MaxIQ

Forecasting from signals, deal scoring, call capture and summaries, meeting briefs, CRM autofill and a set of named agents (notetaker, radar, summarizer, coach, task, watchdog, forecaster, revenue planner and deal mapper) all run on models. Pipeline views, forecast workflows, dashboards and change tracking are conventional RevOps surface that would remain without them.

After each call, opportunity notes, MEDDIC fields, activity logs and tasks update in Salesforce automatically, recap emails are generated, and agents raise Slack alerts. Whether any of those writes waits for review, which fields can be protected, and how a wrong update is caught or reversed is not explained.

Signal based forecasting and a set of named agents run the platform, with no model or provider named. How deal scores and forecast predictions are calculated is not set out at a level a buyer can test, nothing addresses labeling of AI drafted recap emails, and some features are still in development.

Commvault, a company of more than 1,000 employees, reports forecast accuracy rising from under 50 percent to 95 percent, a 25 percent lift in win rates and a seven figure renewal saved after an at risk flag. Vast Data reports forecast accuracy up 15 percent, and the startup program promises 17 percent higher win rates, 96 percent forecast accuracy and sales cycles 15 days shorter. None of these figures carries a period, baseline method or sample.

Calls and meetings are captured and recap emails generated, and nothing addresses recording consent, participant notice or the rules for follow up email. The terms have customers warrant that they hold every right and permission needed for the data they provide.

MaxIQ acts as controller of the Salesforce, email and calendar data it pulls, rests processing on consent to its policy, and honors GDPR and CCPA rights with 30 days to act on a request. There is no DPA, no subprocessor list beyond AWS, Hotjar and Google, and no transfer mechanism. Account data is kept indefinitely unless deletion is requested, and deletion requests go to an address on another company's domain.

Data comes from the customer's own systems: Salesforce records, Google Workspace and Microsoft 365 email and calendars, recorded calls and meetings, Slack and product usage signals. No outside contact or intent data is added, and Google data use follows Google's Limited Use rules.

Salesforce sign in and sync, Google Workspace under Google's Limited Use rules, Microsoft 365, Slack and the Zoom and Teams meeting integrations are official connections. How the notetaker appears in meetings and how call capture fits each platform's recording rules is not addressed.

Nothing addresses whether customer conversations or pipeline data train models. The terms give Gyaan a perpetual, irrevocable, sublicensable worldwide license to use, modify and create derivative works from uploaded audio, messages, files and data, plus all rights to aggregated anonymous data, and account data is kept until deletion is requested or for up to 60 days after a contract ends.

Prospects meet the notetaker on calls and receive recap emails drafted by AI for the rep, with no bot naming, recording notice, AI label or position on Article 50 of the EU AI Act.

Salesforce is the system of record: it connects in minutes, and AI writes opportunity notes, MEDDIC fields, meeting logs and activity into it, while Google Workspace, Microsoft 365, Slack, Zoom and Teams feed calls, email and calendars. Zapier, webhooks and custom APIs cover other systems. Which Salesforce objects and fields sync, in which direction, and what happens on a sync failure is not set out.

The platform runs on AWS, with personal data hosted in data centers across the US and other jurisdictions. Region choice, residency and tenancy are not covered.

SOC 2 is asserted, with controls designed to the standard and independently audited, but without a type, period or report, and there is no trust center. Encryption in transit and at rest, penetration testing, point in time backups and a bug bounty program are in place.

Pricing is quoted after a form on team size and goals, and EchoIQ is billed on usage rather than seats. Early stage startups get the full platform free until an eleventh sales rep, a Series B or 24 months, then move to a Growth tier at a discount, but no figure for any paid tier is given.

Subscriptions renew automatically and can be canceled from the account before renewal, and fee changes take effect at renewal with 30 days' notice. After a contract ends Gyaan has no duty to keep or return content and deletes customer accounts and data within 60 days, and no export path for transcripts, forecasts or notes is offered.

Recap emails are generated after calls for the rep to send, and Slack alerts go to the team. Sending volumes, limits and reputation controls go unaddressed.

Built for RevOps, sales and customer success teams on Salesforce, from pre seed startups through enterprises with more than 1,000 employees such as Commvault and Snowflake, across team sizes from 5 to more than 2,000. Named customers are mostly US technology companies, and regions and languages are not stated.