Ultimate clarity for every deal.
Simplify the sale. Win more deals.
Optimize sales and revenue.
Empower your insurance business
Optimize script consistency.
Better listening. Better results.
Know which deals are likely to close (and when) to build
fact-based revenue projections.
To estimate upcoming sales and revenue, what you want is less opinion and more real data, straight from customer and prospect interactions. Plus objective scoring and unbiased insights for every open opportunity.
Want to review any deal in progress? Easy. Open any past conversation and check out the Summary, Call Score and Engagement Score. Get up to speed on an hourlong conversation in mere minutes.
Want a full view of all open deals? Check out your Opportunity Report, including Sale Stage, Call Score, Sentiment Score, and Call Recap, to find areas that need attention. Team leads can view Opportunity Reports for the entire team.
An accurate sales and revenue forecast isn’t just important to your sales department. When you create projections based on solid data and AI-analysis, you’re allowing others — from the C-suite on down — to make sound strategic decisions.
As a sales and revenue leader, unbiased pipeline visibility lets you:
Find out by looking at the Pipeline Report, which includes deal amounts and projected close dates of all your open opportunities. If you’re a team lead, your report will include all team members.
From the very first call you record with TRAQ, our AI analyzes and scores the myriad qualitative and quantitative factors that lead to wins and losses; the resulting insights become more powerful with each conversation.
Our Free Monthly Plan gives you 5 hours of effortless meeting notes and dozens of insights to win more deals. No credit card required.