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What is Needle?

Needle is a proactive GTM agent platform built to help sales and revenue teams manage pipeline activity, deal follow-up, CRM hygiene, and revenue operations from Slack or Microsoft Teams. Instead of acting like a static dashboard, Needle functions as a personal AI teammate that can take action, surface risks, and suggest next steps inside the communication tools revenue teams already use. Each user gets a Needle agent that acts on their behalf, mirrors their permissions, and only accesses tools, data, and workflows that the user is authorized to use. The platform connects to CRM systems, email, calendars, documents, spreadsheets, call recordings, enrichment tools, outbound platforms, and thousands of other integrations. Needle can detect stalled opportunities, identify quiet champions, draft follow-up emails, attach relevant case studies, update CRM fields, research accounts, enrich contacts, and create action plans for deals that need attention. Its proactive behavior allows it to flag pipeline risks before a manager or rep has to search for them manually. The platform maintains memory and reusable skills so agents can learn how a team works and repeat preferred workflows over time. Needle routes work across multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax to match tasks with the right model while avoiding vendor lock-in. Security is designed around sensitive revenue workflows, with explicit app connections, permission mirroring, private company context, and a commitment not to train models on customer data. Compliance and security posture include SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle helps GTM teams turn AI agents into practical revenue operators that keep deals moving, reduce administrative overhead, and improve pipeline visibility.

What is Dealwize?

Dealwize operates as an independent AI Sales Agent specifically designed for B2B revenue teams, enhancing deal progression by offering greater transparency through the analysis of calls, transcripts, and emails. It autonomously creates mutual action plans, collects qualification data, spots potential risks, tracks buyer engagement, and ensures alignment between sellers and buyers with a cohesive strategy. By simply uploading a recording, meeting notes, transcript, or email conversation, the AI adeptly extracts vital information such as milestones, accountable individuals, next actions, goals, risks, stakeholders, and qualification metrics, all while automatically updating a client-ready roadmap without requiring manual effort. The AI Deal Health feature provides an impartial evaluation of opportunity quality by detecting missing budgets, disengaged economic buyers, legal or security obstacles, possible ghost risks, and other issues that could jeopardize the sales forecast. Moreover, Dealwize captures frameworks like MEDDIC, BANT, and CHAMP directly through customer interactions, greatly reducing the necessity for manual CRM management and empowering sales teams to concentrate on high-level strategies. This all-encompassing methodology not only boosts the productivity of revenue teams but also enhances their capacity to close deals successfully and foster robust client relationships, ultimately leading to improved sales performance. With Dealwize, sales professionals can devote their time to more impactful tasks while the AI takes care of the intricate details.

Media

Media

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
Jira
MCPTotal
Microsoft OneDrive
Notion
Slack
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$199/agent/month
Free Version
Free Trial Offered?

Pricing Information

$49 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Needle

Date Founded

2024

Company Location

United States

Company Website

needle.app/

Company Facts

Organization Name

Dealwize

Company Location

United States

Company Website

dealwize.co

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