The Engine for Deal Mastery

Covisio is a new operating system for revenue. It turns real customer conversations into clear guidance your team can act on - so leaders, managers, and sellers move in lockstep.

Dashboard
23%

Average uplift in stage-to-stage conversion rates

15%

Average ACV uplift

18%

Average increase in sales velocity

An Operating System for Revenue

CRMs capture opinions; Covisio analyzes reality. We turn unstructured conversations (calls, emails, meetings) into a continuously learning model of your buyers, deals, and GTM—then push precise, contextual guidance back to the field. The result: a compounding advantage where every interaction sharpens your execution.

It ingests raw interactions, reasons over them with an enterprise knowledge graph, and delivers evidence-linked guidance into your existing tools—so leaders, managers, and sellers execute with precision.

Architecture at a Glance

The Covisio Platform starts by ingesting all customer interactions, transcripts/notes and (optionally) CRM data. The platform then layers in your organization's context, the market dynamics, competitive landscape and maps each interaction to our sales knowledge graph to pin point the signals that matter. It then layers in a set of reasoning models that diagnoses the root causes, recommends the next best tactics, and tracks what changes the outcomes—at the account, deal, rep, segment, territory, product and org levels. Across all layers the platform maintains a strict governance model with granular evidence tracking and time stamping. All of which enables back testing, time trending and advanced reasoning with minimal hallucination and practical guardrails.

Efficiency
Ingestion Layer

Connects to call/transcript systems and CRM/activity feeds.

Deal
Knowledge Layer

Network Model and Sales Graphs encodes Signals, Situations, Reasons, and Tactics.

Efficiency
Reasoning Layer

Establishes each organization's unique context and detects signals/ tactics, diagnoses root causes, and recommends next moves.

Governance Layer

Evidence-linked insights delivered to where work happens and provides org level coaching plans, sales plays, forecasting, GTM insights.

Security, Privacy & Governance

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Tenant Isolation & RBAC

Org level guardrails and role-aware access to insights and evidence.

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Data Retention & Controls

Clear deletion and retention policies; customer-owned outputs.

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Auditability

Insight lineage from recommendation to evidence to source interaction.

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Your data, your IP

Outputs belong to you and become a compounding advantage.

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Fast start

You can begin with transcripts only.

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Native delivery

Push insights into Salesforce and your collaboration tools without changing how people work.

Why Covisio Is Different

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Evidence-Linked Everything

Every insight and recommendation ties back to verbatim snippets and timestamps for trust and auditability.

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Context-Aware Reasoning

Analysis is guided by a graph of buyer dynamics and sales technique—not generic LLM prompts.

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Continuous Learning Loop

New patterns reinforce the global model while respecting tenant isolation.

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No New Tool Fatigue

Augments your stack via embedded components and digests; start value delivery without heavy lifts.

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Cross-functional impact

Sales, Marketing, CS, Product, RevOps, and Finance all benefit from the same source of truth.

Ready to run revenue on reality, not opinions?

Discover how Covisio can break down silos and create a unified, intelligent view of your customer journey. Schedule a demo tailored to your cross-functional needs.

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