Learn from Every Loss
Auto-analyze lost deals for patterns
Stop losing deals for the same reason. Our AI agent analyzes all your lost opportunities, identifies critical patterns and trends, and gives you the actionable insights you need to improve your strategy and win more.
See it in action
Auto-analyze lost
Persistent Failures, Predictable Losses
You lose a big deal, the team has a quick “post-mortem,” and then everyone moves on. You have a gut feeling you’re losing for the same reasons over and over, but you have no data to prove it, so nothing ever changes and the cycle repeats.
Deal loss analyzer
Key Features
Data Aggregation
The agent automatically pulls data from your CRM on all deals marked as “Closed-Lost,” including all notes, call transcripts, and emails associated with them.
Thematic Pattern Recognition
The AI analyzes all of this unstructured text data to identify and tag the most common reasons for losing (e.g., “Price,” “Missing Feature,” “Went with Competitor X”).
Insights Dashboard
The agent provides a clear dashboard showing you which competitors you lose to most often and which objections are most frequently derailing your deals.
Use Cases
Use-Cases for Auto-analyze
Software Company
Discovered from the data that they were losing 30% of deals due to a specific missing feature. They used this data to justify prioritizing the feature on their product roadmap.
Mid-Market Sales Team
Realized their main competitor was winning on price 60% of the time. They created a new “competitor battlecard” and trained the team on value selling, cutting their losses to that competitor in half.
Tech Startup
Found that deals were most often lost right after the initial demo, leading them to completely revamp their demo process and improve their follow-up strategy.
More Agent Template
Daily AI-generated Action List
Creates daily task lists based on CRM activity, pending actions, and goals.
Extract leads from website forms
Pulls data from web forms and routes qualified leads to sales teams.
Auto-assign leads based on rules
Assigns leads using territory, source, or priority logic to the right rep.
Voice note → Lead creation
Transcribes voice notes and creates structured lead entries with tags and reminders.
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Weekly sales summary email
Sends weekly summaries of sales activity, outcomes, and pipeline movement.
Predict deal win probability
Uses AI to predict likelihood of deal closure based on lead behavior and history.
Lead scoring using AI
Ranks leads based on profile match, activity, and conversion potential.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Smart rescheduling for missed calls
Detects missed calls and rebooks meetings based on availability.
Auto-create tasks from WhatsApp
Converts WhatsApp chats into actionable CRM tasks with context.
Email Automation Benefits
Value Proposition
Stop making the same mistakes and start winning more.
Get objective, data-driven insights into why you’re losing.
Make strategic decisions about your product, pricing, and sales training.
Turn your losses into your greatest learning tool.
FAQ
It applies NLP to parse notes, emails, call summaries, and fields, then runs thematic clustering to surface patterns and group them into coherent “lost reason” categories for dashboards.
Yes. Data is isolated per account and used solely to improve the private model for that tenant; it isn’t shared or used to train global models, aligning with strict data governance.
Absolutely. Define custom taxonomies, map existing picklists, and tune thresholds so categories reflect the organization’s language and segments.
As far as the CRM provides. The system ingests the entire Closed–Lost history available through the CRM API or export, enabling multi-year trend analysis.
Run on demand or on a schedule (e.g., quarterly), with comparisons across periods to monitor shifts in competitor pressure, pricing objections, or product gaps.
Automate with AI
Start your free trial today.
Stop guessing why you lose. Start knowing. Turn your losses into your biggest strength. Activate your Deal Loss Analyzer today.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
