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Bluefin Insurance – Helpwise AI platform

Lost

Bluefin Insurance · Education · DACH

ACV

$8,000

Closed Oct 24, 2025

ACV
$8,000
Close date
Oct 24, 2025
Fiscal quarter
2025-Q4
Segment
SMB
Close stage
Closed Lost
Seller
Elif Kaya
Winning competitor
Supportiva
Incumbent
—
CRM loss reason
No budget

Seller view vs customer view

How the CRM-stated reason compares with what the customer actually said.

Aligned

Seller said

Seller said

No budget

“Budget was pulled for this year.”

Customer said

Customer said

No budget

“The budget line was cut in the mid-year review.”

Final reason

No budget

Seller and customer name the same reason.

Extracted reasons

Every reason pulled from sources linked to this deal, with its origin.

  • SellerSeller saidHigh confidence· No budget
    “Budget was pulled for this year.”

    Seller view: no budget

  • CustomerCustomer saidMedium confidence· No budget
    “The budget line was cut in the mid-year review.”

    Customer view: no budget

Attributed root causes

Root causes this deal contributes to, weighted by how much they explain the outcome.

No root causes attributed yet. Run the analysis once reasons have been extracted.