Guide & FAQs

    Your questions, answered.

    Everything you need to know about Predara — how it works, what it accesses, and how to get insight in minutes.

    Step by step guide

    From sign-up to revenue clarity.

    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.

    1. 1

      Create a Predara account

      Click "Access Predara" or go to app.predara.com/login. Sign up with your details (password ≥12 characters with a special character). Your 7-day free trial starts automatically.

    2. 2

      Connect your CRM

      Click "Connect Your First CRM", pick your CRM type, name the connection, then authorise inside your CRM. You'll return to Predara and click "Sync & View Dashboard".

    3. 3

      Analyse your pipeline with AI

      Click "AI Analyse" from the top bar. Predara evaluates activity, engagement, stage progression, timeline credibility, momentumHealth · GlossaryDeal MomentumThe directional change in a deal's engagement and activity over the last 14–30 days. Positive momentum (rising activity, multi-threading expanding, response times shrinking) is one of the strongest predictors of close. Negative momentum is one of the strongest predictors of slip.View full definition → and historical patterns.

    4. 4

      Reveal the true health of every deal

      Each opportunity gets a Deal AI Health ScoreHealth · GlossaryDeal AI Health ScoreA 0–100 score representing the real probability that an opportunity will close, derived from behavioural and engagement signals rather than rep-entered stage or close date. The score is explainable: every point can be traced back to a measurable signal in the CRM.View full definition →, surfacing at-risk deals, stalled opportunities, high-probability wins, and pipeline gaps.

    5. 5

      Turn insights into revenue

      Prioritise the right opportunities, improve forecasting accuracy, identify risks earlier, and drive predictable revenue growth.

    Free download · PDF

    The Sales Forecasting Playbook

    A 7-page guide for sales leaders on building defensible forecasts with AI-driven pipeline signals. Free to share with attribution.

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    Simple setup. Powerful insight.

    Connecting your CRM takes less than a minute. See the truth behind every deal.

    Begin 7-day free trial

    Need more detail?

    Read the full Predara documentation

    Every screen, every score, every setting — the complete reference for the Predara app.

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    Your questions, answered

    Frequently asked questions.