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Introducing Deal Insights and more

Deal Insights, WebEx and RingCentral integrations, OAuth enforcement, CSV export and improved AI search.

Deal Insights: every deal, scored after every call

Deal Insights: every deal, scored after every call

The moment a meeting ends, Demodesk reads the transcript, every prior call with that prospect and your CRM context. You get a 0–100 health score with a trend since the last meeting, a coaching hint and the next step to take – with an owner and a date.

  • Health score after every call – On track, stalling or at risk, tracked over time.
  • Your framework – Works out of the box with SPICED, MEDDIC, BANT or your own.
  • CRM-ready – Push deal health into Salesforce, HubSpot or Pipedrive through CRM Concierge (requires CRM Concierge).

Try it out

Record everything with the mobile app

Record everything with the mobile app

Demodesk now has a dedicated mobile app. In-person meetings, field visits and on-site demos no longer go unrecorded – no more missing transcripts, coaching or CRM updates.

Download: Google Play · App Store

Other enhancements

  • Enforce OAuth sign-in – Admins can turn on company-wide Google or Microsoft sign-in under Settings → Company Profile.
  • CSV export for teammates – Admins and managers can export the teammates list from Settings (respects enabled columns).
  • RingCentral integration – Bring RingCentral recordings into Demodesk for transcription and analysis.
  • WebEx integration – The Notetaker now joins WebEx meetings automatically.
  • AI improvements – Better search for meetings and insights, improving answer quality.