One Platform for Account Engagement & Growth
Create AI-powered customer workspaces where sales, account teams, customer success, onboarding teams, and partners collaborate throughout the entire customer lifecycle.
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Customer Workspaces
Every customer relationship begins in a secure, branded workspace — not a scattered mix of email threads, shared folders, and one-off portals.
- •Create personalized customer experiences that reflect your brand and the account.
- •Centralize communication, content, and next steps in one shared hub.
- •Keep internal teams and external stakeholders aligned on the same narrative.
- •Collaborate securely with customers, partners, and executives.
- •Build once with templates and scale across opportunities, accounts, and programs.
Use cases include
- •Branding & personalization
- •Templates & template sync
- •Room components & smart pages
- •Secure sharing & share-link MFA
- •Content management & content library
- •Sales, community, onboarding, and content-share room types
Account Intelligence
Bring meetings, emails, stakeholders, engagement, activities, tasks, mutual plans, and customer history into one intelligent account view — so teams always know what is happening and what matters next.
- •See the full picture of every account without switching between CRM, inbox, and slide decks.
- •Understand stakeholder coverage, committee roles, and relationship health at a glance.
- •Turn conversations and activity into a living timeline teams can act on.
- •Relationship mapping
- •Stakeholder intelligence & buying committee roles
- •Account timeline & activity feed
- •Meeting intelligence (transcript analysis)
- •Email intelligence
- •Mutual action plans
- •Health indicators & relationship scores
- •Tasks & suggested actions
- •CRM import (Salesforce, HubSpot, CSV)
AI Platform
AI is not an add-on module — it continuously understands customer context and assists users across workspaces, accounts, and revenue workflows.
- •AI analyzes customer data as your teams work — not only when someone opens a chat window.
- •Specialist agents connect signals across meetings, email, engagement, and relationships.
- •Recommendations and drafts meet users where they already execute work.
- •Six live AI agents via a unified platform gateway
- •Account AI Insights (Account Analyst)
- •Meeting & email thread analysis
- •Conversational assistance in rooms and globally (Room Assistant)
- •Campaign and in-room outreach copy assistance
- •Tenant-scoped processing with governance and run observability
- •CRM and account data
- •Meetings & transcripts
- •Email threads
- •Room content & knowledge base
- •Engagement & activity
- •Stakeholders & relationships
- •Detects risks and coverage gaps
- •Finds expansion and multi-threading opportunities
- •Summarizes interactions and account health
- •Answers questions with grounded context
- •Maintains a coherent view of each customer relationship
- •Generates account insights and recommended actions
- •Drafts outreach and campaign copy
- •Creates room-ready summaries and FAQs from content
- •Routes signals to tasks and mutual plan milestones
- •Powers conversational assistance in rooms and globally
Collaboration & Revenue Workflows
Execute work together around customers — from opportunity management and mutual plans to tasks, broadcasts, and team coordination — without losing context between systems.
- •Keep every internal and external stakeholder aligned throughout the customer journey.
- •Connect pipeline motion, customer commitments, and day-to-day execution in one place.
- •Turn signals from meetings and engagement into assigned next steps.
- •Opportunity management & deal health
- •Task management & shared inbox
- •Mutual action plans with customer assignees
- •Team collaboration, comments & notifications
- •Broadcast campaigns to room members
- •Playbooks for scheduled content delivery
- •Calendar integration (coming soon)
- •Meetings hub (coming soon)
Customer Engagement Analytics
Understand exactly how customers engage across every interaction — from content and room activity to stakeholder participation and deal momentum.
- •See which accounts, rooms, and stakeholders are engaging — and which are going quiet.
- •Measure content performance and member activity with room- and org-level analytics.
- •Pair quantitative engagement with AI-generated summaries for faster reviews.
- •Content engagement & document insights
- •Visitor & member analytics
- •Stakeholder activity & heatmaps
- •Room analytics (views, shares, trends)
- •Downloads & session timelines
- •Engagement scores & deal health indicators
- •AI-generated engagement summaries
Enterprise platform
SmartRoomsXP complements your CRM — it does not replace it. Connect Salesforce or HubSpot, bring in email and forms, and layer AI-powered customer engagement on top of the systems your teams already use.
- •CRM search and import for accounts and contacts
- •Email providers for outbound communication
- •Secure, tenant-isolated workspaces for every customer relationship
- •Governance, audit logging, and AI run observability for enterprise teams
More than a CRM record or a content room
Enterprise teams need a platform that connects customer intelligence, collaboration, and engagement — not another point solution.
Engagement, content, and collaboration happen outside the CRM.
Focused on content delivery — not the full customer lifecycle.
Experience an AI-Powered Customer Workspace
Request a personalized demo built around your sales process, account management workflow, or customer engagement strategy.
See SmartRoomsXP in Action