Deal Probability & Forecast AI

Deal Probability & Forecast AI

OptiKratos Deal Probability AI predicts close likelihood for every open opportunity — combining CRM activity, call sentiment, WhatsApp engagement, and historical win/loss patterns on one unified revenue platform.

  • Forecast revenue with model-backed precision
  • Identify at-risk deals before they slip
  • Help managers prioritise coaching time
  • Reduce forecasting bias from rep over-optimism
  • Unified signal from calls, WhatsApp, and CRM activity
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What Deal Probability & Forecast AI does

Pilot

Deal close probability score

Per-deal probability percentage updated daily based on pipeline activity.

Forecast roll-up

Weighted pipeline forecast at team and company level powered by ML.

Deal risk flags

Automatic flag when a deal shows declining activity, sentiment, or engagement.

Competitor mention tracking

Surfaces deals where a competitor was mentioned in a transcript.

Historical win-rate benchmarks

Compare current deal to similar historical deals for context.

Forecast vs. actual reporting

Track model accuracy over time and calibrate for your business.

Why teams use Deal Probability & Forecast AI

  • Forecast revenue with model-backed precision
  • Identify at-risk deals before they slip
  • Help managers prioritise coaching time
  • Reduce forecasting bias from rep over-optimism
  • Unified signal from calls, WhatsApp, and CRM activity

Included in

AI Pro tier

View pricing & plan details →

Built for regulated environments

Tenant-isolated RAG

Your training data never crosses tenant boundaries. Each organisation has a dedicated vector store.

RBAC on AI APIs

Role-based access controls on every AI endpoint — fail-closed by default when permissions are absent.

Cloud SaaS · Operated by Synoviq

Fully managed cloud infrastructure. No GPU hardware to provision, no model updates to manage.

AI packaging — included in your plan

Every tier is operated by Synoviq on a multi-tenant cloud — no GPU infra to manage. See full pricing →

AI Starter

Included in Growth plan+

  • AI Chatbots (WhatsApp & web)
  • Auto-reply with intent detection
  • Basic workflow automation
  • NLP intent classification
  • Up to 5,000 conversations/month
View pricing
Most popular

AI Pro

Included in Scale plan+

  • Everything in AI Starter
  • Voice AI Agents (Pilot)
  • Conversation Intelligence
  • Lead Scoring & Deal Probability
  • Sentiment Analysis & NER
  • Next Best Action
  • AI Analytics & forecasting
  • Unlimited conversations
View pricing

AI Enterprise

Included in Enterprise

  • Everything in AI Pro
  • Voice clone & 2h+ calls
  • Custom RAG with tenant isolation
  • Churn Prediction & CLV Modeling
  • Business Process Automation (BPA)
  • Data residency options
  • SLA + dedicated support
View pricing

Deal Probability & Forecast AI — FAQ

Common questions about how OptiKratos handles this capability.

OptiKratos Deal Probability AI assigns each open deal a probability of closing within the current period, based on CRM activity patterns, communication engagement, sentiment signals from calls and WhatsApp, and your historical win/loss data.
The forecast multiplies each deals value by its ML-predicted probability and aggregates across the pipeline — producing a weighted pipeline view that is more accurate than stage-based assumptions.
The model improves as it accumulates your won/lost deal history. Meaningful predictions typically appear after 50+ closed deals. A general baseline model is active from day one.
Yes. WhatsApp reply recency and call sentiment from Voice AI are first-class inputs to the deal probability model alongside CRM activity data.
Deal Probability is included in the AI Pro tier (Scale plan and above). The full forecast module with team roll-ups requires AI Enterprise.
Yes. The forecast dashboard provides deal probability views broken down by rep, team, region, or product line, depending on your CRM configuration.

Start using Deal Probability & Forecast AI today

Full platform access from day one. No credit card required.

Cloud SaaS · Operated by Synoviq · Tenant-isolated · No self-host required

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