Learn from Every Loss.
Lost Deal Analysis Agent
Stop losing deals for the same reasons. 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
Lost Deal Analysis
The Recurring Failure
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.
Lost Deal Analysis Agent
Key Features
AI-Powered Data Aggregation
Automatically pulls data from your CRM on all deals marked as “Closed-Lost,” including all notes, call transcripts, and emails.
Thematic Pattern Recognition
The AI analyzes all unstructured text to identify and tag the most common reasons for losing (e.g., “Price,” “Missing Feature,” “Went with Competitor X”).
Competitor & Objection Insights Dashboard
Provides a clear dashboard showing which competitors you lose to most often and which objections are most frequently derailing your deals .
Use Cases
Use-Cases for Lost Deal Analysis Agent
A Software Company
Discovered they were losing 30% of deals due to a specific missing feature, and used this data to justify prioritizing it on their product roadmap.
A Mid-Market Sales Team
Realized their main competitor was winning on price 60% of the time, so they created a new “competitor battlecard” and trained the team on value selling.
A 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.
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Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
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Lost Deal Analysis Agent
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
A Lost Deal Analysis Agent is an AI-powered CRM feature that tracks why potential customers didn’t convert. It identifies lost sales opportunities by analyzing customer behavior, competitor pricing, communication gaps, and regional buying trends. Businesses use it to reduce churn and improve win rates.
Lost deal analysis helps companies uncover why deals are slipping away—whether it’s due to pricing, local competitors, slow response time, or poor follow-ups. By understanding these factors, businesses can improve sales strategies, increase conversions, and capture more local market share.
By using real-time AI insights, the agent highlights top reasons for deal loss such as:
Wrong pricing strategy for your local market
Lack of personalized follow-up
Competitor’s stronger offer in the same city/region
Customer hesitation due to trust or service quality
This allows your sales team to adapt quickly and win more deals in your geography.
Yes ✅. Whether you run a clinic in New York, a real estate agency in London, or a wellness center in Mumbai, the Lost Deal Analysis Agent adapts insights to your local GEO factors such as customer demand, competitor activity, and regional sales trends.
It automatically plugs into your CRM system (HubSpot, Salesforce, Zoho, or custom CRMs). Every lost deal is tagged with a reason code and geo insights, giving you a detailed report on which regions, industries, or demographics have higher loss rates.
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
