A branded deal room generates the moment a quote ships. Every page view, every forward, every CFO scroll — tracked back to the rep. The PDF in a Gmail thread is dead.
Page-level heatmap. Stakeholder views. Inline e-sign envelope. Every CFO scroll captured.
Then it's invisible. Did the buyer open it? Did they share it with their CFO? Did the CFO get stuck on slide 11? You don't know — so you can't help.
Six capabilities that make this module work end-to-end. Pick any one as your starting point — they compound.
Each room generates with the customer's logo, your colors, and a custom URL. Looks like a portal you built for them — not a marketing template.
Pricing flows from Quoting Engine. Margin updates in real time as the deal evolves. The buyer always sees the current price, scope, ROI.
Page-level heatmaps. Who's stuck on what. Who's forwarding to whom. Reps see the buyer's read-state before the next call.
ROI calculator embedded in the room — buyer drags the sliders for their volume, their wage, their utility rate. Their case lives in their room.
Buyer's CFO, IT, security, legal — each with their own access and the right docs. Comments and questions thread per stakeholder.
When the deal is ready, the e-sign envelope is right there. No separate DocuSign link, no version-control panic. Sign and the deal moves to closed-won.
When a quote ships, the room generates and instruments itself. Every CFO scroll, every legal forward, every procurement question — captured the moment it happens.
Branded URL, customer logo, deal context — generated from the CRM record. Pricing pulls live from Quoting Engine.
~120msSingle link. SSO optional. Each stakeholder gets a view scoped to their role — CFO sees TCO, IT sees specs, legal sees redlines.
~24msPage-level heatmap. Time on TCO. Forwards to the CFO's CFO. Each event timestamped, attributed, and pushed to the rep.
~8mse-Sign envelope inline. Buyer signs. Room locks. Customer Health takes over the moment the ink dries.
~32msDeal Room runs against alerting policy you write in plain language. Every signal — a forward, a stuck CFO, a never-opened section — fires the right action with the right owner.
Policy is layered: stakeholder-specific triggers, time-based thresholds, escalation routing. The rep only sees what matters; the model handles the rest.
# Deal Room · Engagement Policy when stakeholder.role = "cfo" and page.tco.time_on > 2min: signal → rep.dashboard tag → "cfo_engaged" when page.tco.stuck > 3d: notify rep + draft_followup route → account_owner when stakeholder.legal.added: prefetch redline_history signal → ae + deal_desk when proposal.forward.detected: log forwarder, recipient expand stakeholder_map # Last edited: M. Okafor · 12d ago
Salesforce, HubSpot, Microsoft Dynamics — read deal, write engagement.
Live pricing flows directly into the room — never stale.
DocuSign, Adobe Sign, Dropbox Sign — inline, with full audit trail.
Buyer engagement events surface in-channel, in real time.
We bring the room to one slice of your business — branded, instrumented, on your live deals — and show you the engagement you've been missing. Same week, no commitment.