How It Works
A deal room for real B2B sales
More than a document portal, it is a shared workspace where buyers and sellers own the deal from first call to signed contract.
Deal Room Overview
A shared deal space for both sides
Each deal has one shared space for its stage, participants, action plan, and documents. Both sides see the same view, without version confusion or missed emails.
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An action plan both sides own
Every room includes a shared checklist for buyer and seller tasks. Both sides can see what remains, who owns it, and its due date, without another just-checking-in email.
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See when buyers read your proposal
Place proposals, contracts, and security documents in the room. Each document shows who viewed it and when, so you know whether the right person opened it.
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Fits your current sales stack
Room activity syncs to your CRM.
Room activity goes to your CRM without manual entry, keeping pipeline data current even when a rep forgets to update it.