How the category breaks down
When we mapped the tools that surface at-risk deals for Salesforce, the field sorted into three approaches, and the differences matter more than the marketing suggests.
- QuestionnairesReps answer risk questions; a score is derived from their input. Native, but manual and subjective.
- Sync-out platformsA broad revenue platform mirrors your pipeline out to run ML scoring, forecasting, and analytics. Powerful, but your data leaves the CRM.
- Automatic + nativeA focused app scores every deal from CRM signals, on-platform, with transparent rules. Nothing leaves your org.
For the full framework, see our guide to deal risk intelligence.
The apps, side by side
| App | Approach | Native | Automatic | Data stays in SF |
|---|---|---|---|---|
| DealPulseMeet The Mind | Automatic & native | |||
| Opportunity Risk ScorecardMore Certainty | Questionnaire | |||
| Altify OpportunitiesUpland | Methodology | |||
| ClariClari | Sync-out platform | |||
| GongGong | Sync-out platform | |||
| Revenue GridRevenue Grid | Sync-out platform |
Positioning reflects publicly available information as of July 2026. Product names are trademarks of their respective owners; this comparison is independent and not endorsed by them.
A closer look
DealPulse
by Meet The MindAutomatic & nativeDeal risk on every open Opportunity. Deterministic, admin-editable rules that show which signals fired and what to do next. Free early access.
Opportunity Risk Scorecard
by More CertaintyQuestionnaireOpportunity risk + suggested next steps. Reps answer risk-reducing questions in the app; methodology-driven scoring.
Altify Opportunities
by UplandMethodologyDeal qualification & management. AI-assisted, seller-driven deal qualification. Enterprise, methodology-led.
Clari
by ClariSync-out platformForecasting, pipeline, conversation intelligence. Full revenue platform with bi-directional CRM sync. Enterprise, quote-based.
Gong
by GongSync-out platformConversation intelligence, deal signals. Captures call and meeting data to enrich the CRM. Not a native, per-record CRM risk engine.
Revenue Grid
by Revenue GridSync-out platformRevenue intelligence, at-risk deals, forecasting. Broad revenue-intelligence platform that pulls pipeline data out to analyse it.
How to choose
- 1
Do you want it automatic, or are you fine with reps scoring deals by hand?
Questionnaire tools (More Certainty, Altify) rely on rep input. Signal-based tools (DealPulse) score every deal automatically.
- 2
Does your pipeline data need to stay in Salesforce?
The broad platforms (Clari, Gong, Revenue Grid) sync data out. The native apps keep it in your org.
- 3
Do you need a whole revenue platform or just deal risk?
If you want forecasting and conversation intelligence too, a platform fits. If you want deal risk cleanly, a focused native app is lighter and cheaper to run.
- 4
Can you read and edit the scoring logic?
Methodology and ML tools are largely fixed or opaque. A transparent rule engine lets you tune risk to your sales motion.
Frequently asked questions
What is the most native deal-risk app for Salesforce?
DealPulse is a 100% native deal-risk app: it runs entirely inside Salesforce, makes no external callouts, and scores every open Opportunity on-platform. Other native options like More Certainty and Altify are also on-platform, but they rely on reps answering questions rather than scoring deals automatically.
What is a native alternative to Clari for deal risk?
If you want Clari-style deal-risk signal without syncing your pipeline out of Salesforce, DealPulse is the closest native alternative. It scores deals automatically from CRM signals, keeps all data in your org, and uses transparent rules instead of a black-box model. See the full DealPulse vs Clari comparison for detail.
Do any deal-risk tools keep data inside Salesforce?
Yes. The native apps (DealPulse, More Certainty, Altify) run on-platform and do not move your data out. The broad revenue-intelligence platforms (Clari, Gong, Revenue Grid) sync pipeline data into their own systems to analyse it.
Is there a free deal-risk app for Salesforce?
DealPulse is free in early access while its AppExchange listing completes. Most methodology and revenue-intelligence tools in this space are paid, and the platforms are typically enterprise, quote-based purchases.
Automatic scoring or a rep questionnaire: which is better?
A questionnaire captures what a rep believes about a deal, which is useful but subjective and easy to skip on the deals that are actually at risk. Automatic signal-based scoring evaluates every deal the same way, from data already in the CRM, so nothing slips through. Many teams find automatic scoring catches the quiet, at-risk deals a questionnaire misses.
Is DealPulse on AppExchange?
The AppExchange listing is in progress. Early-access installs are available now, and you can request one from the DealPulse page.
The native, automatic option
DealPulse scores every open Opportunity from the signals already in your CRM, shows exactly why each deal is at risk, and tells the rep what to do next, with nothing leaving your Salesforce org.