Seamlessly share, collaborate, and close deals
in a personalized digital sales room.
Key Capabilities
Explore key capabilities
Branded Sales Rooms
Customize your DealRoom to deliver a branded, consistent sales experience.
Branded Sales Rooms
Centralized Content Hub
Share proposals, videos, and contracts in one central DealRoom for easy access.
Centralized Content Hub
Buyer-seller Collaboration
Keep deals moving with in-room chat, mutual action plans, and real-time engagement alerts.
Buyer-seller Collaboration
Buyer Qualification Insights
Collect key buyer details with customizable DealRoom forms to ensure smooth deal transitions.
Buyer Qualification Insights
Real-time Buyer Intent
Track buyer activity with live updates via email and Slack to engage decision-makers at the right moment.
Real-time Buyer Intent
Contract Collaboration
Streamline contract workflows with real-time redlining and mutual revisions and document sharing.
Contract Collaboration
Built-in eSignature
Accelerate deal closure with fast, secure signatures via built-in eSign and DocuSign integration.
Built-in eSignature
Mutual Action Plans
Guide buyers with embedded action plans detailing next steps, roles, and timelines.
Mutual Action Plans
Secure Document Management
Centralize deal files with secure, permission-based access for all stakeholders.
Secure Document Management
Product Benefits
Deliver personalized buyer experiences
with seamless team collaboration for winning outcomes.
Make every deal feel personalized with branded DealRooms that simplify engagement and decision-making.
Align sellers and buyers with instant chat, shared timelines, and live notifications to keep momentum.
Gain real-time insights into buyer intent, so your team can engage at the right time and with the right message.
Surface key stakeholders in the DealRoom, ensuring full buying group coverage and reducing deal friction.
Simplify contracts, quoting, and signing with collaborative workflows and integrated eSign capabilities, that move deals forward.
Client Testimonials
Sales teamsclose deals faster
and more efficiently with DealRoom
DealRoom gives a ‘wow’ effect… it takes it to the next level from just sending docs you can sign.”
DealTalk enables real-time collaboration on approvals, special terms, and configurations… reducing rework."
DealRoom is the way of the future for quoting… sales loves it."
Enterprise Security Compliance
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.
FAQs
Frequently Asked Questions
Want to know more?
DealRoom is a branded digital sales space that centralizes deal-related content, communication, and collaboration. It enables sales teams to engage buyers in real time, streamline deal workflows, and close deals faster with a frictionless buying experience.
DealRoom automates sales workflows, integrates with leading CRMs, and provides real-time buyer engagement insights. By eliminating manual processes and keeping all stakeholders aligned, DealRoom helps sales teams move deals forward efficiently.
DealRoom tracks buyer interactions—such as views, downloads, and engagement with shared content. Live notifications via email and Slack help sales teams prioritize high-intent buyers and act at the right moment.
Yes, DealRoom allows full customization, including branding, personalized content, and tailored deal workflows. This ensures a consistent and engaging buyer experience while reinforcing trust and professionalism.
DealRoom seamlessly integrates with Salesforce, Microsoft Dynamics 365, HubSpot, Freshworks, and other CRMs via API, ensuring accurate data flow and smooth sales processes.
DealRoom consolidates all deal-related assets—quotes, proposals, contracts, videos, and more—into one interactive, branded space. It enables real-time collaboration, structured next steps, and a secure content-sharing experience for buyers and sellers.
Yes, DealRoom ensures security with permission-based access, encrypted data storage, and password-protected document sharing. Sales teams can confidently manage sensitive deal documents in a controlled environment.
DealRoom supports a wide range of sales content, including proposals, contracts, pricing quotes, videos, case studies, and presentations. It serves as a centralized, interactive hub for deal engagement.
DealRoom offers advanced capabilities that enhance buyer-seller collaboration, including:
Branded sales rooms for a personalized experience
DealTalk for real-time communication
Mutual action plans to guide buyers through the process
Live buyer activity tracking to prioritize engagement
Built-in eSignature for fast and secure contract execution