One place for your team to close. One place for your buyer to say yes.
Deal rooms bring your offer, buyer activity, signatures, and payment into one live space — so your buyer always knows what to do next, and you always know where things stand.
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Your CRM tracks the deal. It doesn’t close it.
Proposal sent as a PDF… then silence
One live Room from offer to signed and paid
No idea if the buyer opened it or shared it
Real signals on buyer engagement and deal momentum
Versions scattered across inboxes
Everything connected to the same deal
Signatures handled in a separate tool
Signing happens inside the deal flow
Payment handled later in a separate flow
Buyer pays directly from the offer
No clear next step for anyone
Buyer and seller always know what happens next
Everything the close needs, in one place
A deal room pulls the moving parts of a close into one live space — for your team and your buyer.
Overview
Gives the buyer context: what this is, who it is from, and what they need to do
Offer
Keeps proposals, contracts, quotes, and invoices connected to the same deal
Activity
Shows everything that happened — opened, signed, paid, questions asked
Action plan
Shows the steps needed to move the deal forward
Q&A
Gives the buyer one place to ask questions or request changes
Notes
Gives the seller a private place to keep call notes, context, and follow-up reminders
Payments
Shows scheduled, paid, and remaining payments based on payment steps inside the offer
How it works
From offer to paid, without losing momentum
Keep every deal moving
Less friction for your buyer. More visibility and control for your team.
Every deal room shows you status, buyer activity, outstanding signatures, payments, and next steps at a glance. No digging through inboxes. No asking “where are we with this?” Just a clear view of every deal, all the time.
Most buyers have to piece together PDFs, email threads, DocuSign links, and payment requests before they can say yes. A deal room gives them one clear place to do everything — review the offer, ask questions, see what happens next, sign, and pay. Less friction means faster decisions.
Track every deal by live status. Spot what is moving, what is stuck, and what needs your next action.
Close deals, not browser tabs
