Sales
Document Tracking

Monitor when prospects open, view, and share your sales documents

Build a unified library of trackable sales content, share it from Gmail or Outlook, and get real-time notifications when contacts engage so you can follow up at the right moment.
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A dashboard showing real-time notifications of sales document engagement (opens, views, shares) with an integrated email inbox.

Close more deals with trackable documents

Stop guessing which content works. Use document tracking to see engagement, learn what moves deals forward, and enable reps to respond while interest is high.

Get notified when prospects open documents so you can follow up

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  • Know the moment a contact opens or shares a document.
  • Send relevant, timely follow-ups based on actual engagement.
  • Prioritize hot leads and optimize your sales content.
A dashboard showing real-time notifications of document opens and shares, with a unified library of sales content.

Create a shared library of sales content

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  • Centralize the latest decks, one-pagers, and proposals for the whole team.
  • Ensure everyone shares the most up-to-date versions.
  • Insert documents from a dropdown directly in your Gmail or Outlook compose window.
A clean UI showing a centralized library of sales content (decks, one-pagers, proposals) with easy access and a dropdown for quick insertion into emails.

Identify documents that close deals

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See what drives conversion

Track how prospects engage with documents to learn what moves them toward a decision.

Understand team usage

Learn which assets reps use most and how they perform across stages.

Improve the process

Surface top-performing documents and refine underperformers to lift win rates.

A dashboard showing document engagement, conversion rates, and asset performance to identify top-performing sales content.

Share from Gmail, Google Workspace, Outlook, and Office 365 from your inbox

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  • Send trackable links without leaving your email client.
  • Keep activity tied to contacts and deals in your CRM.
  • Standardize sharing so every send is measurable.
An email inbox showing a "Send trackable link" option, seamlessly integrating sharing and CRM activity within the email client.

Have a question for our sales team?

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

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Frequently asked questions

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