Your Questions, Answered

  • No. Predara does not modify CRM data. The platform operates in a read-only mode, analysing existing data to generate insights and visualisations without altering your records.

  • Predara accesses CRM data required to generate pipeline insights, such as:

    • deal stage and pipeline information

    • deal values and close dates

    • activity history

    • engagement signals

    • contact and company associations

    Predara only accesses the data necessary to provide its analysis features.

  • Yes. Predara uses secure infrastructure and industry best practices to protect data. CRM integrations use secure authentication protocols and encrypted connections to ensure data is transferred safely.

    Access to data is restricted to authorised systems required to operate the service.

  • Predara processes CRM data in order to generate analysis and insights within the platform. Data may be temporarily stored to enable visualisations, analytics, and AI-driven insights.

    Customers retain ownership of their CRM data at all times.

  • Customers remain the full owners of their CRM data. Predara does not claim ownership of customer data and does not sell or share it with third parties.

  • Predara only accesses the data made available through the CRM integration and required to generate insights. The platform does not intentionally collect sensitive personal data unless it exists within the connected CRM system.

  • Yes. Users can disconnect their CRM integration at any time through the platform settings. Once disconnected, Predara will no longer access CRM data.

  • Connecting your CRM typically takes less than a minute. Once connected, Predara begins analysing your pipeline data immediately and insights become available shortly after.

  • Predara uses AI models to analyse multiple signals within your CRM data, including:

    • deal activity levels

    • engagement signals

    • timeline credibility

    • pipeline progression

    • deal momentum

    These signals are combined to produce insights such as Deal AI Health Scores and pipeline intelligence dashboards.

  • No. Predara operates independently of your CRM system using secure API connections and does not affect CRM performance.

  • Yes. Predara is designed for sales leaders, revenue teams, and executives who need a clear view of pipeline health and forecasting accuracy.

  • By connecting your CRM, Predara helps you:

    • understand the true health of your pipeline

    • identify deal risks earlier

    • prioritise the most valuable opportunities

    • improve sales forecasting accuracy

    • gain deeper insight into team performance

Step by Step Guide

Predara connects directly to your CRM and transforms your pipeline data into powerful AI-driven insights. In just a few steps, you can uncover the true health of your deals and gain complete visibility over your revenue pipeline.

Create a Predara Account:

  1. Click “Access Predara” from https://www.predara.com/OR navigate to: https://app.predara.com/login

  2. Click “Sign up” and enter your details.

  3. Your password must be at least 12 characters long with a special character.

This will automatically start your 7-day free trial. Once the free trial has ended, you will need to sign up to a paid plan.

Connect Your CRM

  1. Click “Connect Your First CRM”

  2. From the drop down, choose your CRM type

  3. Name your CRM connection

  4. Click “Add CRM”

  5. You will be redirected to your desired CRM - Choose your account and click connect app. Follow any further instructions in the CRM to accept the connection

  6. Once accepted, you will return to the Predara platform

  7. You can then click “Sync & View Dashboard”

  8. Your CRM information will automatically sync into the platform

Your CRM data remains secure and is accessed in read-only mode, meaning Predara never changes or edits your records.

Analyse Your Pipeline with AI

Click “AI Analyse” from the top bar or top of the Deal Confidence section.

Predara’s AI engine evaluates your pipeline using a range of behavioural signals within your CRM data, including:

  • deal activity levels

  • engagement signals

  • stage progression

  • timeline credibility

  • deal momentum

  • historical deal patterns

Reveal the True Health of Every Deal

Predara transforms raw CRM data into clear, actionable intelligence.

Each opportunity receives a Deal AI Health Score, giving sales leaders an objective view of which deals are progressing well and which may require attention.

You can instantly identify:

  • at-risk deals

  • stalled opportunities

  • high-probability opportunities

  • pipeline gaps

Turn Insights Into Revenue

With a clear view of pipeline health, sales leaders can make better decisions and guide their teams more effectively.

Predara helps organisations:

  • prioritise the right opportunities

  • improve forecasting accuracy

  • identify risks earlier in the sales cycle

  • increase sales team performance

  • drive more predictable revenue growth

Simple Setup. Powerful Insight.

Connecting your CRM takes less than a minute, and Predara begins generating insights immediately.

See the truth behind every deal.