Connect your sales tools and set up AI-powered deal analysis in 4 steps
Deal analysis is the foundation of Hindsight. Connect your sources and Hindsight aggregates the calls, emails, CRM records, and documents for each deal into one verified record — a Deal Review — that powers everything else: your library, the Compete Agent, custom AI, and Plays.
One verified record per deal — exec summary, scored decision drivers, competitors, and features, all cited back to source documents.
Connect Integrations
Connect your sales tools to automatically import deals, calls, and customer
data. Hindsight integrates with all major CRM and sales platforms. Popular
Integrations:
Gong, Clari, Outreach, Fathom: Sales call transcription and insights. See Gong Integration
API: Push any document or transcript straight onto a deal — useful for sources Hindsight doesn’t integrate with natively. See Upload to a deal.
Control what comes across from the CRM Settings page. Define which deals get pulled, which objects and properties are imported, and where Hindsight writes insights back to your CRM.
Customize Analysis
Tailor Hindsight’s analysis to match your business needs.
Metric scores over time and answer rollups aggregated across all analyzed deals.
Push any document or transcript directly onto a deal
Connect context sources using our native integrations, or use our API.
Need to bring in a source Hindsight doesn’t integrate with natively — a data warehouse export, a custom note-taker, an internal tool? Use the API to attach documents and transcripts to a deal by deal_id, salesforce_id, or hubspot_id. PDFs, Office files, Markdown, audio, and video are all accepted, and recordings are transcribed automatically. See Upload to a deal.
Deal analysis runs automatically — you don’t trigger each review by hand.
Sync cadence — Hindsight pulls the latest from your connected integrations every 12 hours while a deal is open, and continues for 14 days after it closes, so late-arriving calls and notes still make it in.
Re-analysis triggers — a Deal Review re-runs on every stage change (including a move to Closed Won / Closed Lost), when a deal meets your auto-import criteria, and whenever new context is added — an uploaded document, an API push, or a completed win-loss interview.
Manual runs — you can re-analyze any deal on demand after new information lands, or backfill historical deals that were never analyzed.
Each review produces a structured deal story — executive summary, timeline, stakeholders, decision drivers, competitive landscape, key quotes, and lessons learned — and can sync win/loss reasons and custom fields back to your CRM. See the full Deal Reviews guide for the complete breakdown.
One verified record per deal — exec summary, scored decision drivers, competitors, and features, all cited back to source documents.
Query the verified layer in natural language and let Hindsight pick the right tools across your deals, library, and the web.
In-app — use Chat for ad-hoc questions (“why did we lose enterprise deals to Crayon last quarter?”).
Over MCP — point Claude, ChatGPT, or your own agent at Hindsight’s tools and analyze deals from inside your existing workflow. See MCP.
Compose & schedule — save a working prompt as a Recipe and run it on demand or on a recurring cadence, delivered to Slack or email. See Build Your Custom AI.
For standing metrics, the dashboard turns your analyzed deals into pre-built charts — no prompting required. Filter by date, segment, or competitor and read win rate, revenue, and the drivers behind outcomes at a glance.
Executive Overview — win rate, revenue won, and the top win/loss drivers across your filtered deals.
The dashboard also rolls up your custom metric scores and answers across every analyzed deal, so configured rubrics and free-form questions become trended, aggregate views.
Metric scores over time and answer rollups aggregated across all analyzed deals.
