AI deal intelligence for revenue teams

The deal workspace that thinks like your best operator.Every note becomes a next move.

Halvex turns meeting notes, stakeholder movement, blockers, and pipeline drift into a workspace your team can actually run from. Morning briefing, tasks, signals, forecasting, and the live deal all stay connected.

You should never have to remember what matters in a deal. The system should already know.

Morning briefing
Live every day
Next action
Always explicit
Forecast view
Deal-aware
Deals / Enterprise Pipeline / Meridian Partners
Log activity
Advance stage
Meridian PartnersFinancial ServicesLondon, UK#DE-0428
Platform expansion, EMEA rollout
£248,500Annual contract value
76
Likely to close this quarterStrong champion engagement · Budget confirmed · 2 outstanding objections
+14
7d change
Proposal
OverviewManageIntelligenceConversationsDocuments
Morning briefing
Generated 06:42 · based on 23 signals
Sarah Chen forwarded your proposal to their CFO yesterday evening. The main blocker is the SSO integration question raised on the May 14th call; sending the technical brief to Marcus before Thursday’s follow-up would remove the last procurement objection.
Draft email to Marcus
Prep for Thursday's call
Remind me tomorrow
Signal
Forwarding behaviour from the champion suggests internal momentum rather than passive review.
Watch
Legal has been quiet for 12 days. If the brief lands late, procurement timing may slip the quarter.
Recommended next action
Send the SSO technical brief to Marcus before Thursday's follow-up call.
Stakeholders
7 mapped
SC
Sarah ChenHead of Operations · Champion
JH
James HollowayVP Finance · Economic buyer
MD
Marcus DevlinIT Director · Technical gatekeeper
PL
Priya LaghariRegional Director · Active sponsor
Close forecast
Model view
Q2 (this quarter)68%
Q3 (slips)24%
Lost / stalled8%
Run the workspace from one surfaceOverview, tasks, signals, documents, and stakeholder context stay tied to the same deal state.
Give reps a clearer next moveEvery recommendation is grounded in actual notes, actual people, and actual timing risk.
Give leaders a forecast they can trustPipeline view, risk pressure, and execution lag roll up from the work already happening in deals.
Product

Built to feel like an operating system for revenue, not another dashboard.

Halvex is designed around the way deals actually move: conversations create signal, signal creates action, action changes forecast quality. The product keeps that chain visible.

Morning Briefing

Start the day with a point of view

Halvex reads the whole workspace and tells reps what needs action, what is slipping, and which opportunities are actually moving.

Deal Workspace

Run every account from one operating surface

Notes, tasks, project plans, stakeholders, documents, and AI coaching stay in the same workspace so context never fragments.

Signals And Forecast

See pressure before it becomes regret

Track stakeholder movement, blockers, timing risk, and revenue exposure with a clearer view of what to push, rescue, or deprioritize.

Workflow

From every call note to a confident next move.

01

Capture the truth of the deal

Reps paste call notes, log updates, or connect the system they already use. Halvex turns raw information into usable structure.

02

Create the next move automatically

Tasks, project steps, stakeholder actions, and recommended follow-ups are generated inside the deal instead of living in scattered tools.

03

Run the whole workspace from signal, not guesswork

Overview, signals, tasks, and the deal workspace stay aligned so the team sees the same pressure and acts from the same picture.

What teams get back

Less drift. Better follow-through. Cleaner decisions.

The value is not just AI output. It is the shared rhythm: one place to see what matters, one place to act, and a clearer line from execution to forecast.

Recommended actionsAction cards are specific enough to draft, send, schedule, or assign immediately.
Stakeholder claritySee who is active, who is blocking, and where political gaps are starting to form.
Execution pressureTasks, project-plan milestones, and success criteria all feed the same prioritized queue.
Forecast qualityLeaders see revenue pressure shaped by real activity, not just stage labels and optimism.
Pricing

Simple enough to start fast.

Start with one workspace, bring in the team, and let the system prove its value in the way your pipeline gets run day to day.

£79per workspace / month
Unlimited deals, contacts, and deal workspaces
AI briefings, recommended actions, and task generation
Signals, forecasting, and deal-level risk detection
Meeting intelligence, stakeholder mapping, and project plans
Start free14-day free trial. No credit card required.
For larger teams

Designed for the whole operating rhythm.

Halvex works best when reps, managers, and revenue leaders are all looking at the same live picture. The product language, workflows, and reporting are built around that shared system.

Shared deal workspaces with the same narrative across rep and leader views
Commercially aware pipeline and forecast views anchored in real deal execution
Daily operating rhythm across overview, tasks, signals, and the live deal workspace
Start now

Stop reconstructing the deal from memory.

Halvex gives your team a clearer way to run the day: one morning briefing, one deal workspace, one place to turn signal into action and action into revenue.

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