Dealy

Do the work without doing the work

Dealy is the AI living inside DealJourney. Talk to it while you walk the dog or drive to work, and arrive with the day already handled. It knows the record you are looking at, acts across your CRM, and asks before it does anything you would want to sign off on.

Hands free

Be productive with your hands in the sink

Dictate to Dealy in the language you think in. The dishes, the dog, the drive to work, all of it becomes time your CRM is moving forward. You talk, Dealy acts, and the day is half done before you sit down.

Listening

Doing the dishes

Log a call with Bakke AS, they want a quote by Friday

Call logged. Task created, due Friday.

Doing the dishes

Watch the real demo

Demo

Speaks your language: Norwegian, Swedish, Danish, English and more.

A morning with Dealy

1:12

Demo

Prepare me for my meeting

Walk in already knowing the room

Say the word on your way in. Dealy reads your calendar, works out who you are meeting, cross-references everything in your CRM, and scans the public web, then hands you a briefing you can read at a red light.

Prepare me for my 10:00

Reading your calendar
Working out who you are meeting
Cross-referencing your CRM
Scanning the public web
Briefing ready

Say the word on your way in.

Watch the meeting-prep demo

0:48

Demo

One assistant, everything you do

Anything you can do in the app, Dealy can do on your behalf

Dealy is not a chatbot bolted on the side. It reaches the same actions you do, tenant-scoped and permission-aware, from a single conversation.

DealyDealy

Search and answer

Ask anything about your data in plain language.

search_crm_entities

Your inbox, triaged

It reads the mail so you read less of it

Connect your inbox and Dealy sorts it by what actually matters, drafts the replies, and turns the rest into activities on the right records. Nothing sends until you approve it.

Sorted by importanceOnly when you choose to connect your inbox.
Ingrid Solberg

Ingrid Solberg

Re: renewal and the multi-site question

Can we lock the rollout timeline before month end?

Needs you

Draft reply ready

Ingrid Solberg

Hi Ingrid, happy to lock the timeline. I have Thursday at 14:00 to walk through the multi-site rollout and confirm the renewal. Does that work?

Activity created on the Nordwind renewalWaiting for your approval to send
Marius Berg

Marius Berg

Invoice 4021 query

Quick question on the last line item.

Can wait

Newsletter

This week in logistics

Filed under reading, no action needed.

Handled

You set the leash

As hands-off as you dare, as careful as you need

Dealy asks before it does anything material, and you decide where that line sits. Dial it up as your trust grows. Low-risk notes and activities can flow freely while anything irreversible always stops for a nod.

StandardThe sensible default

Notes, activities and reports just happen. Anything material or irreversible asks first.

Dealy wants to send this email

To Ingrid Solberg · Renewal timeline and the multi-site call

Approve and sendNot yet

Open by design

Point any AI at your CRM, or let Dealy drive

DealJourney exposes an MCP endpoint, so you can connect Claude Desktop, Cursor, or the AI client of your choice and drive your CRM through more than seventy tools, the same ones that back our API. Sign in once with OAuth, no config files to wrangle. We would love you to use Dealy, but the choice is always yours.

your-mcp-client

$ connect dealjourney --mcp

connected. 70+ tools available

> run get_daily_priorities

3 meetings, 1 at-risk account, 5 open tasks

A few of the tools Dealy can reach

search_crm_entitiesget_company_intelprepare_meeting_briefget_daily_prioritiesscan_email_for_todospipeline_forecastcustomers_at_riskprocess_opportunity_wonconvert_lead_to_customercreate_reportrun_crm_reportsearch_knowledge_basedraft_email_replyrevenue_breakdownsearch_crm_entitiesget_company_intelprepare_meeting_briefget_daily_prioritiesscan_email_for_todospipeline_forecastcustomers_at_riskprocess_opportunity_wonconvert_lead_to_customercreate_reportrun_crm_reportsearch_knowledge_basedraft_email_replyrevenue_breakdown

Prefer to build the rules yourself?

Dealy acts in the moment. When you want something to run the same way every time, set it and forget it.

See Workflow automation

Your next customer is waiting.

Start your 14-day free trial and give your team everything they need, from first contact to renewal.