Best Digital Sales Room Software - Page 4

How Many Digital Sales Room Software Products Does G2 Track?

Total Products under this Category: 86

Category Stats (Sep 2026)

  • Average Rating: 4.69/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Letter AI (+0.14%) - Among all products in this category, Letter AI recorded the largest rating increase compared to last month

Last updated: September 30, 2026

How Does G2 Rank Digital Sales Room Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 17,800+ Authentic Reviews
  • 86+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Digital Sales Room Software

G2 Grid® for Digital Sales Room Software plotting products by satisfaction and market presence

Highlighted products: trumpet, Aligned, GetAccept, Seismic Enablement Cloud, Accord, Showpad, DealHub AI, and RELAYTO AI.

Underlying data: [Grid® JSON](https://www.g2.com/categories/digital-sales-room/grids.json?focus%5B%5D=trumpet&focus%5B%5D=teamaligned&focus%5B%5D=getaccept&focus%5B%5D=seismic-enablement-cloud&focus%5B%5D=accord-accord&focus%5B%5D=showpad&focus%5B%5D=dealhub-ai&focus%5B%5D=relayto-ai)

Buyerstage

Buyerstage is more than just a digital sales room; it’s a comprehensive platform that simplifies and enhances every stage of your sales process. From the first contact to final onboarding, Buyerstage is your go-to tool for managing deals, fostering collaboration, and driving success. With Buyerstage, simplify the complex buying process to drive higher conversion rates. We empower SaaS GTM teams to develop and run a customer-friendly buying process in a unified, collaborative space. For Marketing: Gain deep insights into your collateral performance, including who is engaging with it, how long they interact, and how it’s shared or consumed, enabling you to optimize demand generation strategies and achieve superior results. For Sales: Centralize resources, communication, and buyer interactions in a single, easy-to-navigate platform, Buyerstage empowers sales professionals to collaborate seamlessly, personalize buyer experiences, and accelerate deal closures. For Customer Success: Bring all the stakeholders in a single collaborative space. Communicate in real-time and accelerate adoption with complete transparency and a stellar onboarding experience.

Average Rating: 4.8/5.0

Total Reviews: 6

How Do G2 Users Rate Buyerstage?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 10.0/10 (Category avg: 8.8/10)
  • Engagement Tracking: 9.2/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Buyerstage?

  • Seller: CONQUER
  • Year Founded: 2007
  • HQ Location: Reno, NV
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Do G2 Reviewers Say About Buyerstage?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless analytics and integration with Hubspot, enhancing lead management and organizational efficiency.
  • Users value the easy integrations with Hubspot, facilitating quick setup and effective lead management across teams.
  • Users commend the seamless integrations of Buyerstage, enhancing collaboration and lead management across teams swiftly.
  • Users value the efficient lead management capabilities of Buyerstage, enhancing collaboration and streamlining processes across teams.
  • Users value the sales optimization capabilities of Buyerstage, streamlining teamwork and driving leads efficiently.

What Are Recent G2 Reviews of Buyerstage?

DealLab

DealLab.io consolidates entire deals into one collaborative platform while gaining intelligence on "how" to advance deals and "what" to do to close them. Uncover red flags and deal risks and avoid countless hours spent on messy email threads and out of date files. Streamline communication to always have stakeholders aligned and accountable. Increase win rates and reduce time to revenue across sales teams with increased deal visibility, organizational best practices, well established next steps, and Mutual Action Plan templates.

Average Rating: 5.0/5.0

Total Reviews: 13

How Do G2 Users Rate DealLab?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 10.0/10 (Category avg: 8.8/10)
  • Engagement Tracking: 10.0/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind DealLab?

  • Seller: DealLab
  • Year Founded: 2022
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 62% Small, 31% Medium

What Are Recent G2 Reviews of DealLab?

envivo.io

envivo is a digital sales accelerator that allows enterprises to easily personalise offers to prospects and customers, creating an engaging environment between the buyer and seller. envivo helps you take opportunities from lead to deal, with everything in one place, all while integrating seamlessly with your existing CRM. Gain insights you never had before as to how, and when, your sales content is being consumed! You can even integrate your favourite digital signing technology to get documents signed, and add a scheduling solution to allow prospects to easily schedule a demo or meeting. envivo. from lead to deal. engaging. efficient. elegant.

Average Rating: 4.8/5.0

Total Reviews: 11

How Do G2 Users Rate envivo.io?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 9.2/10 (Category avg: 8.8/10)
  • Engagement Tracking: 9.2/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 8.8/10 (Category avg: 8.9/10)

Who Is the Company Behind envivo.io?

  • Seller: envivo.select GmbH
  • Year Founded: 2022
  • HQ Location: Markt Schwaben, DE
  • Twitter: @envivoselect
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 64% Small, 27% Medium

What Are Recent G2 Reviews of envivo.io?

What Are G2 Users Discussing About envivo.io?

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OnePgr

OnePgr is a complete meeting and collaboration platform, delivered as a single application, fundamentally changing the way sales, customer support, and other teams communicate. From conversations ranging from exchanging emails, scheduling meetings, meeting online, sharing documents, sending video messages, to analyzing recordings, OnePgr helps teams more effectively organize information and communication as well as gain behavioral insights to help improve sales cycle time, ticket & incident resolution time, project efficiency, among other performance metrics. More information at: https://onepgr.com

Average Rating: 4.4/5.0

Total Reviews: 10

How Do G2 Users Rate OnePgr?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 9.6/10 (Category avg: 8.8/10)
  • Engagement Tracking: 9.2/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind OnePgr?

  • Seller: OnePgr
  • HQ Location: San Francisco, Bay Area
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Do G2 Reviewers Say About OnePgr?

AI-generated summary from verified user reviews

Pros
  • Users love the real-time collaboration features of OnePgr, enhancing communication for sales and business initiatives.
  • Users love the efficient communication features of OnePgr, making meetings and collaborations seamless and easy.
  • Users find OnePgr incredibly helpful for seamless communication and efficient real-time collaboration during meetings and webinars.
  • Users praise the seamless video conferencing features of OnePgr, enhancing client communication and collaboration effortlessly.
  • Users value the efficient virtual meetings capabilities of OnePgr, enhancing client communication and collaboration seamlessly.
Cons
  • Users report connection issues, including poor video and audio quality, affecting their conferencing experience.
  • Users experience connectivity issues with poor video and audio quality affecting their conferencing experience.
  • Users frequently face video issues with poor connection and stability, affecting the overall conferencing experience.
  • Users report poor audio quality during video conferences, leading to frustrating communication difficulties.
  • Users experience call issues with OnePgr, citing poor connection and audio quality during video conferences.

What Are Recent G2 Reviews of OnePgr?

What Are G2 Users Discussing About OnePgr?

dealday

dealday transforms the way B2B SaaS vendors manage complex sales processes. By providing intelligent, personalized digital sales rooms, dealday aligns sales teams and buyers to accelerate sales cycles, increase win rates, and improve stakeholder engagement. Unlike other platforms, dealday enables you to set up a fully customized digital sales room in seconds, not hours, thanks to its innovative AI and automation features. Selling SaaS is more challenging than ever. B2B sales teams must first convince prospects their solution is the right one, while also navigating large buying committees, lengthy approval processes, and fragmented communication. dealday simplifies these complexities with innovative digital sales rooms, making even the most complicated deals easier to manage. With dealday, sales teams can: Set up digital sales rooms in seconds: Using AI-powered automation, dealday extracts key product details and stakeholder-specific value propositions, enabling sales teams to create personalized digital sales rooms instantly. This eliminates the hours of manual work typically required by other platforms. Centralize decision-critical materials: Each digital sales room serves as a client-facing collaboration hub that brings together presentations, videos, testimonials, and documents in one place. Stakeholders no longer need to sift through lengthy email chains to find relevant information. Track progress seamlessly: An automated deal timeline monitors every step, from the creation of the digital sales room to stakeholder approvals and meetings. This ensures complete transparency for both buyers and sellers, while allowing teams to take action when bottlenecks occur. Leverage Mutual Action Plans: dealday integrates Mutual Action Plans (MAPs) into its digital sales rooms to help sales teams and buyers align on clear next steps and responsibilities. These MAPs allow sales teams to follow their sales playbook—whether it’s MEDDIC or another methodology—ensuring every deal is qualified, structured, and executed efficiently. Companies using dealday report greater alignment with their customers and an enhanced ability to close deals faster. Whether it’s simplifying communication, aligning buying teams, or providing transparency throughout the process, dealday is the ultimate tool for SaaS vendors looking to navigate complex sales efficiently. Experience the future of sales with dealday. Learn more or try it at dealday.io.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate dealday?

  • Reporting and Dashboards: 7.8/10 (Category avg: 8.8/10)
  • Engagement Tracking: 8.3/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind dealday?

  • Seller: dealday
  • Year Founded: 2024
  • HQ Location: Hamburg, DE
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Do G2 Reviewers Say About dealday?

AI-generated summary from verified user reviews

Pros
  • Users value the CRM efficiency of dealday, allowing for rapid setup and streamlined sales management.
  • Users find the easy setup of dealday incredibly efficient, allowing for quick creation of digital sales rooms.
  • Users find dealday a significant time-saver, streamlining complex sales with quick setups and efficient management.
  • Users value the customizability of DealDay, enhancing brand identity and simplifying the room creation process.
  • Users love the dashboard customization in dealday, allowing quick setups and tailored views for better sales management.
Cons
  • Users find the limited reporting features of dealday insufficient for thorough analysis and insights.
  • Users feel the reporting capabilities are limited, suggesting a need for improvement in DealDay's features.
  • Users feel that the reporting capabilities are limited, hindering their ability to analyze data effectively.

What Are Recent G2 Reviews of dealday?

HummingDeck

HummingDeck is a document sharing and analytics platform with digital sales rooms for sales, HR, and agency teams. Share proposals, contracts, and case studies via tracked links - and see exactly who opened them, which pages they read, where they dropped off, and what they clicked. Features include per-page engagement analytics, drop-off analysis, click tracking, activity heatmaps, and real-time view notifications via email and Slack. Organize deal documents in branded rooms with mutual action plans and accept/decline workflows. Integrates with CRM and Slack. Supports PDF, PPTX, DOCX, and interactive HTML. Free plan available, paid plans from $10/month

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate HummingDeck?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)

Who Is the Company Behind HummingDeck?

  • Seller: HummingDeck
  • Year Founded: 2025
  • HQ Location: N/A
  • Twitter: @hummingdeck
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of HummingDeck?

ProteusEngage

ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. Teams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business with less friction. What Makes ProteusEngage Different - Secure, Centralized, Client-Facing Workspaces B2B relationships demand an always-on, secure, and intelligent environment where collaboration and communication never stop. - Guided Experiences with Intelliflowz™ Every workspace includes a built-in co-pilot. PeriAssist™ guides users—clients, prospects, and teams—through each step with in-context cues, prompts, and nudges to drive clarity and momentum. - XFactor Automation with the Power of PeriAssit™ Trigger tasks, send nudges, log updates, and sync systems—automatically. PeriIntelligence™ powers smarter, faster workflows with 6x automation coverage across your customer journey. - Mutual Plans and SmartChecklists - CLI - SubCLI (internal or external) Turn talk into traction. Build mutual action plans and step-by-step checklists that align stakeholders, define ownership, and show clear progress—especially during onboarding, implementation, and renewals. - Integrated Account Coaching and Continuous Optimization Every account gets smarter over time. ProteusEngage provides built-in account coaching tools and usage feedback loops that help teams continuously improve their processes and customer experience. - Modular, Repeatable Workflows Deploy plug-and-play modules for onboarding, QBRs, renewals, and more. Scale proven best practices across teams and clients using flexible, customizable templates. - Real-Time, Two-Way Collaboration Centralize all communication—share files, capture input, confirm milestones, and keep everyone aligned—without endless email threads or status updates. - Deep Integrations to Eliminate Tool Fatigue Connect seamlessly to Salesforce, HubSpot, Microsoft Dynamics, Outlook, Gmail, Zoom, Slack, Teams, and more. Open REST API support makes custom integrations effortless. - Full Journey Visibility Gain real-time insight into engagement, milestones, and ownership. Track the full customer lifecycle—from initial deal to renewal—with clear accountability and outcomes. - Compliance-Ready by Design Built for regulated industries, with secure workspaces, detailed audit trails, permission-based access, and full support for SOC 2, HIPAA, and beyond. Where ProteusEngage Excels ProteusEngage unifies the entire customer journey—from first engagement to long-term growth—delivering clarity, alignment, and measurable impact at every step. Enterprise Sales & Buyer Enablement – Create shared digital deal rooms with key documents, Mutual Action Plans (MAPs), and aligned expectations to accelerate complex B2B deals. Sales Hand-Offs – Automate and personalize client kickoffs, ensuring a seamless transition from sales to delivery without losing momentum. Customer Onboarding – Streamline onboarding with dynamic workflows that reduce Time to Value (TTV) and ensure operational excellence. Customer Success – Manage renewals, QBRs, surveys, and touchpoints inside a single, client-facing workspace built for clarity and collaboration. Account Growth – Accelerate cross-sell and upsell efforts with focused, measurable growth plans embedded directly into your workflow.

Average Rating: 4.7/5.0

Total Reviews: 13

How Do G2 Users Rate ProteusEngage?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)

Who Is the Company Behind ProteusEngage?

  • Seller: Proteus
  • Year Founded: 1997
  • HQ Location: Lincoln, NE
  • Twitter: @proteus
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 15% Medium

What Are Recent G2 Reviews of ProteusEngage?

What Are G2 Users Discussing About ProteusEngage?

Saleslion

Saleslion’s digital sales room enables B2B sales teams to increase their close rates through personalization and streamlined sales processes. Backed by powerful analytics and interactive sales tools, Saleslion is trusted by virtual sales and marketing teams around the globe to engage more customers and close more deals.

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate Saleslion?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 8.3/10 (Category avg: 8.8/10)
  • Engagement Tracking: 7.8/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Saleslion?

  • Seller: Insivia
  • Year Founded: 2002
  • HQ Location: Cleveland, OH
  • Twitter: @insivia
    1,699 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Large

What Do G2 Reviewers Say About Saleslion?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of Saleslion, streamlining sales processes and enhancing client interactions with AI-driven strategies.
  • Users find that Saleslion's efficiency improvement significantly simplifies sales processes, enhancing success with modern strategies and AI insights.
  • Users value the enhanced engagement from Saleslion, facilitating successful sales processes with modern strategies and AI.
  • Users value the sales optimization features of Saleslion, enhancing their efficiency and success with AI-driven strategies.

What Are Recent G2 Reviews of Saleslion?

Signalon

Signalon is a Digital Sales Room platform built for the full spectrum of B2B sales — from fast transactional deals to complex cycles involving multiple stakeholders, procurement teams, and legal sign-off. At its core, Signalon creates a shared workspace where sellers and buyers do everything in one place: exchange content, track engagement, manage proposals, collaborate on contracts, NDAs, and agreements, and move deals forward without the chaos of scattered emails and static attachments. For sales teams, Signalon is an execution engine. Reps get real-time signals on buyer behaviour so they act at the right moment, with the right content, in the right context. No more guessing. No more chasing. Just timely, relevant action that accelerates the deal. For marketing, Signalon is an intelligence layer. Built-in engagement analytics help teams test hypotheses, improve NPS, and understand what content actually moves buyers. Native integrations with Google Ads, Facebook, and analytics platforms let marketers retarget engaged buyers and nurture leads based on real deal-room behaviour — not assumptions. E-signatures are built in for every scenario — from a simple one-click sign-off to complex multi-party workflows with defined roles, signing orders, and legal compliance. The result is a single connected platform that supports the entire revenue lifecycle: from first touch through proposal, negotiation, close, onboarding, implementation, and ongoing customer success. Signalon helps revenue teams sell smarter, align faster, and win more — together. Try Signalon free at signalon.io

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Signalon?

  • Reporting and Dashboards: 10.0/10 (Category avg: 8.8/10)
  • Engagement Tracking: 10.0/10 (Category avg: 9.1/10)

Who Is the Company Behind Signalon?

  • Seller: Signalon
  • Year Founded: 2025
  • HQ Location: Barcelona, ES
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Signalon?

zeig

zeig is a B2B digital sales room platform that enables sales teams to create personalized content collections for prospects. Users can organize sales materials – such as videos, slides, PDFs, and links – into shareable folders with customizable tabs. Prospects can access shared content through public URLs without needing to create an account or log in. The platform includes: - A shared content library for teams to store and manage sales assets - Template system for quickly creating standardized folder structures - Workspace-based organization with role-based access (Admin, Member, Prospect) - Email integration for sharing folders directly with prospects - Salesforce integration for contact autocomplete when creating folders - Custom domain support for white-labeled sharing URLs - Analytics to track prospect engagement with shared content zeig is available in English and German.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate zeig?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.6/10)
  • Engagement Tracking: 10.0/10 (Category avg: 9.1/10)

Who Is the Company Behind zeig?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About zeig?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Zeig, appreciating its fast setup and seamless integration with Salesforce.
  • Users find Zeig's easy access invaluable, enabling seamless management and integration without the burden of seat pricing.
  • Users love the easy integrations with Zeig, making transitions smooth and enhancing productivity for all teams.
  • Users commend the efficiency of Zeig, highlighting its flexibility and speed in an uncomplicated manner.
  • Users praise the flexibility of Zeig, highlighting its speed and ease of use without any downsides.

What Are Recent G2 Reviews of zeig?

ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify

Average Rating: 4.5/5.0

Total Reviews: 198

How Do G2 Users Rate ClientPoint?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 8.3/10 (Category avg: 8.8/10)
  • Engagement Tracking: 9.2/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind ClientPoint?

  • Seller: ClientPoint
  • Year Founded: 2009
  • HQ Location: Carlsbad, CA
  • Twitter: @ClientPoint
    108 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®
  • Phone: -9234

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Executive
  • Top Industries: Facilities Services, Security and Investigations
  • Company Size: 34% Medium, 33% Large

What Do G2 Reviewers Say About ClientPoint?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insights and ease of use with ClientPoint, especially for complex sales processes and document sharing.
  • Users appreciate the effective client management features of ClientPoint, simplifying document sharing and tracking during complex sales.
  • Users appreciate the insightful tracking and organization capabilities of ClientPoint for enhancing the sales process.
  • Users value the ease of tracking and organizing documents with ClientPoint, enhancing efficiency in sales processes.
  • Users love the ease of use of ClientPoint, making it simple to manage and share documents effectively.
Cons
  • Users experience performance issues with slow page loads and long upload times affecting their overall experience.
  • Users experience saving issues with slow loading times, taking up to a minute to upload and save documents.
  • Users report frustratingly slow loading times, often waiting seconds to minutes for document uploads and saves.
  • Users find the slow performance of ClientPoint frustrating, as page loads and uploads take considerable time.
  • Users experience upload issues with ClientPoint, noting slow page loading and delays in saving documents.

What Are Recent G2 Reviews of ClientPoint?

What Are G2 Users Discussing About ClientPoint?

Projetly

Overview Projetly is an AI-native Digital Sales Room for B2B teams that need to close enterprise deals faster and eliminate the handoff gap between sales and onboarding. Unlike traditional DSRs that stop at closed-won, Projetly continues through implementation, preserving full deal context from first proposal to go-live. Built for VP Sales and CROs at B2B companies with complex sales cycles and 60+ day implementations. Digital Sales Room Projetly gives sales teams a dedicated AI-powered workspace for every deal, with real-time buyer engagement tracking, buying committee intelligence, and deal confidence scoring. Reps know exactly who is engaged, who has gone dark, and what to do next. Key capabilities: - Buyer engagement tracking with document, email, and meeting activity visibility - Buying committee map with persona confidence scores and risk flags - AI-powered Deal Copilot for next best action suggestions and deal Q&A - Shared workspace for proposals, documents, and collaborative tasks with buyers - Magic Link buyer portal with no login friction Sales-to-Onboarding Continuity When a deal closes, Projetly automatically transfers all deal context including documents, conversations, tasks, and buyer history into the onboarding project. No manual handoffs. No information gaps. No re-introductions. Key capabilities: - Automatic context transfer from deal room to onboarding project at closed-won - Structured onboarding workflows with milestones, task ownership, and health scoring - Client portal for real-time collaboration, document sharing, and progress transparency - AI meeting notes with automatic action item extraction - Proactive risk alerts and delivery health indicators Who Uses Projetly Mid and large enterprises with 100 to 5000 employees, $10M to $500M ARR, and sales teams managing enterprise deals with multi-stakeholder buying committees and complex post-sale implementations.

Average Rating: 4.8/5.0

Total Reviews: 13

How Do G2 Users Rate Projetly?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.6/10)
  • Reporting and Dashboards: 7.5/10 (Category avg: 8.8/10)
  • Engagement Tracking: 10.0/10 (Category avg: 9.1/10)

Who Is the Company Behind Projetly?

  • Seller: Projetly
  • Year Founded: 2024
  • HQ Location: New Castle, US
  • Twitter: @Projetly_AI
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 33% Small

What Do G2 Reviewers Say About Projetly?

AI-generated summary from verified user reviews

Pros
  • Users find Projetly's ease of use exceptional, allowing quick setup and smooth collaboration for sales and onboarding.
  • Users find Projetly's easy implementation beneficial, enabling quick startup and smooth onboarding experiences.
  • Users value the exceptional visibility Projetly provides, ensuring transparency and alignment during sales and onboarding processes.
  • Users appreciate the centralization of sales and onboarding in Projetly, ensuring clear ownership and seamless collaboration.
  • Users value the intuitive dashboard usability of Projetly, enhancing task tracking and customer collaboration seamlessly.
Cons
  • Users feel that the limited customization in Projetly restricts their ability to tailor workflows and analytics effectively.
  • Users find the integration issues of Projetly limiting, desiring more customization and deeper connections with other tools.
  • Users note a small learning curve when transitioning from spreadsheets and emails to using Projetly effectively.
  • Users feel that limited reporting restricts their ability to perform detailed analytics and customize workflows effectively.

What Are Recent G2 Reviews of Projetly?

DealCollab

DealCollab is a Digital Sales Room (DSR) platform that integrates directly with HubSpot. It allows B2B sales teams to create shared, branded workspaces where buyers and sellers can collaborate, track deal progress, and align on mutual action plans without needing buyer logins.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind DealCollab?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of DealCollab?

echofront sales automation

echofront sales automation is a cloud-based B2B sales automation platform that centers around personalized buyer portals called Sales Hubs and combines them with embedded AI assistants and a built-in no-code workflow engine. A Sales Hub is a branded, single-URL microsite created individually for each sales opportunity or customer account. It consolidates marketing collateral, pricing, proposals, contracts, security documentation, case studies, product videos, and other deal-related files together with a real-time chat window in one shareable link. Recipients can access all materials without registration while every interaction is tracked. The platform provides the following core capabilities: - automatic generation of fully branded Sales Hubs that contain all relevant documents and an integrated chat interface for each deal - deployment of AI-powered chat and voice agents directly inside the Sales Hub that answer buyer questions 24/7, request missing information, schedule meetings, handle standard objections and collect documents - voice agents are additionally used for automated re-engagement campaigns via phone or messaging channels when an opportunity has been inactive - real-time tracking of all buyer interactions including page views, scroll depth, time spent on sections, file downloads, messages, and stakeholder logins, with the data displayed in an analytics dashboard and used for predictive lead scoring and deal-health signals - bidirectional real-time synchronization with your CRM like Salesforce or HubSpot and other common CRM systems so that opportunity data, contacts, custom fields, and stage changes stay consistent across platforms without manual effort - a built-in no-code workflow and agent builder that enables authorized users to visually create, customize, and deploy additional automation sequences and specialized AI agents without programming knowledge or external developers. echofront sales automation is delivered as Software-as-a-Service (SaaS) with automatic updates, daily backups, globally distributed hosting, encrypted data transmission and storage, role-based access control, and support for single sign-on via Microsoft Azure AD. The solution is primarily used by revenue teams in technology, SaaS, manufacturing, consulting, financial services, and other sectors with complex, high-consideration B2B sales cycles.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate echofront sales automation?

  • Reporting and Dashboards: 10.0/10 (Category avg: 8.8/10)
  • Engagement Tracking: 10.0/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind echofront sales automation?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of echofront sales automation?

eyezon

eyezon is a live video shopping sandbox, which brings human interaction into modern shopping through personal on demand live streaming.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate eyezon?

  • Reporting and Dashboards: 6.7/10 (Category avg: 8.8/10)
  • Engagement Tracking: 6.7/10 (Category avg: 9.1/10)
  • Regulatory Compliance: 6.7/10 (Category avg: 8.9/10)

Who Is the Company Behind eyezon?

  • Seller: eyezon
  • Year Founded: 2020
  • HQ Location: San Jose, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Do G2 Reviewers Say About eyezon?

AI-generated summary from verified user reviews

Pros
  • Users love the personalized communication of eyezon, enhancing their online shopping experience through live interactions.
  • Users enjoy the personal interaction in eyezon's live chatting, enhancing their online shopping experience through real-time communication.
  • Users appreciate the personalized interaction of eyezon's live streaming, enhancing their online shopping experience with real conversations.
  • Users appreciate the personalized experience of eyezon's live video shopping, enhancing online purchases through direct engagement.
Cons
  • Users struggle with cross-selling product limitations during live streams, affecting their ability to make informed purchase decisions.
  • Users face streaming issues that hinder effective cross-selling and complicate purchase decisions during live streams.
  • Users experience visibility issues in cross-selling during live streams, impacting informed purchasing decisions without a unified platform.

What Are Recent G2 Reviews of eyezon?

What Are G2 Users Discussing About eyezon?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 3, 2024