DealRegAI · Beta · Agentic

Deal Registration on Autopilot.

DealRegAI manages deal registration across hundreds of vendor portals so you never leave a discount unprotected or a rebate uncollected.

DealRegAI demo — AI agent automatically populating a vendor deal registration form for an IT reseller, eliminating manual data entry

The problem

Reps forget to register deals and lose margin protection

Manual portal submissions eat hours of admin time

Expired registrations mean unprotected revenue

How it works

1

Capture

DealRegAI pulls deal data directly from your CRM opportunity — no re-keying, no copy/paste. Then fill out any additional required fields directly in DealRegAI.

2

Submit

AI fills and submits deal registration forms across vendor portals automatically. Deal reg status updates back to your CRM based on status received from the vendor.

3

Track

Full lifecycle visibility — submitted, pending, approved, expiring — all in one dashboard. No more chasing portals for status updates.

Capabilities

CRM-native workflow — register deals without leaving your CRM
Automated form completion — AI populates vendor-specific fields from your deal data
Login management — manage credentials for 100+ vendor portals in one secure vault
Deadline alerts — never miss a registration window or renewal

Frequently Asked Questions

DealRegAI supports any vendor's deal registration forms.

No. DealRegAI manages portal credentials securely and submits deal registration data on your behalf.

The system presents you with the form to be completed for the vendor you're registering a deal with. CRM data seamlessly populates any known data, and you or a team member fill out any additional fields. Then just hit submit, and the system handles data transfer.

ResellerOS maintains the connector library — you don't manage portal updates.

Ready to quote faster, protect more margin, and scale without adding headcount?

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