Why are we losing deals?

The real reasons deals close lost, from the calls themselves. Not from a dropdown filled in 30 seconds after.

Connect your data free

The CRM loss-reason field is a guess: one line, picked from a menu, written by the person with the least incentive to be precise about why they lost. Aggregate a quarter of those and you get a chart of guesses. The actual reasons are on the recordings nobody replays.

Your CRM says

Closed lost reason

Pricing

The call says

Elena MarshVP Operations, Vantora Systems

Late-stage call · Jun 12 · 31:04

“Pricing is fine on our end. The security review has been sitting with our IT team for six weeks, and I cannot move this forward until it clears.”

Same deal. Poth reads the calls, so the loss reason comes from the conversation, not the dropdown.

Loss reasons this quarter 12 closed-lost deals

Security review stalled with buyer IT5
Missing a must-have integration3
Champion changed roles mid-deal2
Pricing2

When loss reasons are evidence instead of guesses, you fix the top one: a security review packet that goes out at the proposal stage, not after the stall.

And you can check the calls yourself; every bar opens to the conversations behind it.

Every reason traces to a real call

Any claim in the ranking clicks down to the moment in the conversation.

Connect Granola, Clari Copilot, or Fireflies directly, or import CSV/TXT transcripts. See supported sources.

How it gets to your data

  1. Plug in what you already have

    Connect a supported source or import bounded files. Access follows the account, scope, and settings you authorize.

  2. Poth maps the evidence

    Imported calls, tickets, and rows get mapped to the customer they belong to.

  3. Ask your first question

    Answers come back cited, so you can check them.

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