Dealforge

DealForge is a voice-native AI sales agent built to move B2B deals forward, not just answer customer questions.

Traditional AI sales assistants can have conversations, but the valuable business context often remains buried inside transcripts. DealForge converts a natural voice conversation into a live, structured Deal State and continuously uses that state to decide what should happen next.

During a conversation, DealForge naturally qualifies the customer using MEDDIC—identifying pain, metrics, economic buyer, decision criteria, decision process, and champion—without forcing the customer through a rigid questionnaire. It remembers the context of the opportunity and adapts its questions based on what it has already learned.

When the conversation reaches negotiation, DealForge does not blindly promise discounts. It checks business policy and can request human approval when a commercial decision requires authorization. This creates controlled autonomy: the AI can move the deal forward, while business rules and humans remain in control of high-impact decisions.

Once the customer is qualified, DealForge can take real business actions. It can update the opportunity and customer context in HubSpot CRM and schedule the next meeting through Cal.com. These actions become part of the deal's persistent state and activity history rather than disappearing when the conversation ends.

The manager gets a live Deal Workspace showing Deal Intelligence, MEDDIC qualification, Deal State, risk, sentiment, negotiation/discount activity, pending approvals, next-best action, and external actions.

The core workflow is:

Voice Conversation → Understand → Remember → Qualify → Decide → Check Policy → Human Approval when required → Execute Actions → Update Deal State → Continue the Deal.

DealForge is designed for B2B sales teams handling high volumes of inbound opportunities, where sales representatives spend significant time on qualification, repetitive conversations, CRM updates, negotiation, and scheduling.

The key idea behind DealForge is Controlled Autonomous Selling:

AI can negotiate. AI can take action. But AI cannot break business policy.

Instead of building another AI voice chatbot, DealForge turns a voice conversation into an actionable, auditable business workflow that can actually move a deal toward its next outcome.