Map a company's investors, research their backgrounds on LinkedIn, and find warm
Crunchbase Lead Prospector
Turn a list of company names into qualified, enriched leads in Salesforce — with
Crunchbase Funding Tracker
Build a structured funding comparison spreadsheet from Crunchbase data in minute
The AI-powered sales intelligence platform for account executives
Cotera replaces hours of manual deal research with AI sales intelligence tools. From conversation intelligence software and AI meeting notes to revenue intelligence platforms and company research — our agents handle the analysis while you close deals.
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Director, Customer Success