The workspace between CRM and CPQ

Stop running enterprise deals in spreadsheets.

Sizepulse is a shared workspace where sales, presales and your customer capture the assumptions behind a deal — so the business case still holds up months later, even if the person who built it is gone.

  Trusted by enterprise revenue teams · No credit card required
app.sizepulse.com/deals/acme-corp/q4-platform
ACME Corp — Q4 Platform Initiative
Strategic Opportunity · $1.24M ARR · Updated 2 hours ago
JM
Jordan M.
Sales
Sarah K.
Sarah K.
Presales
MT
Marcus T.
Architect
AL
Amy L.
Customer
7 of 12 metrics complete58%
CDP — Customer Data Platform Validated
Analytics Cloud In Progress
Marketing Automation Not started
Readiness score: 58% — 5 fields missing before QBR

Everyone sees the same deal — filtered for their role.

Your CRM tracks that the deal exists. Your CPQ prices it once it's ready. Sizepulse is the workspace in between, where sales, presales and your customer validate the numbers a quote will be built on.

Your sales, presales and architects — one governed workspace.

app.sizepulse.com/deals/acme-corp/q4-platform
Vendor workspace
ACME Corp — Q4 Platform Initiative
Strategic Opportunity · $1.24M ARR · Updated 2 hours ago
JM
Jordan M.
Sales
Sarah K.
Sarah K.
Presales
MT
Marcus T.
Architect
AL
Amy L.
Customer
7 of 12 metrics complete58%
CDP — Customer Data Platform Validated
Analytics Cloud In Progress
Marketing Automation Not started
Readiness score: 58% — 5 fields missing before QBR

Enterprise deals don't fail in the CRM. They fail in the spreadsheets no one can find.

By the time a deal reaches your CRM, the real work - the assumptions, the sizing, the sign-offs - already happened somewhere else. Usually in a spreadsheet nobody can locate six weeks later.

We rebuilt the business case that was already built

A stakeholder changes. A new SE takes over. Six weeks of ROI modeling, validated hypotheses and client-approved assumptions — gone. The next cycle starts from scratch, as if none of it ever happened.

"We spent three weeks reconstructing the ROI model from the previous cycle. Everything had been validated — but nobody knew where it was."

"Where does that 25,000 users figure come from?"

The client pushes back. The champion asks for justification. The SE who built the model has left. Nobody can explain why that number was chosen — because the reasoning was never captured anywhere.

"The client came back six weeks later asking us to justify the assumptions. We couldn't. The SE who built it had left the company."

Final_v2_FINAL_client.xlsx

Three versions of the same business case. Two people working from different assumptions. Nobody sure which one reflects what the client actually validated. The wrong version goes into the QBR.

"I walked into the executive review with the wrong version. Nobody knew which spreadsheet was current — including the person who built it."

What changes when the reasoning is preserved.

Without SizePulse
Business case rebuilt from scratch every time a stakeholder changes
"Where does that figure come from?" — nobody can answer
Assumptions change silently between spreadsheet versions
New team member spends weeks reconstructing context that already existed
Client loses confidence when numbers can't be justified on the spot
VS
With SizePulse
Every assumption documented with the reasoning behind it — survives any team change
Any figure traceable to who proposed it, when, and why — answered in seconds
Full audit trail on every hypothesis change, with name and timestamp
New member gets up to speed from the deal's full history in hours
Client question answered instantly from the validation record — credibility intact

The hidden cost of spreadsheet-driven sales execution.

You feel it every quarter. Here's what it actually looks like at scale.

10+
contributors
working on a single strategic opportunity — with no shared workspace
Dozens
of business assumptions
tracked manually across emails, decks and spreadsheet tabs
100s
of hours per quarter
spent consolidating deal data instead of progressing opportunities
The cost isn't the spreadsheet. It's the organizational knowledge that walks out the door when a deal is lost — or a rep leaves.

Built for complex enterprise sales.

Four steps from deal creation to executive-ready data.

Create a deal workspace

One place for the entire deal — assumptions, metrics, contributors, scenarios. Not an inbox thread or a shared folder.

Select your business scenario

Migration, transformation, optimization, AI initiative — each deal gets the right framework for the right conversation.

Collect and validate metrics collaboratively

Sales, presales and architects contribute in one place. Every input is tracked, attributed and validated — no silent overrides.

Track progress and readiness

Know exactly what's missing before executive reviews. A completeness score on every deal — no guesswork before the QBR.

Your customer isn't a passive recipient. They're an active contributor.

Sizepulse gives your customers their own dedicated, intuitive interface to contribute the business metrics you need — no spreadsheet, no email thread, no confusion about what's being asked. Every metric they fill in becomes a validated assumption in the business case, attributed, timestamped, and traceable.

A secure, guided link — nothing to download, no account required
Step-by-step metric collection with explanations for every field
Progress is auto-saved — they can complete it across multiple sessions
Real-time completeness tracking visible to both sides
Every customer input becomes a validated assumption with their name attached
If they need help, your AE can fill in on their behalf — same interface, full attribution

Continuity. Traceability. Credibility. Speed.

Not features. The four outcomes your VP Presales, Value Engineering and Sales leadership will actually care about.

Continuity

The business case survives the people who built it. When a stakeholder leaves or a new SE takes over, the reasoning, assumptions and validations are all still there — ready to be picked up in hours, not weeks.

Traceability

Every figure has an origin. Every assumption has a validator. Every change has a timestamp. When the client asks 'where does that number come from?' — you answer in seconds, not silence.

Credibility

Business cases that can be justified on the spot, not reconstructed after the fact. Your ROI model holds up in front of the CFO because every input is attributed and every hypothesis is documented.

Speed

Decisions happen faster when the reasoning is already there. No more clarification workshops. No more rebuilding from scratch. Push validated assumptions to CPQ in one click and move on.

Designed for enterprise revenue teams.

"When a top SE leaves, we don't lose a contact — we lose why the business case was structured that way."
Business case memory stays in the platform when team members move on
New SEs ramp on real deal context — not reconstructed assumptions
Real-time visibility into which deals have documented reasoning and which don't
Every hypothesis, metric and validation attributed to the person who provided it
Team deal readiness
Sarah K.98%
Marcus T.81%
Jordan L.54%
Priya N. (new hire)91%
"Half my team's time goes to rebuilding ROI models that were already validated months ago."
Structured deal workspaces capture the full reasoning behind every business case
Architects contribute in a governed environment — every input tracked and attributed
Scenario branching lets your team model multiple deal shapes without version confusion
Deploy in days, not months — AI understands your product structure automatically
Active deal workspaces
ACME Corp · CDP
All inputs validated
100%
NovaSoft · Analytics
2 scenarios pending review
67%
Orbis Group · Platform
Architect not yet assigned
12%
"We had 100% pipeline data — but zero confidence the assumptions behind the numbers were sound."
Completeness scores on every deal — know what's missing before it hits the forecast
Full audit trail on every assumption, metric and stakeholder validation
Push validated data to CPQ with one click — no re-entry, no errors
QBR-ready reporting without chasing spreadsheets across five teams
Pipeline data quality
94%
Avg completeness score
0
Post-sale data disputes
3x
Faster CPQ push
100%
Full audit trail
"The CFO won't approve a $2M expansion if we can't explain where the ROI comes from."
Business cases that hold up under scrutiny — every figure traceable to its source
Eliminate post-sale disputes caused by assumptions that were never documented
A single dashboard view of deal reasoning quality across your entire portfolio
One deal defended faster pays for the platform. The ROI math is simple.
At-risk deals this week
NovaSoft · $840K
Missing data volume fields
Review
Orbis Group · $1.2M
Confidence score: 41%
Escalate
ACME Corp · $1.24M
Ready to push to CPQ
Ready

Deploy in days, not months.

Our AI automatically understands your product structure and creates the framework your teams need to collect and govern deal metrics. No implementation project. No IT ticket. No consulting engagement.

Governance is the hero. AI is just how we make it fast.
<strong>Integrates natively</strong> with Salesforce CPQ, HubSpot, Microsoft Dynamics, and any CRM via REST API — so your existing stack stays intact.
GDPR Ready
EU Data Residency
99.9% Uptime SLA
SSO / SAML
Full Audit Logs
Cloud Native

Everything you need to know

What is Sizepulse?
Sizepulse is the system of record for the value of complex deals. It captures why the client buys, which assumptions were retained, which metrics were validated and who signed off — so the business case survives team changes, long cycles, and complex organizations. Where CRM tracks the opportunity, Sizepulse preserves the reasoning behind it.
What is enterprise deal governance?
Enterprise deal governance is the process of systematically collecting, validating and governing the business assumptions, metrics and deal data that drive strategic B2B sales opportunities. It ensures that all contributors — sales, presales, architects and the customer — work from the same validated, up-to-date source of truth rather than fragmented spreadsheets and email threads.
How is Sizepulse different from CRM?
CRM systems track the opportunity pipeline — stages, activities, and deal metadata. Sizepulse governs what happens inside the deal: the business assumptions, technical sizing metrics, product configurations and scenario models that determine whether a deal is properly qualified and ready to price. Your CRM tracks opportunities. Sizepulse governs the assumptions behind them.
How is Sizepulse different from CPQ?
CPQ tools like Salesforce CPQ or Conga generate quotes from validated inputs. Sizepulse is the layer before CPQ — it collects and validates those inputs collaboratively across your team and your customer. Sizepulse integrates directly with CPQ systems to push clean, validated data with a single click when the deal is ready.
What does the customer experience look like?
Customers receive a secure, guided link — no account or download required. They fill in business metrics through a step-by-step interface with explanations for every field. Progress is auto-saved and visible to both sides in real time. If they need help, the AE can fill in on their behalf through the same interface with full attribution.
Who is Sizepulse designed for?
Sizepulse is designed for enterprise revenue teams: VP Presales who need to standardize execution across teams, Solution Engineering leaders who need to scale expertise without scaling chaos, Revenue Operations teams who need visibility into deal data quality, and Enterprise Sales leaders who need confidence in strategic opportunities before executive reviews.
How long does it take to deploy Sizepulse?
Sizepulse deploys in days, not months. The AI automatically understands your product structure and creates the governance framework your teams need. No implementation project, no IT ticket, no consulting engagement.
Does Sizepulse integrate with Salesforce and other tools?
Yes. Sizepulse integrates natively with Salesforce CPQ, Conga, DealHub, HubSpot and Microsoft Dynamics. A REST API and webhooks are available for custom integrations. When a deal is complete and validated, one click pushes clean, structured data to your CPQ.
What happens if we exceed our included governed opportunities?
Nothing breaks and there's no surprise invoice. Each plan includes an annual volume of governed opportunities; beyond it, additional opportunities are simply billed at your plan's per-opportunity rate, pay as you go. We reach out before you approach your limit, so an upgrade is always a conversation — never an automatic charge. You only ever pay for deals you choose to govern; users, CRM syncing and prospect activity are never counted.
Enterprise Deal Governance

Your CRM tracks opportunities. We help you govern the assumptions behind them.

No credit card required · Setup in under a day · White-glove onboarding included