Track every deal without leaving the platform
Each call has an editable metrics panel for deal value, prospect details, BANT scoring, probability, stage, expected close date, outcome, cash collected, and follow-up scheduling. One-click AI extraction auto-fills fields from your call transcript.
A lightweight CRM built for sales calls
Sales Seraph is not trying to replace your CRM. It is giving you the deal tracking features that matter most, right where you need them — alongside your calls. Track deal values, prospect information, pipeline stages, and outcomes without switching between tools.
Every call has an editable metrics panel where you can record deal size, prospect company and industry, contact person, decision maker, BANT scores, probability percentage, sales cycle stage, expected close date, deal outcome, and cash collected.
- Deal value and size tracking
- Prospect company name and industry
- Contact person and decision maker identification
- BANT scoring — Budget, Authority, Need, Timeline
- Probability percentage and pipeline stage
- Expected close date and deal outcome
- Cash collected tracking
- Follow-up scheduling with dates
- Custom deal notes
One-click AI extraction from transcripts
The most powerful feature of deal tracking is the AI extraction capability. With one click, the AI reads your call transcript and automatically fills in prospect name, title, company, industry, company size, needs and challenges, decision-making process, pain points, objections, buying signals, and competitors mentioned.
This eliminates the manual data entry that makes CRM usage so painful. Instead of typing notes into fields after every call, the AI does it for you. Your deal records are always up to date because the information comes directly from the conversation.
Context panel for prospect intelligence
Beyond basic deal metrics, each call has a context panel that captures the intelligence extracted from the conversation. Needs and challenges are stored as arrays. Decision-making process steps are mapped. Pain points, objections, buying signals, and competitor mentions are all captured.
This context panel becomes more valuable over multi-call deals. Each conversation adds to the intelligence picture, giving you a comprehensive understanding of the prospect that goes far beyond what a traditional CRM contact record provides.
How deal tracking integrates with your workflow
Deal tracking in Sales Seraph works alongside your existing CRM, not against it. Use Sales Seraph for the fast, call-adjacent tracking that needs to happen in real time, then sync the data to your primary CRM through integrations.
For solo reps who do not use a dedicated CRM, Sales Seraph's deal tracking features provide everything needed to manage a pipeline. For teams with established CRM workflows, it serves as the fast-capture layer that feeds accurate data into the main system.
Track deals right where you sell
Start using Sales Seraph's built-in deal tracking and experience one-click AI extraction. Your pipeline data has never been this accurate or this easy to maintain.
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