Sales
Document Software

Know who opened, what they read, and when to follow up.

Know who opened, what they read, and when to follow up.

Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.

An inbox or CRM screen shows tracked links with detailed engagement insights, like opened, read, and follow-up triggers, for efficient sales outreach.
Sales
Document Software

Know who opened, what they read, and when to follow up.

Know who opened, what they read, and when to follow up.

Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.

Sales
Document Software

Know who opened, what they read, and when to follow up.

Know who opened, what they read, and when to follow up.

Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.
""

Build a single source of truth for sales content.

Short question goes here

Centralize decks, one-pagers, proposals, and battlecards in a governed library. Keep brand messaging consistent, ensure every rep sends the latest version, and insert links from Gmail, Outlook, or the CRM composer in one click.

Engagement you can act on now

Short question goes here

Real-time alerts

Get notified the moment a contact views or forwards a doc so you can reach out while interest peaks.

Page analytics

See which slides and sections hold attention to tailor your conversation.

Stakeholder mapping

Discover additional readers as links circulate across the account.

An inbox/CRM with a document link, showing real-time alerts for views and page-by-page engagement data for timely follow-ups.

Stay organized at scale

Short question goes here
  • Folders, filters, and search to find collateral fast.
  • Replace files without breaking existing links or analytics.
  • Lock brand-critical assets; allow localized variants where appropriate.
  • Auto-associate views to contacts, companies, and deals.
A clean UI showing organized folders, filters, and a search bar for finding files fast. It could also show assets with locked and localized variants.

Prove what works

Short question goes here

Correlate assets to stage progression and win rate across segments. Promote top performers, retire low-impact content, and benchmark engagement by persona and deal size to continuously improve close rates.

A dashboard showing reports of content performance, win rates, and engagement benchmarks across different segments.

Keep sharing secure

Short question goes here

Controls

Set link expirations and optional download restrictions.

Compliance

Access follows CRM permissions with audit trails on every view.

A secure sharing screen with options for link expiration, download restrictions, and an audit trail showing who viewed the content.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

Short question goes here

Grow your business better

Get started with the all-in-one platform that’s easy to use and fast to drive results.