One Platform for Account Engagement and Growth
Bring together Digital Sales Rooms, Relationship Intelligence, Deal Pipeline, AI Insights, and Analytics to create better customer experiences and stronger account relationships.
Start free trialDigital Sales Rooms
Capabilities
- •Rooms & Room Types (Sales, Template, Community, Content Share)
- •Templates & Template Sync
- •Content Management & Content Library
- •Personalization (Smart Fields)
- •Mutual Action Plans (joint milestones with customers)
- •Playbooks (scheduled content plays)
- •Room Chat & Share Links
- •Room Design & Branding
Account & Relationship Intelligence
Capabilities
- •Accounts & Contacts
- •Engagement Tracking
- •Account Relationship Map (Organization, Stakeholders, Coverage)
- •Buying Committee Roles & Coverage Gaps
- •Relationship Score
- •Role Suggestions from Engagement
- •CRM Import (Salesforce, HubSpot, CSV)
Deals & Commercial Pipeline
Capabilities
- •Deal List & Pipeline Stages
- •Deal Health Score
- •Deal Signals (engagement, relationships, meetings)
- •Deal ↔ Room Link (1:1)
- •Suggested Actions → Tasks
AI Layer
Capabilities
- •Room Assistant — global and in-room chat with knowledge search and tools
- •Account AI Insights (Account Analyst)
- •Meeting Transcript Analysis (Transcript Analyst)
- •Email Thread Analysis (Email Analyst)
- •Broadcast Campaign Copy (Campaign Copywriter)
- •In-Room Outreach Copy (Outreach Copywriter)
- •Unified AI gateway with tenant-scoped sessions and run observability
Task Management
Capabilities
- •My Tasks Inbox
- •Account & Deal Tasks
- •MAP Tasks (internal & customer assignees)
- •Tasks from Deal Signals & Meeting Action Items
Analytics
Capabilities
- •Organization Analytics
- •Room Analytics (views, shares, trends)
- •Member Analytics & Engagement Heatmaps
- •Content & Document Insights
- •Deal Health & Engagement Indicators
- •Session event timelines and room engagement analytics
Ready to try it on your accounts?
Start with 1-month free access. Get a dedicated environment configured for your use case — explore Digital Sales Rooms, relationship intelligence, and AI on your own terms.
Start free trial