WinTheDeals

Frequently asked questions

Including the awkward ones: we prefer to answer them here rather than in the demo.

Product questions

Is this a generic CRM?

No. WinTheDeals covers complex deal sales: decision-maker qualification (decision power, attitude, position), MEG (Mathematical Expectation of Gain), tasks, documents. It does no marketing automation, lead capture, email sequences, telephony, quotes or e-signature. If that is your main need, we will tell you from the first exchange.

What is the difference with the account record of a classic CRM?

A classic CRM sees a company and its contacts. WinTheDeals sees circles — the organisations where your decision-makers gather, including those that give you access to others — and places, the locations where to find them. The same decision-maker can belong to several circles and be present at several places.

Why €80 per user per month when a generic CRM starts cheaper?

Because you are not buying a software seat: the flags method, proven for 40 years, is in the data model, and the training that comes with it is offered at start at a displayed price. The comparison is made on the relevance of the qualification, not on the length of the feature list. See the Pricing page.

Does the MEG (Mathematical Expectation of Gain) predict that a deal will be signed?

No. The MEG (Mathematical Expectation of Gain) measures deal mastery: the strength of favourable decision-makers against the total strength at stake. It is only significant from five qualified contacts; it helps decide what to do, not promise an outcome. See the Method page.

Can I import my existing data?

Case by case: bring the topic to the demo, we examine it with you on your real data.

Does the tool work on tablet / mobile?

Yes. The interface is responsive: usable on computer, tablet and phone, with nothing to install. There is however no native mobile app and no offline mode.

Can AI agents use the CRM?

Yes. WinTheDeals exposes an MCP server (8 tools) and a REST API v1 with explicit permissions and OAuth 2.1: your agents can browse deals, create tasks and prepare reviews. The details on the API page.

Trust questions

Is my data separated from other companies?

Yes. Each team works in a strictly isolated space (multi-tenant); members are invited by the administrator, with roles and permissions per member.

Where is my data hosted?

Our data is hosted by UpCloud , the high-performance European platform for developers and businesses. A reference player in the European cloud, UpCloud operates a global platform spread across four continents and 15 data centres. Founded in 2011 and based in Helsinki, Finland, the company guarantees a 99.999% SLA for uninterrupted service.

Can I export my data?

Yes. Your data is exportable at any time through the REST API v1, which exposes 8 business resources (deals, flags, circles, places, tasks, tags, powers, documents), and an AI agent can also retrieve your data via the MCP server. In case of cancellation, the full export is reviewed with you before the end of the subscription.

Who can see my deals?

Only the members you invite into your team.

Practical questions

How long to get started?

From the first user, with no configuration project: five qualified flags are enough for a first significant MEG (Mathematical Expectation of Gain). The training (6 h, 6 participants maximum) is offered at start.

Do you offer training?

Yes: the flags method training, 6 hours, 6 participants maximum, €1,200 ex. VAT. Individual coaching is also possible, at €100 ex. VAT per hour. See the Pricing page.

What if I want to stop?

You can cancel at any time: your access stays open until the end of the paid period and your data is exportable through the API (see the Pricing page).

Is the product available in French?

Yes, the interface is in French and English.

Security

  • Isolation per team, roles and permissions per member; user cap per subscription.
  • Identifiers hidden in URLs (no visible sequential identifiers).
  • Activity log: who did what, when.
  • Contact form delegated to Fieldgoal: the site carries no form-submission processing — reduced attack surface.
  • Contact form protected by Cloudflare Turnstile before submission, on top of the Fieldgoal delegation.
  • API: tokens with explicit per-resource permissions; signed webhooks (HMAC), replayable; idempotency keys on writes.

A question is missing from the list?

Ask it directly: we answer within two business days.