How It Works

From Messy CRM Data to Closed Deals in 3 Steps

SalesZipper AI connects to your CRM, scores every opportunity for risk, and gives your team the exact actions needed to rescue at-risk deals — all in under 10 minutes.

Connect Your CRM Data

⏱ 2–10 minutes

Upload a CSV export from any CRM, or connect Salesforce directly via OAuth.

Salesforce live sync: connect via OAuth, no passwords stored.
CSV upload: export Opportunities, Activity History, Stage History, and Contact Roles from any CRM (HubSpot, Pipedrive, Dynamics, Zoho, etc.).
Data is ingested into an isolated, AES-256 encrypted environment.

AI Scores Every Opportunity

⏱ Under 30 seconds for 500 deals

Our AI analyzes five risk dimensions and assigns a 0–100 health score to each deal.

Decision Maker Coverage — Is an economic buyer identified in Contact Roles?
Next Step Completeness — Is a concrete next step logged in the CRM?
Recent Activity — Has there been any call, email, or meeting in the last 7 days?
Close Date Push Count — How many times has the close date moved? (Each push ≈ -12% win rate)
Stage-to-Win-Rate Alignment — Is the deal stalling longer than typical winning deals?

Get a Playbook and Take Action

⏱ One click

Each at-risk deal gets a prioritized action checklist and one-click AI email/Slack/calendar actions.

Specific, deal-tailored next steps (not generic advice).
AI-generated re-engagement email draft using GPT-4 — send directly via Gmail.
Slack alert to the deal team channel.
Google Calendar meeting creation with auto-generated agenda.

How the Risk Score Is Calculated

Each opportunity receives a 0–100 health score based on five independently-weighted signals. Lower scores mean higher risk.

0–39

🔴 High Risk

Requires immediate intervention. Multiple critical signals detected.

40–69

🟡 Medium Risk

Monitor closely. One or two signals need attention.

70–100

🟢 Healthy

On track. Keep up the momentum.

See It in Action

Upload your CRM export and get your first risk report in under 10 minutes. No credit card required.

Start Free Analysis →