Recap of our custom demo meeting
IT Technology & Solutions
120K+ Projects75K+ Customers
Share Material
Not only the best way to share all material—but also track every view and download.
Prevent
Deals
from Stalling
with a shared workspace
...including tasks, timelines, forms, and automated reminders that run the sales process for you.
ROI calculator
See how much more you could close with Whitebook
500 000 €
Additional revenue*
+ 170 000 €
Plus all of the hours you save not chasing stalled deals
*According to the Gartner's research on revenue enablement, teams using deal rooms close 34% more deals.
Automate your sales process
A robust automation system that runs for every client, every project
Pre-due reminder
Notify the task owner
WHEN
2 days before the due date
Subject: Action required
Hello,
The following task of our mutual action planis approaching its deadline
Respond to the offer
Open
Best,
Our team
Your sales process, on autopilot.
The platform orchestrates the execution of whatever the process is designed to do.
No manual chasing, no missed steps.
Detailed analytics on all interactions
reveal hidden intent signals
Michael Chan, Head of Procurement | main concern: pricing
yesterday
Alex Lee, Procurement Director | main concern: integration process
today
Jane Doe, Head of Procurement
today
main interest : Integration process
- 16 minutes spent on the Integration page
- Downloaded the action plan
- Opened the link to the RACI matrix
Legal
- 2 minutes spent on the Legal page
- 30 seconds spent on the Pricing page
Pricing
Priya Raman, VP Operations | main concern: integration process
yesterday
Samir Patel, Head of Vendor Management | main concern: legal
today
Track every interaction your clients have with your materials: what they open, how long they spend, where they drop off, and what they complete.
Access the timeline of what attracts their attention.
Uncover if what they claim to be important is actually their main concern
Build once. Multiply infinitely.
Variables let you personalize every workspace from a single blueprint
Proposal for {{client}}
Welcome, {{client_contact}}
This is the shared space for the {{project_name}} project.
Proposal for Acme Corp
Welcome, Alice
This is the shared space for the Alpha project.
Proposal for Beta Inc
Welcome, Bob
This is the shared space for the Launch project.
Proposal for Gamma Ltd
Welcome, Carol
This is the shared space for the Renewal project.
One space to rule them all
Everything buyers and sellers need to evaluate, align, and close—in a single shared dealroom.
Next Steps
Find the agreed mutual action plan below.
Milestone complete!
New update by Jane
Get to know and evaluation
Commercials & signing
- Finalise infosec requirements
- Contract walkthroughBook meeting
Training and roll-out
Clear Plans
Milestones, tasks, and all stakeholders in one place—no login needed.
Subject: Action required
Hello,
The following task is approaching its deadline:
Respond to the offer
Sent 2 days before due date
Automated Reminders
Workflow rules nudge owners before deadlines—no manual chasing required.
Deal overview
47
Views
6/9
Tasks done
12
Days active
Central Visibility
Engagement, progress, and risk surfaced in one dashboard for every deal.
Your brand here
acme.dealroom.yourdomain.com
White Label
Your logo, colors, and domain—every dealroom looks and feels like yours.
AI assistant
Meeting notes from Tuesday call…
Generate action plan
- Review security questionnaire
- Schedule exec alignment
- Share updated proposal
Let AI Do the Work
Generate action plans, summarize meetings, and draft content in seconds.
The ROI of a Sales Success Workspace
Teams using a Sales Success Workspace consistently see:
Higher close rates on complex, high-consideration deals
Shorter late-stage sales cycles
Fewer deals that stall or go dark after proposal
Fewer last-minute objections or renegotiations
Cleaner handoffs from sales to delivery
Fewer post-sale surprises and escalations
This is not about selling faster at all costs.
It is about closing the right deals with certainty.
Addressing Common Questions
Is this just another CRM feature?
No. CRMs track activity and pipeline stages.
This platform governs buyer readiness and decision alignment.
Your CRM shows where a deal is—this shows whether it can close.
How is this different from a deal room or shared folder?
Deal rooms store content.
The Sales Success Workspace actively structures decisions, clarifies ownership, and surfaces blockers before deals stall.
Will buyers resist using another tool?
Buyers experience it as clarity, not software.
It reduces internal coordination, aligns stakeholders, and helps buyers justify decisions.
Does this add extra process for sales teams?
No. It replaces follow-ups, ambiguity, and guesswork with clear next steps and shared accountability—shortening late-stage sales cycles.
How is this different from proposal or contract software?
Proposal and contract tools execute agreements.
This platform ensures the deal is ready by aligning decisions before signatures are requested.
Fits Your Existing Stack
Your CRM
tracks the deal
Your proposal and contract tools
execute the transaction
The Sales Success Workspace
ensures the deal is ready to close
Nothing is replaced.
This operates at the decision layer, above execution tools.