Your context
Connect your CRM, warehouse, call recordings, and other tools in a few clicks.
For Teams building GTM AI
A verified, AI-ready layer on top of your GTM data.
So your agents reason over what actually happened — in a harness that works - not raw transcripts and stale CRM fields.
Your commercial model
Built around how your business actually works.
Hindsight learns your products, buyers, competitors, sales motions and playbooks. It maps the different language used across calls, CRM and buyer feedback into one shared model—so every deal is interpreted and compared consistently.
Your language
Products, features, personas and use cases organized the way your teams define them.
BANT rubricYour process
Every deal evaluated in the context of the right sales motion, criteria and playbook.
The hardest part of building a GTM platform isn't the model or the workflows. It's the data underneath it.
01
Fragmented
One deal lives across calls, emails, CRM notes, and docs. Never in one place and up-to-date.
02
Unreliable
CRM fields are incomplete or inaccurate; transcripts are noisy and contradictory.
03
?
Difficult to Search
None of your tools offer the search harness an agent actually needs — you have to build it.
?Sources in. One verified record per deal. Queryable by anything.
01 · The Pipeline
CRM
Context sources
Interviews
buyer win-loss calls
Snowflake & API
warehouse · API / webhooks
02 · The Engine
Analyze
Reconciles every source into one record, then scores it against rubrics you define — the two systems most teams spend a couple quarters building, and longer maintaining.
The Deal Review agent
Outputs
Deal record
the verified, human-readable Deal Review
Scorecard
scored vs. rubrics
Search index
embedded · vectorized
03 · The Harness
MCP + API ready by default
Not a vector database wired to a chatbot — a harness built for how agents actually need to search: scoped, semantically matched, cited every time.
How have we won deals similar to the Meridian one — what's the winning play?
What's affecting sales execution in EMEA, and how's that impacting win rates?
Reachable by any client
Claude
ChatGPT
Slack
SalesforceHubSpot
WorkflowsOne place to govern — not a dozen direct connections into raw systems. Tools return cited answers, not data dumps.
Knowledge base
Rubrics, playbooks, and battlecards you already have — plugged in, not rebuilt.
Every deal, scored against the rubric you define — not ours.
Point us at a doc — champion development, discovery quality, pricing fit, whatever your playbook actually measures — and every deal gets reviewed against it automatically, every time it changes.
Deal ReviewMeridian Health
Exec Summary
Meridian Health selected Frontline by Ormandy over Hindsight despite an active evaluation. The $240K ARR deal was lost primarily due to a perceived integration gap with their existing QuickBooks Online setup and concerns about migration risk. The rep marked loss reason as 'pricing' in Salesforce — buyer interviews revealed integration confidence was the real driver.
Decision Drivers
Integration ConfidenceCritical
Buyer cited the absence of a native QuickBooks connector as the deciding factor. Three separate calls referenced it unprompted.
Migration RiskMedium
Champion flagged the complexity of migrating existing job history. No migration playbook was presented during evaluation.
PricingLow
Mentioned once in email. CRM recorded this as the primary loss reason — interviews do not support that conclusion.
Scorecard
Configure Rubrics
Product Fit
3/5Sales Execution
2/5Relationship Strength
2/5Pricing Fit
4/5Competitive Perf.
2/5Messaging Fit
3/5Competitors
Frontline by Ormandy
WinnerSelected. Had incumbent advantage and a native QuickBooks integration. Positioning focused on low-friction migration.
Manual processes
EvaluatedStatus quo was considered briefly. Dismissed early — not a real competitive threat in this deal.
Features
QuickBooks Integration
Gap3Buyer required a native connector. Hindsight does not have one — this was the deal's turning point.
Service Workflow Automation
Love2Buyer was impressed by the automation demo. Not enough to overcome the integration concern.
Job & Project Management
Request2Buyer asked whether job-level deal tracking was on the roadmap. Rep did not have an answer.
Answers
Configure Prompts
Decision Maker
Persona
IT Decision MakerPrimary Needs
Native integrations with existing finance and operations stack. Low-friction onboarding with minimal disruption to active service workflows. Confidence in vendor support during migration.
Give every Agent access to your business experience. Get better over time.
Ground your AI agents with specific knowledge on what's worked in comparable deals - by segment, product, buying motion, requirements, stakeholders, and decision dynamics. Connect over MCP or API wherever your team works.
For builders
Point your own agents and internal workflows at the verified record, over MCP or REST — the same scoped tool calls, with user-scoped OAuth and RBAC on every request.
Read the docs →+Hindsight MCPDraft a one-pager for the Datafold deal.
Used Hindsight integration · loaded tools
Finding tools
H
select_deal
DatafoldH
select_deal
buyer considered Acme, chose usH
search_knowledge_base
Acme vs. us · approved one-pagersDone
Drafted one-pager
Datafold — Why teams choose us over Acme
The gap Acme can't close
Native CI workflow automation, cited from 4 wins.
Proof from comparable wins
6 deals where the buyer evaluated Acme and chose us.
Objection handling: migration risk
Approved rebuttal + the reference that landed it.
Assembled from comparable wins + approved messaging — every claim cited.
The difference between AI you demo, and AI you trust.
Direct reads (Gong / SF)
Hindsight Analyze
Data quality
✗Raw transcripts + stale fields
✓Verified, cross-referenced, sourced
Scope per query
✗One call / record at a time
✓Synthesis across every deal
Agent cost
✗Huge token loads of raw text
✓Scoped tools return answers, not dumps
Trust
✗No evidence trail
✓Confidence scores + cited evidence
Output
✗You build the glue
✓Any format, CRM write-back, workflows
AI access to your deal data, without the leak risk.
User-scoped OAuth + RBAC on every call, and every call is logged for a full audit trail. Bidirectional, controlled CRM write-back. SOC 2 — see the full trust center for our data-handling and privacy practices.
View the trust center →