RICAVI WIN
Your CRM says "Negotiation." Is the deal actually healthy?
Ricavi scores every deal 0 to 100 across nine weighted categories, based on what happened on the calls, not what your rep remembered to type. Green means on track. Red means act now. No more guessing.
Trusted by great sales teams at:
Trusted by great sales teams at:
Trusted by great sales teams at:
Nine categories.
One score. No guesswork.
Problem statement quality. Discovery depth. Business case evidence. Buying committee coverage. Internal project status. Proposal quality. Commercial alignment. Procurement path. Mutual action plan. Each score is weighted and rolled into a single health band: green, amber, or red.
Methodology adherence,
measured on every call.
Every conversation gets a Method Score showing how closely the rep followed your framework. Over time, you see who's consistent and who's improvising. Combine it with the Deal Score and you get the full picture: is the process working, and is the rep following it?
Seven risk signals.
All watched automatically.
Score drops below 60: red card and manager alert. Deal goes quiet for 14 days: three-step revival plan. Stage unchanged for 30 days: agentic action to progress. Close date passed: re-forecast prompt. Single-threaded deal: introduction request. Each trigger fires a specific action, not just a flag.
Connect your tools
Works with the tools your team already uses.
Gmail
Gmail
Outlook
Outlook
Microsoft Teams
Microsoft Teams
Hubspot
Hubspot
Salesforce
Salesforce
Google Calendar
Google Calendar
OneDrive
OneDrive
Slack
Slack
Drive
Drive
Zoom
Zoom
Microsoft Dynamics
Microsoft Dynamics
More tools to
stay on track.
More tools to
stay on track.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
The one percenters that add up, built to keep your reps focused and your pipeline clean.
Deal timeline
Every call, email, CRM update, and score change on a single timeline.
Deal timeline
Every call, email, CRM update, and score change on a single timeline.
Deal timeline
Every call, email, CRM update, and score change on a single timeline.
Morning briefing
A daily email with at-risk deals, stalled opportunities, and coaching priorities.
Morning briefing
A daily email with at-risk deals, stalled opportunities, and coaching priorities.
Morning briefing
A daily email with at-risk deals, stalled opportunities, and coaching priorities.
Buying committee map
Which roles are engaged and which are missing, all tracked from your calls.
Buying committee map
Which roles are engaged and which are missing, all tracked from your calls.
Buying committee map
Which roles are engaged and which are missing, all tracked from your calls.
Competitive mentions
Competitor named on a call? Ricavi tags it and surfaces the exact context instantly.
Competitive mentions
Competitor named on a call? Ricavi tags it and surfaces the exact context instantly.
Competitive mentions
Competitor named on a call? Ricavi tags it and surfaces the exact context instantly.
Single-thread alerts
Only one contact on a deal? Ricavi flags the risk and suggests an action.
Single-thread alerts
Only one contact on a deal? Ricavi flags the risk and suggests an action.
Single-thread alerts
Only one contact on a deal? Ricavi flags the risk and suggests an action.
Configurable thresholds
Set your own risk scores, stall windows, and close date warnings.
Configurable thresholds
Set your own risk scores, stall windows, and close date warnings.
Configurable thresholds
Set your own risk scores, stall windows, and close date warnings.
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Real feedback.
Real results.
Real feedback.
Real results.
Ricavi captures every sales conversation and acts as an assistant for your team.
Ricavi captures every sales conversation and acts as an assistant for your team.
“We all think we have some idea of sales until we hear what Coach Pilot has to offer. Ricavi is a must for business owners and sales executives.”
Jamie Lingham
CEO, Absolute Immigration
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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Sales performance lift.
Teams that get coached consistently outperform those that don't by 6.3x.
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0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
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More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
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0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
Question?
We got answers.
Question?
We got answers.
Need help?
Talk to our team and we’ll show you a custom walkthrough.
Talk to our team and we’ll show you a custom walkthrough.
How is the deal health score calculated?
Ricavi scores every deal across nine weighted categories: Problem Statement Quality, Discovery Brief, Business Case/ Impact, Buying Committee, Internal Project Status, Proposal/Presentation Quality, Commercial Alignment, Procurement Path, and Mutual Action Plan. Each category is scored 0 to 2 based on evidence from your calls, not CRM entries.
How is the deal health score calculated?
Ricavi scores every deal across nine weighted categories: Problem Statement Quality, Discovery Brief, Business Case/ Impact, Buying Committee, Internal Project Status, Proposal/Presentation Quality, Commercial Alignment, Procurement Path, and Mutual Action Plan. Each category is scored 0 to 2 based on evidence from your calls, not CRM entries.
How is the deal health score calculated?
Ricavi scores every deal across nine weighted categories: Problem Statement Quality, Discovery Brief, Business Case/ Impact, Buying Committee, Internal Project Status, Proposal/Presentation Quality, Commercial Alignment, Procurement Path, and Mutual Action Plan. Each category is scored 0 to 2 based on evidence from your calls, not CRM entries.
What are critical gates?
Three of the nine categories are critical gates: Problem Statement Quality, Discovery Brief, and Business Case Evidence. If any of these scores zero, the deal is automatically marked red regardless of how well it scores in the other categories.
What are critical gates?
Three of the nine categories are critical gates: Problem Statement Quality, Discovery Brief, and Business Case Evidence. If any of these scores zero, the deal is automatically marked red regardless of how well it scores in the other categories.
What are critical gates?
Three of the nine categories are critical gates: Problem Statement Quality, Discovery Brief, and Business Case Evidence. If any of these scores zero, the deal is automatically marked red regardless of how well it scores in the other categories.
Does the score update automatically?
Yes. After every call, Ricavi re-evaluates all nine categories based on what was discussed. The score reflects the latest state of the deal as evidenced by actual conversations.
Does the score update automatically?
Yes. After every call, Ricavi re-evaluates all nine categories based on what was discussed. The score reflects the latest state of the deal as evidenced by actual conversations.
Does the score update automatically?
Yes. After every call, Ricavi re-evaluates all nine categories based on what was discussed. The score reflects the latest state of the deal as evidenced by actual conversations.
What happens when a deal goes stale?
When a deal has no activity for 14 days, Ricavi flags it and creates a three-step revival plan: a re-engagement email, a LinkedIn message, and a call script.
What happens when a deal goes stale?
When a deal has no activity for 14 days, Ricavi flags it and creates a three-step revival plan: a re-engagement email, a LinkedIn message, and a call script.
What happens when a deal goes stale?
When a deal has no activity for 14 days, Ricavi flags it and creates a three-step revival plan: a re-engagement email, a LinkedIn message, and a call script.
Can I customise the scoring categories and weights?
The nine categories and their weights are based on industry best practice. Critical gates and risk trigger thresholds (stall windows, score thresholds, close date warnings) are configurable to match your team's process.
Can I customise the scoring categories and weights?
The nine categories and their weights are based on industry best practice. Critical gates and risk trigger thresholds (stall windows, score thresholds, close date warnings) are configurable to match your team's process.
Can I customise the scoring categories and weights?
The nine categories and their weights are based on industry best practice. Critical gates and risk trigger thresholds (stall windows, score thresholds, close date warnings) are configurable to match your team's process.
How is this different from my CRM's pipeline view?
Your CRM shows which stage a deal is in based on what your rep selected. Win shows whether the deal is actually healthy based on what happened on the calls. A deal can be in "Negotiation" in your CRM but score Red because discovery was never completed.
How is this different from my CRM's pipeline view?
Your CRM shows which stage a deal is in based on what your rep selected. Win shows whether the deal is actually healthy based on what happened on the calls. A deal can be in "Negotiation" in your CRM but score Red because discovery was never completed.
How is this different from my CRM's pipeline view?
Your CRM shows which stage a deal is in based on what your rep selected. Win shows whether the deal is actually healthy based on what happened on the calls. A deal can be in "Negotiation" in your CRM but score Red because discovery was never completed.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.