A practical guide to HubSpot AI Deal Insights in 2025

If you're a sales manager, your days are probably a blur of deal reviews, coaching calls, and the constant pressure to pull together a forecast that won't fall apart next week. Trying to find the real story behind each deal means digging through a mountain of CRM notes, email threads, and call logs. It’s a huge time drain that pulls you away from the work that actually helps your team win.

This is exactly the problem AI tools are supposed to solve. They promise to sift through all that data for you and just show you what matters. But do they deliver?

Here, we'll take a clear, no-fluff look at HubSpot’s native "Deal Insights" feature. We'll walk through what it is, what it's good for, where it has its limits, and what to do when you’re ready for something more powerful.

What is HubSpot AI Deal Insights?

Put simply, HubSpot AI Deal Insights is a feature baked into the HubSpot Sales Hub (you’ll need a Professional or Enterprise plan) that automatically analyzes and summarizes the info on a specific sales deal. Think of it as a little AI assistant that sits on your deal records.

Its main job is to scan all the related activity, like emails, notes, and call transcripts, to generate a quick summary. The idea is to help reps and managers get up to speed on a deal’s status, spot potential problems, and remember what the buyer actually wants, all without having to read through every single interaction.

This feature is part of HubSpot's bigger AI push, sometimes called "Breeze," which is all about adding AI helpers across their entire platform.

Key features of HubSpot AI Deal Insights

The tool has a few main parts that work together to give you a quick snapshot of a deal right from your sales workspace.

AI-generated deal summaries

Probably the first thing you'll notice is the AI-generated summary of recent activities. It pulls together the last five interactions (think meetings, calls, emails) so you don't have to scroll through the timeline trying to piece things together. For calls and meetings, it can even create a short summary from the transcript, which is pretty handy. It’s a real time-saver when you just need a quick catch-up on what’s been happening.

Proactive risk identification

This is where things get a bit more interesting. The AI actively looks for red flags that could mean a deal is about to go sideways. It's trained to spot things like:

• The deal's score suddenly dropping.

• The buyer mentioning uncertainty or objections in an email.

• No follow-up meetings or tasks scheduled, which might mean the deal is going cold.

• A close date that's already in the past.

By pointing these things out, it helps you and your reps focus on the deals that need immediate attention, letting you get ahead of problems before they derail your forecast.

Buyer goals and company insights

The tool also does its best to pull out the buyer's business needs from your conversations, which helps keep their goals top of mind. It also brings in data from other services to show you recent company news, who their competitors are, and what tools they're using. This gives your sales team some useful context to tailor their conversations and better position your product.

Strategic benefits for your sales team

Beyond saving a bit of time on admin, these features can actually make a difference in how your team operates.

More accurate sales forecasting

Let’s be real, sales forecasting can often feel like it's based more on a rep's optimism than on hard data. By flagging deals that have stalled and identifying risks early on, Deal Insights gives managers a more grounded view of a deal's health. This helps you build forecasts that are a little more reliable and less based on wishful thinking.

Faster deal reviews and coaching

The insights panel can really change the feel of your one-on-ones. Instead of kicking off a meeting with a vague, "So, what's new with this deal?" you can get straight to the point. A manager can say, "I see the AI flagged a potential budget issue after your last call. What's our plan to handle that?" It leads to much more focused coaching sessions that help reps work through real roadblocks.

Improved sales rep productivity

All the little time-savers add up. Reps spend less time writing up meeting notes or digging through their inbox for an old email. It also helps new hires get familiar with existing deals faster, which is great for getting them up and running. This frees up their schedule to do what they're actually supposed to be doing: finding new customers and talking to them.

Limitations of HubSpot AI Deal Insights and when to look for an alternative

HubSpot AI Deal Insights is a decent feature, but it's fundamentally stuck within the HubSpot world. For teams that need more, that’s where integrated solutions come in.

Limited knowledge sources

The biggest weakness is that the AI only learns from data that lives inside HubSpot. But think about where all the important conversations really happen.

What about that critical project plan you’re working on in a shared Google Doc? Or the technical questions answered by an engineer in a Slack channel? Or the detailed product specs your team keeps in Confluence? When you only rely on CRM data, you're only getting part of the story, and sometimes it's the wrong part.

This infographic illustrates how an integrated AI tool can pull data from multiple sources beyond the CRM, a key limitation of HubSpot AI Deal Insights.

Focus on insights, not automated actions

HubSpot's tool is good at telling you there’s a problem, but it doesn't actually do anything about it. It might flag a "budget risk," but figuring out the next step is still completely on you.

This is a big difference compared to more advanced AI systems that can take the next step for you. For instance, a separate AI agent could be set up to not just spot that risk, but to also automatically ping a manager, create a task for the rep, or even draft an email template that tackles common budget questions. It's the difference between an alarm bell and a system that helps you put out the fire.

This workflow shows how an advanced AI platform can automate actions based on insights, unlike HubSpot AI Deal Insights, which primarily focuses on analysis.

Limited customization and control

If you look through HubSpot's own community forums, you’ll see users have been asking for more say in what insights get shown. HubSpot is gradually adding more options, but at the end of the day, you're stuck waiting on their schedule.

This is where a dedicated AI platform gives you a lot more freedom. A tool like eesel AI, for example, has a workflow engine you can completely customize. You get to decide exactly which deals the AI should focus on, what its tone should be, and even what special actions it can take, like looking up order details in Shopify or updating another system entirely.

This image shows the customization rules in an alternative AI platform, highlighting the greater control available compared to the more rigid HubSpot AI Deal Insights.

HubSpot Sales Hub pricing

It’s worth remembering that HubSpot AI Deal Insights isn't part of the free or Starter plans. To get it, you’ll need a subscription to either the Sales Hub Professional or Enterprise plan.

Plan	Starting Price (Annual Commitment)	Key Features for Deal Insights
Sales Hub Professional	$90/seat/month	Deal Insights, Forecasting, Sales Automation, Call Transcription
Sales Hub Enterprise	$150/seat/month	Everything in Pro +, Conversation Intelligence, Custom Objects, Advanced Permissions

A quick heads-up: These prices are starting points from late 2024 and don't include the one-time onboarding fees, which can be pretty hefty. Always double-check the official HubSpot pricing page for the latest info.

The verdict: Unlocking true sales intelligence beyond HubSpot AI Deal Insights

For teams that are all-in on HubSpot, the AI Deal Insights feature is a nice addition. It definitely helps clean up the deal review process and brings risks to the surface that might have been buried in your CRM.

But its intelligence stops at the HubSpot border. Real, complete sales intelligence has to pull from all the different places your team works.

This is where a tool built around integrations can break down those walls. eesel AI is designed to connect to your helpdesk and all your scattered knowledge bases to give your AI a full, accurate picture of what's going on. It stands out by offering:

• A setup that takes minutes, not months: You can get eesel AI running yourself without waiting around for onboarding calls or complicated projects. It just plugs into the tools you already use.

• Unified knowledge: Connect it to past tickets, Google Docs, Confluence, Slack, and more. This gives the AI the context it needs to be genuinely helpful.

• Action, not just insight: Use a powerful, easy-to-customize workflow engine to do more than just analyze deals. You can automate triage, draft replies, and kick off actions across your other systems.

Ready to give your sales and support workflows a boost with AI that actually understands the full picture? Try eesel AI for free and see how simple it is to get started.