HOW DEALWHISTLE WORKS
A clear next step for every deal.
Dealwhistle helps small B2B sales teams identify stalled deals, keep next steps in view, and follow team-approved rules for rep nudges and daily pipeline reports.
Gmail scans require owner authorization.
The workspace owner can authorize Google access and start an on-demand, read-only Gmail scan. It does not send email, change Gmail messages, or run in the background. Real-inbox validation has not been confirmed, and no CRM connector is currently available. Connected-source monitoring is inactive.
Saving a source selection records setup intent only. It does not connect an account or turn monitoring on.
A team rhythm built around the next move.
The steps below describe the workflow. Gmail scans require an owner to authorize Google and start each read-only scan; connected-source monitoring is inactive.
- 01
Authorize an on-demand Gmail scan
The workspace owner must authorize Google access and start each scan. Gmail scans are read-only: they do not send email, change Gmail messages, or run in the background.
Real-inbox validation has not been confirmed. - 02
Find the deals that need attention
When deal signals are available, Dealwhistle helps reps notice stalled movement, missing next steps, and follow-ups that are due.
Each signal points back to the deal and its next step. - 03
Nudge reps by team-approved rules
Your team sets and approves the follow-up rules. When a signal matches, the responsible rep gets an in-app nudge with the context and next action.
The team decides the follow-up rhythm. - 04
Use one daily pipeline report
The daily report brings deals that need a next step and follow-ups due into a concise team view, so reps can start the day knowing where to focus.
A shared routine for the work ahead.
One quiet deal. Two distinct paths.
The deal, email, activity, rule, and nudge below are sample data. They are not a real customer record, a real inbox result, or a verified customer outcome.
- 01SAMPLE OPEN DEAL + EVIDENCE
One unique match to an open deal
Deal: “Acme renewal” — Open. Gmail subject: “Acme renewal — revised proposal.” A Gmail quiet-deal finding requires one unique open-deal match; here, the subject matches only this open deal. The latest verified buyer reply says, “We’ll review the revised proposal this week.”
- 02SAMPLE GMAIL RULE + FINDING
Fourteen quiet days suggest a manual follow-up
The verified buyer reply is on sample Day 0; seller-only follow-ups on Days 8 and 15 do not reset the clock. The owner starts an on-demand, read-only scan on sample Day 16, 16 days after the reply and beyond the 14-day threshold. With no verified buyer reply, the clock starts from first outbound. The finding suggests asking the buyer to confirm a next-step date; it sends no email and creates no in-app nudge.
- 03SEPARATE SAMPLE RULE PATH
Stored deal activity matches an active rule
On the same sample deal, stored activity records a missed follow-up: “Send revised renewal proposal.” An active, team-approved sample rule for missed-follow-up activity matches that evidence.
The rule produces a separate nudge.
The matching rule uses the stored missed-follow-up activity for the same sample deal, “Acme renewal.” This nudge comes from that separate rule match, not from the Gmail finding.
“Review the missed follow-up for Acme renewal.”
Signal in. Shared next steps out.
Once a deal signal is available, an approved team rule can turn it into an in-app nudge and a clear place in the day’s pipeline report.