Everything you need to learn from every loss

Salesmortem turns anecdotal complaints into structured win-loss intelligence. One shared workspace. No manual data entry required. Deals flow in from your CRM. Honest answers from the buyers who got away.

The core toolkit

  • CRM sync

    Connect HubSpot, Salesforce, or Pipedrive once. Deals flow in automatically, with loss reasons tagged. Your CRM stays the source of truth.

  • Buyer interview surveys

    24 hours after a deal closes lost, a frictionless two-question survey goes to the primary contact. No pitch, no follow-up. Just the honest reason you weren't the right fit.

  • AI pattern insights

    Our AI analyzes your closed-lost deals and surfaces 1–3 high-confidence systemic patterns, each with a recommendation. Actionable, not anecdotal.

  • Competitor leaderboard

    See exactly who you're losing to, ranked by deal count and total revenue impact. Know your real competition, not the one you think you're fighting, and how to beat them.

  • Win-rate trends

    Track your win rate by competitor, by quarter, and by team. Spot whether your adjustments are actually working or just shuffling numbers.

  • Loss reason breakdown

    Every loss is tagged automatically from your CRM, buyer surveys, and deal notes. Break losses down by price, features, timing, relationship, and more.

  • Shared team workspace

    Invite marketing, sales, and product to the same workspace. Everyone sees the same data. No private spreadsheets, no lost Slack threads, no version confusion.

  • Searchable deal archive

    Every logged deal is searchable and filterable. Find every loss to a specific competitor, in a specific quarter, above a specific value, with a specific reason. Instantly.

  • Quick manual logging

    For deals outside your CRM, or on the free plan. A 30-second form for competitor, value, reason, and what really happened. No bloat, no friction.

Plus...

  • CSV import with competitor name normalization
  • Duplicate detection on import and CRM sync
  • Inbound webhooks for real-time closed-lost events
  • Activity log on every deal (who changed what and when)
  • Branded buyer survey pages
  • Secure survey tokens with opt-out support
  • Export to CSV (Business plan and above)
  • Custom fields (Enterprise plan)
  • API access (Enterprise plan)

Works with the tools you already use

  • HubSpot
  • Salesforce
  • Pipedrive

See it in action

Lost deals arrive on their own

Connect HubSpot, Salesforce, or Pipedrive once. Every night, Salesmortem pulls in the deals that closed, and webhooks bring them in the moment they close. Each lost deal arrives with its reason already tagged from your CRM, buyer surveys, and deal notes. Nobody has to fill in a form.

See who's really eating your lunch

It's easy to obsess over the competitor you see in the news. It's harder to see the quiet incumbent who keeps beating you in mid-market deals. The competitor dashboard ranks every rival by deal volume and total contract value lost. You'll know within seconds whether your biggest threat is a well-funded startup, a legacy player, or your own pricing page, and what worked against them.

Hear from the buyer who got away

Prospects rarely say "your product is too confusing." They say "we went with another solution." Salesmortem sends a frictionless survey 24 hours after a deal closes lost, when the truth is still fresh and the pressure is off. Contrast what the rep recorded with what the buyer actually said. That delta is where the real intelligence lives.

Log the deal before the story changes

For deals outside your CRM, or when the rep wants to add what really happened. Memory is unreliable. The longer you wait, the more the story shifts in your team's favor. A fast form captures the facts while they're fresh. No mandatory essays. No complex workflows. Just the six things that matter.

Built for the whole go-to-market team

  • Sales leadership

    Spot coaching opportunities, identify at-risk reps, and justify enablement investments with real data. Stop arguing about anecdotes.

  • Marketing

    See which competitors and objections come up most, then sharpen messaging, battlecards, and competitive content based on actual buyer feedback.

  • Product

    Prioritize the roadmap based on actual loss patterns, not the loudest customer request. Know which gaps are costing you real revenue.