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AI summaries for Salesforce Leads and Opportunities
DealScope helps your team understand a record in seconds.
Get a short summary, buying signals, risks, and a draft follow-up email прямо inside Salesforce
Install in Sandbox Watch Demo
Works inside Salesforce record pages | No Einstein add-on required | Personal data can be excluded before processing

See the brief directly on the Salesforce record page

DealScope appears right where your team already works.
No separate workspace, no extra chat window, no need to dig through activity history just to understand what is going on
  • TL;DR summary
  • Buying signals and risks
  • Draft follow-up email
Learn more
Salesforce records hold the context. But it still takes too long to read it
  • Sales reps and admins often need to understand a Lead or Opportunity fast.
    But in real life, the useful context is buried across notes, fields, status changes, and activity history
  • That creates a simple problem: people either spend too much time reading the record, or they skip context and write weak follow-ups
  • DealScope is built to solve that. It turns the record into a short, useful AI brief your team can act on
What DealScope generates
  • TL;DR Summary
    A short overview of what matters most in the Lead or Opportunity
  • Buying Signals
    Highlights signs of intent, urgency, budget interest, or internal momentum
  • Risks
    Spots blockers, missing context, or warning signs that may slow the deal down
  • Draft Follow-Up Email
    Creates a ready-to-edit email based on the CRM record context
Why teams look for an alternative to Salesforce Einstein summaries

Some Salesforce teams want AI help inside CRM, but the built-in route is not always the best fit.

  • Common reasons teams look for an alternative:
    • They do not want extra AI add-ons
    • They need something simpler
    • They want value directly on the record page
    • They care more about a short brief and a usable email draft than about a broad AI layer
    DealScope focuses on that exact use case: practical AI output for Leads and Opportunities, without unnecessary complexity
Why DealScope is different
  • Built for records, not generic chat
    DealScope is designed around the Lead and Opportunity workflow inside Salesforce
  • Focused output
    Your team gets a brief, signals, and a draft email -- not a long AI conversation
  • Works inside Salesforce
    Users stay on the record page and get value where they already work
  • Practical for smaller teams
    DealScope is made for teams that want useful AI without heavyweight enterprise setup
Example AI brief
TL;DR
The lead asked for pricing, mentioned a possible rollout next quarter, and involved an operations manager early in the discussion.

Buying signals
  • Asked about implementation timing
  • Shared a concrete team use case
  • Mentioned budget planning window

Risks
  • No confirmed decision-maker yet
  • No target close date in the record

Draft follow-up email
Subject: Next steps for your Salesforce workflow
Hi Sarah,
Thanks again for the context today. Based on what you shared, I think DealScope could help your team get faster visibility into Lead and Opportunity records without adding extra work for reps.
A simple next step would be a short demo focused on your current workflow and what your team needs to see on each record.
Best,
[Your Name]
Who DealScope is for

DealScope is built for teams that live in Salesforce and want faster context without extra friction

    • Salesforce admins
    • Salesforce consultants
    • Small sales teams
    • RevOps teams
    • Companies that want AI help for Leads and Opportunities without extra AI add-ons
Designed with careful data handling in mind
DealScope uses a backend-based architecture that supports a controlled processing flow.
This makes it possible to take a more careful approach to AI data handling, including selective field use and excluding personal data before processing when needed
Trust bullets:
  • Backend-controlled processing flow
  • Personal data can be excluded before processing
  • Admin-controlled usage model
How It Works
Step 1
Open a Lead or Opportunity in Salesforce
Step 2
Click Generate in the DealScope panel
Step 3
Review the brief and use the draft email
That is all your team needs to get useful context fast
FAQ
  • Does DealScope work inside Salesforce?
    Yes. DealScope is designed to appear directly on Salesforce record pages
  • What records does it support?
    DealScope currently supports Leads and Opportunities
  • Is this the same as Salesforce Einstein?
    No. DealScope is a separate product focused on short AI briefs and follow-up email drafts for Salesforce records
  • Who is this for?
    It is mainly for Salesforce admins, consultants, and small sales teams that want practical AI help inside CRM records
  • Can personal data be excluded?
    DealScope is designed with a controlled processing model that can support excluding selected data before AI processing
  • Do users need to leave Salesforce to use it?
    No. The value is delivered directly on the record page
Made on
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