Empowering Sales with Intelligent Automation
Revolutionize Deal Closing with AI and Analytics
Effortlessly manage deals, boost sales with enhanced customer experience, AI, and data analytics. Unify buyers and sellers in a collaborative space.
Streamline Sales, Enhance Buying Experience, and Close Deals Efficiently. Leverage AI and data analytics to drive sales, providing a central hub for communication and negotiation throughout the sales cycle.
Seamless Onboarding for Your Ideal Customers. Make your onboarding process seamless, catering to everything your ideal customer would want, from activation to late night product questions. With our customer onboarding template, you can ensure a smooth and hassle free experience for your customers, setting the stage for a successful partnership.
Collaborate effectively with customers in a shared client portal, utilizing various communication tools and resources, to improve communication, streamline processes, and build strong, lasting relationships that lead to increased customer satisfaction, loyalty, and ultimately, long term business success.
Overview
Effortless Deal Room Creation in 3 Steps
Create and share personalized deal rooms with all sales materials, videos, and discussions in one place to impress buyers and close deals faster.
Create A Deal Room
Effortlessly design your sales room with our intuitive AI powered editor. Customize it with relevant content and sales materials to create a personalized experience for your buyers.
Share with a Magic Link
Invite prospects effortlessly with a magic link. They can access the deal room instantly without the need to create an account or install an app. It's easy and hassle free, making their experience smooth and engaging.
Collaborate and Track Buyer Engagement
Collaborate with stakeholders and stay in the loop with comprehensive analytics, tracking buyer engagement every step of the way. Gain valuable insights effortlessly and seal the deal.
Pricing Wizard
Configure, Price, Quote
Simplify configuring products, pricing deals, and generating quotes, enabling sales teams to create and send accurate, professional proposals with just a few clicks. Quickly generate tailored pricing tables to close deals faster and bring them closer to a signature.
Effortless Configuration
Easily tailor products to meet customer needs without hassle.
Error Free Quotes
Ensure accuracy and consistency in every quote, boosting credibility.
Instant Pricing
Get accurate pricing instantly, eliminating delays and guesswork.
Polished Proposals
Impress clients with polished, customized quotes generated effortlessly.
Workflow Optimization
Enhance efficiency by reusing configured products and quotes without the need for repetitive setup.
Improved Customer Experience
Provide faster responses and more accurate proposals, enhancing overall customer satisfaction.
Realtime Conversations
Connect and Chat with Buyers in Realtime
Engage in live chat and maintain seamless communication with buyers using our Realtime Conversations feature. Stay connected, answer questions, and provide support in real time.
Chat
Enhance connections with real-time chat. Easily communicate, collaborate, negotiate, and close deals instantly.
Conversations with Threads
Improve collaboration with threaded conversations to boost communication and productivity.
Instantly Share Any File
Simplify collaboration with seamless file sharing for your digital sales room.
Stakeholders Engagement Channel
Turn email conversations into sales collaboration for efficient communication.
AI Chatbot and Chat Moderation
Enhance customer service with our AI chatbot, available 24/7 for instant, personalized assistance.
Edit, Pin, Delete
Take full control of your messages, ensuring accuracy, importance, and clarity with every message.
AI Powered
Empower Customer Support with AI Chatbot
Offer customer support and personalized help, leading to effective and customized interactions that prioritize customer satisfaction above everything else. The chatbot adapts from the training data you supply, ensuring that responses are customized to your particular business environment.
Customer Support
Help customers with their questions and provide instant support for a smooth experience.
Contextual Responses
The chatbot tailors its responses to your business context using the training data you provide.
AI Powered
Conversation Intelligence
Transcribe, analyze, and extract valuable insights from sales conversations. Identify trends, enforce talk tracks, and discover winning behaviors.
Identify Trends
Extract valuable insights from sales conversations to identify trends and winning behaviors.
Enforce Talk Tracks
Ensure consistent messaging by enforcing talk tracks and discovering winning behaviors.
Collaboration
Streamline Collaboration
with Shared Workspaces, Document Sharing and Editing
Our comprehensive digital sales room platform provides collaborative tools that unify buyers and sellers. With shared workspaces, document sharing, and collaborative editing, teams can seamlessly collaborate and enhance productivity.
Shared Workspaces
Create shared workspaces where buyers and sellers can collaborate in real time.
Document Sharing
Effortlessly share and exchange documents with buyers and sellers within the platform.
Insights
Track and Analyze Buyer
Engagement and Progress
Gain valuable insights into buyer engagement and deal progress with our advanced analytics and tracking tools. Understand how buyers interact with your sales materials and monitor the progress of your deals.
Monitor Buyer Engagement and Deal Progress
Stay informed about how buyers are engaging with your sales materials and track the progress of your deals in real time.
Optimize Sales Performance with Data Driven Insights
Use data driven insights to optimize your sales performance and make informed decisions to drive success.
Advanced Analytics and Tracking Tools
Leverage our advanced analytics and tracking tools to gain valuable insights into buyer engagement and deal progress.
Content Mastery Made Easy
Content Library and Templates
Effortlessly upload and arrange your sales materials into folders, allowing you to reuse them multiple times, saving time and energy. Access ready made templates or design your own to customize and reuse.
Efficiently Manage
Upload and store sales collateral in structured folders for easy access and reuse.
Templates
Choose from a variety of pre built templates or customize your own to fit your needs.
Branding
Customize with Personalized Branding and Themes
Make the platform your own by adding your brand color, logos and choosing themes that reflect your brand identity.
Easy Customization
Easily personalize by uploading your own logos, brand colors and selecting themes.
Brand Identity
Create a consistent brand experience by using custom logos and branded themes.
Secure Data Sharing
Secure Information Sharing for Enhanced Collaboration
Enable founders, sales teams, and customer teams to securely share resources and collaborate. With allowed viewers and domains, track who is accessing your information and add passcodes for added security.
Protect Shared Resources
Enable secure sharing between sales and prospects, customer success and customers, and founders and investors.
Track Access
Monitor who is accessing your information to ensure that only authorized individuals are able to access.
Reminders and Notifications
Automate Reminder Workflows, Stay Notified
Has your prospect forgotten to read your quote? Now you can easily automate reminder workflows and get notified about the latest interactions. Set up automatic reminders to prompt recipients to take action, and choose to deliver them via email or SMS to improve your win rates.
Automate Workflows
Set up automatic reminders to improve win rates and keep deals moving forward.
Real Time Notifications
Stay informed about the latest interactions on your document with real time notifications.
Sales Powerhouse
Easily Organize Your Deal Rooms for Clarity
Effortlessly organize deal rooms by products, sales initiatives, or other criteria. Group related deals to gain clarity, efficiency, and actionable insights. Simplify your sales journey and unlock the power of focused organization with Collections.
Productivity Boost
Group related deals into collections to align with your workflow and drive results.
Efficient Workflow
Organize your deal rooms based on products, sales initiatives, or any criteria.
Plan With Confidence
Simplify Deal Management with the Manual Action Plan
Manual action plan empowers users to collaboratively develop and manage action plans for specific deals, leading to improved buyer experience, enhanced pipeline visibility, and increased confidence in successful outcomes.
Create
Easily create customized action plans tailored to the unique requirements of each deal.
Manage
Effortlessly track and manage the progress of action plans to ensure timely execution.
Seamless Tool Integration
Integrate effortlessly with your favorite tools
Our platform offers a wide range of integrations with popular CRM systems, platforms, and more. Streamline your workflow and enhance productivity by connecting all your tools in one central hub.
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Get Started
Streamline your sales process today
Experience the ease of automation, the power of analytics, and the impact of seamless integration. Your journey begins now!