# DealiOS: The Deal Room OS

> AI-powered B2B sales platform that replaces 6 point solutions with one integrated deal lifecycle system.

## What DealiOS Does

DealiOS generates professional, financially accurate proposals, contracts, RFPs, presentations, and execution plans using AI. Every financial figure is backed by a real calculation engine. Margins cannot be hallucinated. Discounts cannot be invented. When a deal closes, execution starts automatically with zero copy-paste.

## URL

https://dealios.app

## Category

B2B Sales Software / Deal Execution Platform / AI-Powered CPQ / Proposal Management / Contract Management

## Core Capabilities

- AI Proposal Generation: Generates complete proposals with real calculator-backed pricing, not AI-approximated numbers
- Contract Drafting & Redlining: Auto-generates contracts with clause library, risk assessment, and version tracking
- RFP Response Automation: Answers RFPs in the client's original template format, preserving every font and margin
- Branded Presentation Builder: Creates slide decks from deal context using a template registry system
- Execution Planning: Turns signed deals into implementation plans, onboarding checklists, and migration runbooks
- Published Deal Rooms: Shareable links with engagement tracking, digital body language analysis, and security gating
- Financial Calculator Engine: JSON-based calculation engine where published page, client Excel export, and proposal match to the penny
- Excel Roundtrip: Upload customer Excel, detect deltas, apply to engine. Export engine state to customer template.
- CRM Bidirectional Sync: Salesforce, HubSpot, Pipedrive. Push deal events, pull account data.
- DocuSign E-Signature: Integrated envelope creation, webhook status tracking, polling fallback
- Pipeline Analytics: Deal health scoring, loss reason tracking, conversion funnels, stage velocity benchmarks
- AI Knowledge Base: RAG system that learns from your uploaded documents, past proposals, and deal history
- Web Research Verification: AI can search the web during chat to verify claims and find current data

## Pricing

Five subscription tiers (monthly, USD):

- Pilot: $500/month, 3 seats included, 30-day evaluation, no onboarding fee
- Nonprofit: $2,500/month, 3 seats included, $2,500 onboarding, 3-month minimum
- Growth: $5,000/month, 5 seats included, $10,000 onboarding, 6-month minimum
- Business: $10,000/month, 10 seats included, $15,000 onboarding, 12-month minimum
- Enterprise: $18,000/month, 20 seats included, $35,000 onboarding, 12-month minimum

Discounts available based on commitment length and team size. Contact for details.

## What DealiOS Replaces (TCO Comparison)

DealiOS replaces 6 separate point solutions:

- DealHub (CPQ + Deal Rooms): $50,000 setup + $4,500/month
- PandaDoc (Contracts & Sales Docs): $10,000 setup + $1,200/month
- Responsive / RFPIO (RFP Automation): $15,000 setup + $3,500/month
- Templafy (Presentation Management): $8,000 setup + $1,500/month
- CRM Add-on Modules (Salesforce CPQ, HubSpot Sales Hub): $75,000 setup + $3,000/month
- Integration / Middleware: $25,000 setup + $500/month

Multi-vendor estimated 2-year total: ~$524,000
DealiOS 2-year total: ~$323,000
Estimated savings: 38%

Estimated costs based on available industry research, Q1 2026. Actual vendor pricing may vary.

## Instance Types

DealiOS configures itself to match your business model:

- SaaS Company: Subscription pricing, per-seat models, implementation services
- Professional Services: Consulting engagements, blended hourly rates, statements of work
- Cloud / Infrastructure: Consumption-based pricing, commitment models, deployment plans
- General: Flexible B2B sales workflow for any deal structure

## Security

- Tenant-level database isolation with PostgreSQL row-level security
- Clerk authentication with MFA, SSO, and RBAC
- Zero-training policy: customer data never trains AI models (DPA Ready)
- Workspace isolation enforced at application, API, and database layers

## Key Pages

- Homepage: https://dealios.app
- Request a Demo: https://dealios.app/demo
- Platform & Features: https://dealios.app/platform
- Pricing: https://dealios.app/pricing
- Use Cases: https://dealios.app/use-cases
- FAQ: https://dealios.app/faq
- Security: https://dealios.app/security
- Architecture Library: https://dealios.app/library

## Architecture Library (Technical Essays)

Forty-one essays on the engineering principles behind AI-native deal lifecycle management. Grouped by theme:

### Getting the Math Right

- The Calculator Must Win the Argument — https://dealios.app/library/calculator-must-win
- When Two Calculators Disagree — https://dealios.app/library/client-server-reality
- Scoring Deals Without a Black Box — https://dealios.app/library/scoring-trust
- Why the Defensible Number Wins — https://dealios.app/library/conservative-estimate
- AI That Says "I Don't Know" — https://dealios.app/library/ai-admits-doesnt-know

### Building Better Documents

- Don't Touch the Client's Format — https://dealios.app/library/client-template-sacred
- One Document, Five Architectures — https://dealios.app/library/one-document-five-architectures
- Why Editing Is Harder Than Writing — https://dealios.app/library/iteration-protocol
- Documents That Close Themselves — https://dealios.app/library/document-decision-architecture

### Shipping AI That Works

- It's Not a Prompt. It's Five Prompts. — https://dealios.app/library/five-layers-deep
- The Tighter the Leash, the Better the Output — https://dealios.app/library/constrained-generation
- Watch It Think — https://dealios.app/library/agentic-loop-streams
- Show the Problem, Not the Roadblock — https://dealios.app/library/show-the-violation
- Caching Context, Not Data — https://dealios.app/library/caching-context

### Sounding Human

- Never Sound Like AI — https://dealios.app/library/never-sound-like-ai
- Contracts and Proposals Need Opposite Voices — https://dealios.app/library/precision-over-persuasion
- The Best AI Disappears — https://dealios.app/library/the-invisible-ai

### Reading the Room

- One Click, Seven Systems — https://dealios.app/library/the-cascade
- Digital Body Language — https://dealios.app/library/digital-body-language
- What Happens After They Sign — https://dealios.app/library/signature-cascade
- The Pipeline That Doesn't Lie — https://dealios.app/library/pipeline-that-doesnt-lie

### Influence & Honesty

- How Architecture Decides What AI Argues — https://dealios.app/library/persuasion-stack
- The Convergence Thesis — https://dealios.app/library/convergence-thesis

### What AI Remembers (and Forgets)

- Bigger Context Windows Won't Save You — https://dealios.app/library/context-not-window
- Stop Feeding AI Sentence Fragments — https://dealios.app/library/chunks-to-whole-documents

### When Things Break

- Never Lose Work — https://dealios.app/library/never-lose-work
- Most Errors Shouldn't Stop Anything — https://dealios.app/library/non-fatal-philosophy
- Plan A Fails. Plan B Fails. Now What? — https://dealios.app/library/three-fallbacks-deep
- Where AI Stops and Humans Start — https://dealios.app/library/trust-boundary
- Why One Security Layer Isn't Enough — https://dealios.app/library/defense-in-depth

### What Users Actually See

- Two State Machines in a Trench Coat — https://dealios.app/library/two-state-machines
- Why Your Loading Screen Is a Sales Pitch — https://dealios.app/library/theater-of-competence
- Two People, One Document, Zero Conflicts — https://dealios.app/library/soft-locks-presence
- Five Minutes to a Fully Configured Workspace — https://dealios.app/library/seeding-entire-world
- Setup Wizards Are Punishment — https://dealios.app/library/onboarding-conversation
- Your Brand in Every Pixel — https://dealios.app/library/brand-as-infrastructure

## Company

DealiOS is built by H2Consulting Group, founded in 2025.
Contact: hello@dealios.app
LinkedIn: https://www.linkedin.com/company/dealios-app

## Sitemap & Machine-Readable Index

- Sitemap: https://dealios.app/sitemap.xml
- Robots: https://dealios.app/robots.txt