See which open deals have historically been the ones you close.

EasyCRM trains a statistical model solely on the history of your own won and lost deals. Every open opportunity gets a 0 – 100 score and the three factors that influenced it most are stored with it.

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A score calculated from your own deal history

This is not a generic model for everyone – EasyCRM trains a Naive Bayes statistical classifier separately for each organization. The model learns from your won and lost opportunities. The result is a 0 – 100 score for every open opportunity, expressing the estimated probability of winning.

A model trained solely on your organization's data
A 0 – 100 score for every open opportunity
Calculated inside EasyCRM, with no call to an external service
The model is never mixed with other organizations' data

Open opportunities

Nordic Consulting Ltd.

Midwest Building Co.

Summit Partners GmbH

The factors that influenced the score

Together with the score, EasyCRM stores the three factors that influenced it most – each marked as raising or lowering the probability. The model evaluates eight properties of an opportunity, so it always works with data you actually record in the CRM.

Opportunity source and contact type
Expected revenue band
Number of activities on the opportunity
Opportunity age and priority
Close date set and sales rep assigned

Score factors – Nordic Consulting Ltd.

Positive factors

+ Sales rep assigned

+ Number of activities: 3 – 5

Negative factors

− Opportunity age: 90+ days

Current scores without manual recalculation

The model is retrained automatically every night, and after retraining the scores of all open opportunities are recalculated. The score is stored on the opportunity and is used by the AI assistant when it summarizes an opportunity (on the Pro plan or with the AI add-on).

Nightly retraining of each organization's model
Recalculation of all open opportunity scores
Score stored on the opportunity together with its factors
No configuration – the model learns from your data

Scores after the nightly recalculation

Opportunity

Score

Nordic Consulting Ltd.

Midwest Building Co.

Summit Partners GmbH

Lakewood Tools Inc.

Scoring that works with your real data

Every open opportunity has a 0 – 100 score
The three main factors are stored with the score
A model trained solely on your own deal history
Nightly retraining and score recalculation
No external service and no data sent to a third party when the score is calculated

Sales pipeline All features Pricing and plans

Questions about lead scoring

: Scoring uses classical statistics – a Naive Bayes classifier. It does not run through GPT or another AI provider and does not use an external machine-learning library. The calculation runs inside EasyCRM on your organization's data.
: Without history the model starts at a neutral 50%. It becomes more informed as closed deals accumulate, because it learns from them.
: The model is trained on your organization's won and lost opportunities. It evaluates the opportunity source, contact type, expected revenue band, number of activities, opportunity age, priority, whether a close date is set and whether a sales rep is assigned. From these patterns it works out which combinations historically led to a win or a loss and applies them to open opportunities.
: The model is retrained automatically every night, and after retraining the scores of all open opportunities are recalculated.

Let your deal history work for you

Create a free account and try EasyCRM.

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