Matik
Direct answer: Matik turns your CRM and warehouse data into decks from templates your admins build. DeckShift takes the deck your rep already has and rebuilds it for one prospect, with every added claim sourced. If your decks are mostly your own data, Matik fits. If the missing piece is the prospect, that's DeckShift.
Your team's deck is the asset
Both products start from something your team made. That is the thing they have in common, and the place they split.
Matik starts from a template. Its own sales page says “Matik admins configure and publish the sales templates, data queries, calculation logic and required inputs.” (Matik for Sales) and then “Reps select the appropriate template and account to generate a presentation from that foundation.” (same page).
DeckShift starts from the deck. The one your reps already pitch with, with the story settled and the proof points chosen. You upload it, or pull it from Google Slides, Google Drive or OneDrive, and we keep the slides you already got right as themselves. What we add is written for one prospect, and every added claim arrives with its source.
If your decks are mostly your own numbers, the template is the right starting point. If the hard part is the prospect, the deck is.
Five cases where Matik wins
- Your numbers live in a warehouse or BI tool. “Matik supports CRM sources such as Salesforce and HubSpot, data warehouses such as Snowflake, BI sources such as Looker, and spreadsheets such as Google Sheets.” (Matik for Sales). DeckShift reads your approved sources and the prospect's own site. We do not query your warehouse.
- You need governed templates across a large team. Matik's whole model is an admin layer that publishes templates and the queries behind them. We have no template governance layer. The rep's deck is the starting point, and an admin can set which decks an offering opens with, not what a slide may say.
- QBRs and renewals are the main job. Matik's homepage leads with “QBRs, renewal decks, emails, and digital experiences” (matik.ai) and its customer section is headed “Trusted by leading Customer Success teams” (matik.ai). DeckShift is built for the pitch to a prospect you have not sold to yet.
- You run on Salesforce and want generation inside it. “Generate in Matik or inside Salesforce.” (Matik for Sales). DeckShift's CRM connection today is HubSpot, one-way, on the Team plan. Salesforce is in progress and not available to customers yet.
- Your security review needs a SOC 2 report. Matik lists “SOC 2 Type II” (Matik for Sales) with “Published security assurance” (same page). We have not completed a SOC 2 audit. What we do today is on our security page.
Side by side
| What matters | Matik |  |
|---|---|---|
| Starting point | An approved template an admin configured. “Reps select the appropriate template and account to generate a presentation from that foundation.” (Matik for Sales) | The deck your rep already has: a PPTX upload, or a deck from Google Slides, Google Drive, OneDrive or the library. |
| Setup before first use | “Matik admins configure and publish the sales templates, data queries, calculation logic and required inputs.” (Matik for Sales). Matik's own implementation page is headed “From Setup to Scale in Weeks” (Implementing Matik). | Upload a deck and run a shift. The first quick shift needs only an email. |
| Where added content comes from | “from connected CRM and product data in approved templates” (Matik for Sales) plus rep notes: “Add discovery notes, buyer priorities and the outcome you are discussing.” (same page) | Research on the prospect from a URL, a description or a call transcript, plus your own approved sources: company profile, offering, uploaded and linked documents. Never the open web. |
| Checking what the AI wrote | “The same source values and query inputs produce the same configured metrics” (Matik for Sales) and the narrative “can vary and should be reviewed before it is shared.” (same page) | Every added claim is checked against its cited source at generation and arrives with a verdict and citation. An unresolved claim blocks download and share until the rep confirms or rejects it. |
| Speaker notes | “The Narrative Agent helps turn account data and that context into takeaways and talking points.” (Matik for Sales) | Speaker notes on every shift, with citations. |
| CRM | “Generate in Matik or inside Salesforce.” (Matik for Sales). HubSpot and others as data sources. | HubSpot, one-way, on Team: connect, pick a company or deal, and it becomes the prospect for the shift. Salesforce in progress. |
| Output | “Outputs are editable in Google Slides or PowerPoint.” (Matik for Sales). Also “decks, documents, spreadsheets, PDFs and personalized emails” (same page). | PPTX, PDF and Google Slides, saved to Google Drive or OneDrive if you like. |
| Where you use it | In Matik, “inside Salesforce” (Matik for Sales) or through “a supported assistant such as Claude or ChatGPT” (same page) over MCP. | The web app, the Chrome extension, which reads the page you are on, a CRM record included, and the iPhone app. |
| Price | Not published, quote-based. Vendr: “Because Matik pricing is customized and not published” (Vendr). Vendr's median is $40,800 a year across 37 purchases, ranging from $19,400 to $91,370. Third-party data, read November 6, 2026. | Pro $50 a month on an annual contract, $60 month to month, 14-day trial. Team $360 per user a year from ten seats. |
Last checked November 6, 2026. Every Matik cell quotes a Matik page and links to it: the sales page, the homepage and Implementing Matik. The price is Vendr's benchmark, not Matik's, and is labeled as such.
Research the prospect, not just the account
Matik's inputs are your data about the account. Its sales page says it generates “account-specific pitch decks, business cases and proposals from connected CRM and product data in approved templates.” (Matik for Sales). That is a strong model when the account is already a customer and the numbers are in your systems.
A first meeting has none of that. There is no usage data, no renewal date, no product metric. What there is: the prospect's website, what they said on the discovery call, and what your team already knows about how it wins. DeckShift starts there. Give us a URL, a description or the call transcript, and we read the prospect's world, then rebuild your deck to speak to it, with new bridging slides where the story needs them.
The Chrome extension closes the gap on the CRM side. A rep opens a deal or company record in whatever CRM the team runs, clicks the icon, and the extension reads the fields, the stage and the record's website, pulls the site, and starts the shift from there. On the Team plan, a HubSpot connection does the same from inside DeckShift.
Every added claim arrives with its verdict
Matik is plain about where its guarantee stops. Its FAQ says “The same source values and query inputs produce the same configured metrics” (Matik for Sales) and that the AI narrative “can vary and should be reviewed before it is shared.” (same page). Deterministic numbers, reviewable prose. For a QBR, that is the right split.
A pitch deck is mostly prose, so we made the review the step rather than the advice. Every claim DeckShift adds is checked against the source we cite, the whole source and not an excerpt, and comes back marked supported, not supported or inconclusive. The rep opens each one, sees the verdict, the quote and an image of the cited page as it looked that day, and confirms it under their own name or rejects it. A rejected claim leaves the slide, which reflows without it.
Until every claim is resolved, the deck does not download and does not share. Nothing unchecked reaches a prospect.
Claims may cite only the sources you supplied: the company profile, the offering, your uploaded and linked documents, and the prospect's own site. When none of them say what a slide needs, the slide ships without the proof point rather than with an invented one.
Start without a project
Matik sells through a demo. Its homepage offers “A short walkthrough on workflows like yours” (matik.ai) and describes it as “not a generic self-serve trial.” (same page). Its implementation page adds “You will be paired with a dedicated Account Manager to guide implementation and share best practices.” (Implementing Matik). For an enterprise rollout across a book of business, that is how it should work.
Matik does not publish a price. Vendr's benchmark, which is third-party data and not Matik's own figure, put the median contract at $40,800 a year across 37 purchases when we read it on November 6, 2026, with a range from $19,400 to $91,370, before implementation fees.
DeckShift is priced for one rep to start today. Pro is $50 a month on an annual contract, or $60 month to month, with a 14-day trial whose first quick shift needs only an email. Team is $360 per user a year from ten seats and adds the HubSpot connection. No sales call, no implementation fee, no admin project before the first deck.
Frequently asked questions
Is DeckShift a Matik alternative?
For new-business pitch decks, yes. Both products produce an account-specific deck, but from opposite ends. Matik fills approved templates with your own CRM and warehouse data, which suits QBRs and renewals where the numbers already exist. DeckShift starts from the deck your rep already has, researches the prospect, and adds claims we have verified against your approved sources. For a first meeting, where there is no account data yet, DeckShift is the fit. For a warehouse-driven QBR program, Matik is.
Can I use both?
Yes, and some teams will. Matik for the recurring decks that run on your data: business reviews, renewals, value snapshots. DeckShift for the pitch to a prospect you have not sold to yet, where the deck has to speak to their world and every added claim has to hold up. They do not compete for the same slide.
Does DeckShift connect to Salesforce or HubSpot?
HubSpot, yes. On the Team plan a rep connects HubSpot, picks a company or deal, and that record becomes the prospect for the shift. The connection is one-way: we read, we never write back. Salesforce is in progress and not available to customers yet. Separately, the Chrome extension reads whatever CRM record page a rep has open, on any CRM, and starts a shift from it.
How do you know what Matik does?
We read it on Matik's own pages. Every Matik claim on this page is a word-for-word quote, linked to the page it came from, read on November 6, 2026. The one figure that is not Matik's is the price, which Matik does not publish, so we cite Vendr's benchmark and say so. If a quoted line has changed, tell us and we will fix or drop it.
What does Matik cost?
Matik does not publish a price. Every call to action on its site is a demo request. Vendr, which collects anonymized purchase data, reported a median of $40,800 a year across 37 purchases, ranging from $19,400 to $91,370, when we read it on November 6, 2026. DeckShift Pro is $50 a month on an annual contract with a 14-day trial, and Team is $360 per user a year from ten seats.
Start with the deck you already have
Upload your deck, point it at one prospect, and open the source behind every claim we added. The first quick shift runs on an email alone. No sales call, no implementation fee.