Every win creates a pattern,
Every loss leaves a clue
DealTrace lives inside Outlook and uses AI to score your deal threads, detect risk signals, and generate rep playbook. Close more. Lose less.
Features
Everything you need to close smarter
From signal detection to branded deliverables — DealTrace covers the full deal intelligence lifecycle.
Real-time signal detection on every message
DealTrace reads each email in the thread and tags it with engagement signals, urgency cues, and sentiment shifts. Positive, negative, and neutral — every signal is surfaced so you never fly blind.
Powered by Groq LLM inference with sub-5-second response times.
A live health score for every active deal
Get a 0–100 score that tells you exactly where each deal stands. On track, at risk, or critical — DealTrace evaluates win factors, risk signals, and engagement patterns to give you a single source of truth.
Scores update with every new message in the thread.
One-click branded playbooks and case studies
Generate presentation-ready PPTX files directly from your deal data. Won deals become replication playbooks. Lost deals become post-mortems. Every report uses your Sophos branding and is ready to share with leadership.
Template-based generation preserves brand guidelines automatically.
Lives where you already work — inside Outlook
No new tabs, no context switching. DealTrace runs as a native Outlook add-in sidebar. Open any email thread and get instant analysis without leaving your inbox.
Works with Outlook desktop, web, and mobile.
How It Works
Three steps to deal intelligence
Open any email thread
DealTrace detects deal-related conversations automatically and surfaces them in the sidebar.
Get instant analysis
AI scores the thread, tags each message with engagement signals, and calculates a live health score.
Act on insights
Download branded case studies, review win/loss patterns, and apply proven playbooks to your next deal.
Ready to turn your inbox into a deal engine?
Stop guessing which deals will close. Let DealTrace surface the signals your team is missing — right inside Outlook.
Launch DealTrace