# dealpad Reviews
**Vendor:** dealpad  
**Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 31
## About dealpad
dealpad is a Sales Platform used by B2B software sales teams to discover, access and engage their buying teams. The outcomes you can expect from using dealpad's software are an increase in win-rate, reduction in time wasted on deals that don't close, shorter sales cycles and ultimately, more deals closed and more sales people delivering quota.




## dealpad Reviews
  ### 1. Closed my biggest ever deal using Dealpad

**Rating:** 5.0/5.0 stars

**Reviewed by:** Claudia P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 05, 2023

**What do you like best about dealpad?**

My company started using Dealpad last fall for the enterprise pipeline and as a mid-market rep I wasn't using it. I was promoted to the enterprise team in May and straight away used it on a deal I inherited that had gone dark for months. 
I used Dealpad to create a space for my champion and they promptly added 2 other members of their team. I saw that they were coming back into the space regularly even though they weren't responding to my requests to meet.
I used the video messaging tool to record a message and this triggered Head of IT who I hadn't engaged with before to respond. Over the next few weeks they added 4 other people to the space and the deal momentum developed. Having visibility of the teams engagement was so helpful and I picked up on a topic the VP Engineering had been repeatedly reading. This led to a call and he became the deal sponsor.
Running the process inside Dealpad gave me a central place to consolidate our conversation and engagement plan.
Critically, the turning point in this deal was empowering my sponsor and his team to create their own action plan that I was privvy too. They listed out every step in their process using the Mutual Action Plan tool and added all of the people they needed to suppport. I literally sat back and watched on as they architected their entire process in front of me.

**What do you dislike about dealpad?**

Nothing so far, it seems obviously developed for reps with complex sales processes.

**What problems is dealpad solving and how is that benefiting you?**

Dealpad helped reactivate a prospect and provided all of the tools they needed to evaluate my software. For me, to meant I didn't have to chase or ask for anything and could easily access and communicate with stakeholders.

  ### 2. It's been a game changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anish S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about dealpad?**

The AI deal score is something I hadn't seen before and was one of the main reasons for us switching to Dealpad. Having AI to score our pipeline based on historical events and in-deal engagement data has been a game changer. Across the team, our forecasting has improved.

We're also seeing benefit from reducing the level of email communication we're having with buyers and consolidating it inside Dealpad. It's become easier to track conversations and has actually increased response rate from prospects.

Because it has been mentioned many times in these reviews, I will also add that the support we have received has been magnificent and unlike anything else we usually get from our software we use. A great example of how to support customers.

**What do you dislike about dealpad?**

No complaints Dealpad have delivered on all expectations

**What problems is dealpad solving and how is that benefiting you?**

We wanted a better process for working with our buyers. Before Dealpad we had little repeatable process. Dealpad has given our reps the tools to run a collaborative engagement in every deal which has definetely enhanced the experience we offer our buyers and helped us have more visibility and control.

The AI score has helped our forecasting and reduced the % of forecasted deals slipping.

  ### 3. Our buyers like it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Morgan W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 30, 2023

**What do you like best about dealpad?**

First off, we've only been using dealpad for around 10 weeks yet I have personally used it to close 3 deals already. One of these had been stuck for a while and the mutual action plan really helped re-engage my champion.
What I like best so far is how it helps me run a process together with my prospect and bringing it all into one place makes everyone's time easier. This has led to buyers teling me they were impressed by our process.

**What do you dislike about dealpad?**

Nothing so far, it's a very interesting tool that my prospects like and aren't used to seeing, so it helps me differentiate from my competitors.

**What problems is dealpad solving and how is that benefiting you?**

I work on the mid market team and my deals usually take 12-16 weeks to close with 5+ stakeholders I need to influence.
Dealpad has helped me personally reach more of the people I'm selling to and engage them in a collaborative way I wasn't able to do before.

  ### 4. Brilliant support and great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 03, 2023

**What do you like best about dealpad?**

Firstly, I'd like to call out the support we have had. It's been second to none and we've actually adopted elements of Dealpad's onboarding program into our own. The team generally are hugely responsive and deeply invested in our success and go above and beyond what I've experienced with any other support we've had in other softwares. This is how it's done guys!!

We love the product and the potential it has. It's taken a bit of time to get the team using it as a cadence and now they are, the results are impressive. 
What we can do now that we couldn't before is run a clearly defined process with our buyers that keeps my team in control yet gives the stakeholders we're working with a much nicer experience.
The software gets both parties engaged and everyone transparency on where the evaluation is at, so we know how the deal is pacing.
We REALLY like the new AI score that tells us the likelihood of the deal closing and what we should do to improve it. This is very slick.

**What do you dislike about dealpad?**

It's light on 3rd party integrations like Teams and Gong, this said I'm nit-picking here and it doesn't effect the main use cases we have for using the software.
No complaints from us.

**What problems is dealpad solving and how is that benefiting you?**

We started using Dealpad to give us a better process in front of our buyers. We'd established one of the recurring reasons we weren't winnng our mid-market deals was lack of access to the wider stakeholders that were making decisions without us being able to influence and made this a priority to fix.

  ### 5. Dealpad filled a critical gap in our sales process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marilee B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2023

**What do you like best about dealpad?**

Dealpad filled important gaps in our sales process by giving us a collaborative space to engage with buyers, and is reducing the shuffling of content via email. 

It gives us an objective way to measure the engagement (and thus the quality) of the potential buyers we are managing. Dealpad shows us what content pieces buyers are most interested in - so we can invest our limited marketing time in the right areas.  As a tool - it is truly "additive" to our CRM and overall sales process. 

Also, and equally important, the Dealpad team is amazingly dedicated to our success.  Honestly I've never experienced anything like this level of client support. It's proactive, not reactive, which really has helped move us a long the path of using a new process to engage / collaborate with our buyers.  And when we've asked for new features - they provide feedback quickly, and often have the new feature rolled out within a few weeks.  They provide great visibility to the overall roadmap also and just recently incorporated AI with a calculated quality score that I am super excited about using moving forward. 

Finally - their integration with Hubspot is stellar.

**What do you dislike about dealpad?**

Honestly there is nothing I dislike.  

The hardest thing will be simply training your sales people to stop emailing so much and point buyers to your Dealpad collaboration space instead. It's a new concept - and you do need to be sure you align your sales process to introduce the "collaboratoin space" concept early and often.

**What problems is dealpad solving and how is that benefiting you?**

1. Giving us visibility to the level of engagement of our buyer. Are they really serious?  If they are - you will see them engaging with content in the DealPad collaboration space. This helps ensure we spend our time wiht the right prospects.

2) Helping us understand the key elements that are going to drive their decision making.  Just knowing what content they are most often engaging with gives us important insights as to what might be the most important diffentiators for us which will help improve our win rates.

3) Improving Forecasting Accuracy by providing a Mutual Action Plan where the Account Executive and the Buyer can mutually agree to key steps in the buying process, and ensure we are managing to the BUYERS close date, not some guess on our part. 

4) Improved the quality of our content.  By putting content front and center, Dealpad has helped us realize we needed to improve the visual quality of our content, which is helping us communicate in a much more concise and targetted way. 

5) Uncovering "who else" in their organization is really involved in the buying process.  With Dealpad, Buyers can "invite" their own team members and internal stakeholders to the shared collaboration space. This information then is automatically added to HubSpot CRM.  I think this has been a big problem for us and its a primary reason why we want to stop emailing and start relying exclusively on Dealpad for sharing content with buyers.  This "automates" the capturing of key stakeholders that otherwise might remain hidden and become deal blockers later.

  ### 6. Powerful for B2B sales & fantastic customer support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brendan P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 09, 2023

**What do you like best about dealpad?**

This is literally the tool we didn't know we needed! As a company we were reviewing a number of softwares that could get us closer to our buyers. We liked Dealpad because we could bring our buying stakeholders into it and run a joint process with them. Just this capability has made a big difference. 

We've been using the feed as the primary way of communicating with buyers, which for us has replaced email and made the process much more efficient and easier to keep track of. 

The SalesMind deal score that sits in our CRM against each opportunity we work is very useful and guides our forecasting assumptions.

All in all a powerful tool for our mid-enterprise teams and our buyers.

**What do you dislike about dealpad?**

The entire experience from onboarding, training and support and how easy it is to use makes Dealpad a great partner. No complaints.

**What problems is dealpad solving and how is that benefiting you?**

Dealpad has helped our team align on a much more granular level with buyers and develop a real sense of partnership. Our approach has become less pushy and the buyer's experience has been enhanced as a result.
We didn't realize how inefficient using email to engage stakeholders was until we used Dealpad and by using the Dealpad tool to communicate with our buying teams it has been easier to engage them, given us visibility of all conversations and materials shared in a single feed and made it faster for all involved to jump in and out of deals.

  ### 7. Missing tool the sales team stack

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josie C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 02, 2023

**What do you like best about dealpad?**

The software has given the sales team a process to follow when interacting with buyers, which was lacking in our organization before Dealpad.
The capability to consolidate our buyer engagement in one place and bring our buyers into the process has had a positive impact.

**What do you dislike about dealpad?**

Nothing to note, our expectations have been met thus far.

**What problems is dealpad solving and how is that benefiting you?**

The sales team were losing too many deals due to not connecting with the wider buying team. As part of an initiative to focus on supporting our reps get access to the right folks in their deals, we invested in Dealpad and it's paid off.

  ### 8. We've nailed our sales process using DealPad

**Rating:** 5.0/5.0 stars

**Reviewed by:** Taylor M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 11, 2023

**What do you like best about dealpad?**

We now have a process that empowers us to go through the sales cycle with our buyer in a way we were not able to before using DealPad. We are complimented frequently by our buyers on how easy we make the process for them. Overall, this is the main thing we like most about Dealpad.

**What do you dislike about dealpad?**

It would be nice to have more integrations (we have lots of content in Sharepoint, for example) and a signatory tool which would help us consolidate siloed tools we use into one tool. If DealPad had this, along with our CRM and Gong it would be the only other tool our sales team would use.

**What problems is dealpad solving and how is that benefiting you?**

Dealpad has given us a clear, repeatable way of going through the sales process with our buyers. This has led us to be able to be more reactive to buyer asks and work more closely with them.

  ### 9. Helps speed up the selling process, great tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 02, 2023

**What do you like best about dealpad?**

I like that it serves as a centralized room to provide info and collaborate/communicate with prospects and clients.

**What do you dislike about dealpad?**

Nothing comes to mind. They are diligently improving the platform continuously.

**What problems is dealpad solving and how is that benefiting you?**

It helping to clearly convey best practices for clients and provide resources for buyers.

  ### 10. Key to discovering the buying team and their real intent

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rainer K. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 22, 2022

**What do you like best about dealpad?**

The only way to discover the real buying team behind a deal and how they view your deal is if they tell you. The collaborative nature of dealpad brings that crucial information to the forefront. You literally wake up to new people appearing around your deals and you learn about crucial views and behavior that will affect the closing of your deal.

**What do you dislike about dealpad?**

The UI is already very clear cut and useful as is. For larger teams to adopt dealpad more quickly some tutorial information (e.g. video tours) or tooltip information could be useful. We are still very new to dealpad and are running only the first handful of deals at the moment.

**What problems is dealpad solving and how is that benefiting you?**

We have found that in order to close larger IoT related SaaS deals we need on average 5 people on the buyer side to be part of a deal. If only 1-2 people are participating we usually look at pilots. Likewise, large groups of people tend to kill deals as well. Finding these crucial people that get real deals to close in weeks (instead of a year) is very hard. We are now finding that dealpad not only allows us to discover people. The collaboration also shows the true intent and collaboration accelerates closing. Most importantly: It gives you an opportunity to cut losses early and keep average CAC in check.

  ### 11. The Dealpad platform is outstanding for getting software sales done

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dieter K. | SVP Mid-market sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 08, 2022

**What do you like best about dealpad?**

Using Dealpad we are able to quickly determine which deals have buying intent and which don't. The time we've saved is now used to focus on the opportunities we have a strong chance to win. Our win rate has increased by around 12% so fare which has helped deliver team quotas over the last 3 quarters.

The interface is easy to use and the tool itself takes away tons of strain from the sales team.

**What do you dislike about dealpad?**

Nothing we dislike. The product team have been highly responsive to a few suggestions we've made, which is appreciated.

**What problems is dealpad solving and how is that benefiting you?**

We were losing too many deals and wasting hours in deals where we didn't have access to the right stakeholders. Dealpad has helped considerably with focus and showing us what deals to work on and which to exit early.

  ### 12. Paid back annual cost in 7 weeks!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patrick S. | Vice President, Enterprise Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 10, 2022

**What do you like best about dealpad?**

We've only been using Dealpad for 10 weeks or so and therefore this may be too soon to provide a proper review, yet I can tell you we already had our annual subscription fee repaid twice over by closing a large ARR deal that had been stuck at the same stage in our pipeline for 230 days (our average deal closes in < 100 days). We can attribute this back to Dealpad for 2 reasons -
1. Dealpad helped us think differently on how our buying team viewed our solution. It became clear we didn't know how the stakeholders influencing the deal thought about us and a few were not fans. With this intel we highlighted the stakeholders we needed to positively influence and spent much more time with them
2. The mutual action plan Dealpad has is fantastic and helped us and our buyers detail the process and agree key dates to get tasks signed off. This level of commitment from our buyer was missing prior to using Dealpad

**What do you dislike about dealpad?**

1. We like being able to pull content in from GDocs yet they don't update in Dealpad when changes are made and this is cumbersome as we have to go back in and reupload the content again
2. The way 'hubs' are built isn't intuitive and creates more work for us than it needs to

 (I have fed back directly to your team on how this can be improved)

**What problems is dealpad solving and how is that benefiting you?**

1. Visibility into how stakeholders think about our company and solution. This benefits us by knowing who to spend more time with and positively influence
2. Deeper interaction with our buying teams and a nice way to make it easy for them to evaluate us. This benefits us in a few ways, mainly we have access to more stakeholders and can see when they engage + sharing materials is very easy
3. Getting commitment from our buyers and building mutual plans that lock in agreement on all critical tasks and milestones. This benefits us because we have more confidence deals are progressing on time and the buyer is as committed to closing as we are

  ### 13. Mutual Action Plans

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathrin W. | Chief Sales Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 20, 2022

**What do you like best about dealpad?**

We started using Dealpad a year ago to add structure and consistency to our global sales process in relation to how our AE's were closing and wanted a close plan tool. 
We have trialled one vendor previously and saw good results but couldn't get along with the tool itself. Dealpad was instantly well received by our sales team for its ease of use and very clean interface.
The functional aspect of Dealpad's mutual action plan tool is very good and the best we have seen/used.

**What do you dislike about dealpad?**

Nothing negative to comment. A quicker/cheaper SFDC integration would have been nice as it was imperative for us to have Dealpad baked into our existing workflow.

**What problems is dealpad solving and how is that benefiting you?**

We have become more consistent in our process across our sales team with every sales person working in the same way. 
Adding mutual action plans has clearly increased the number of opportunities we close and improved the way in which we now forecast.

  ### 14. Great for getting value from Highspot

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kimberley M. | Senior Sales Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 08, 2022

**What do you like best about dealpad?**

Our marketing team made an investment into Highspot 18 months ago and we couldn't find the ROI. DealPad helped us extract the value by getting our sales team's buyers into the content we'd created. Such a powerful tool for having access to the right people and being able to monitor how they're interacting during the sales process.

**What do you dislike about dealpad?**

Nothing negative to add. Looking forward to DealPad adding more integrations into the tools we use because the Highspot integration made such a difference.

**What problems is dealpad solving and how is that benefiting you?**

It has helped us see the value from larger sales-tool investments and is loved by the sales team because it's made their job easier in navigating through the buying team.

  ### 15. Nice job!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sebastian G. | Sales Development Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 13, 2022

**What do you like best about dealpad?**

Since I used Dealpad I've had 20+ 'nice job' emails from my prospects who appreciate the buying rooms I shared with them before our calls. Honestly, it is very surprising just with this capability how prospects respond in a good way.
It is awesome initiative to offer up all of my company materials so my prospect can evaluate the proposition early. My prospects come to the call with intent and are higher impact, which cuts through the 'what we do' conversation. I am bringing 2-3x more meetings into the AE than I had before.

**What do you dislike about dealpad?**

My company has not paid for integration in salesforce so I need to work inside Dealpad for my work. Would be better if I could just be in salesforce. Now I spend more time in Dealpad than salesforce.

**What problems is dealpad solving and how is that benefiting you?**

I think it solves many problems in our company. For me, it has improve how I engage prospects and warms up leads before a call. What this actually means? More sales meetings for me become opportunities for the AE.

  ### 16. DealPad is great- easy to use and strong ROI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dylan M. | Sales Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2022

**What do you like best about dealpad?**

We have paid for 3 years of our annual subscription fee within our first 12 weeks of using DealPad. We measured this by comparing how many sales meetings we booked before and since we started using DealPad & how many of those meetings we managed to close. The software without doubt has supported us closing more deals.

**What do you dislike about dealpad?**

There isn't much onboarding material, but it's so simple to get round that we didn't really have much hassle finding our feet. At the end of the day, DealPad is a relatively new company and the support we have had from their team has been very good. 
I'd like more/different ways of reporting as it's fairly basic now.

**What problems is dealpad solving and how is that benefiting you?**

We were looking at mutual action plan tools to help manage our closing process better. We liked DealPad because the mutual action plan feature was very nice and we were impressed by the other features it offers to support getting deals closed. 
It's early days, we started using DealPad in April 2022, but we've already had 3x payback on our annual investment as a result of the deals we've attributed to the tool helping us close.

  ### 17. DealPad is the trump card

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marius C. | Director Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2023

**What do you like best about dealpad?**

Stakeholder analytics + intelligent platform + content sharing + identifying stakeholders we didn't know existed = trump card in our sales stack

**What do you dislike about dealpad?**

Wish we had found this earlier. Still could be cheaper lol

**What problems is dealpad solving and how is that benefiting you?**

Has reduce the time we spend in sales calls that go nowhere + gives visibility on what people we need to influence in a deal are doing + gives a more comprehensive way of forecasting revenue

  ### 18. Real game changer for getting deals won

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jasmine R. | S, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2022

**What do you like best about dealpad?**

Being able to personalize the buying experience for each prospect has significantly improved our win rate. We're also seeing the benefit of using mutual action plans in our sales process.

**What do you dislike about dealpad?**

The company are young and don't have an academy or too much training resource but the team are wonderful and have gone the extra mile to support us, so absolutely no compalints. It's fun being on the journey with them.

**What problems is dealpad solving and how is that benefiting you?**

Our main motivation for working with dealpad was to add more structure to our sales process. We had used close plans to some degree and wanted to implement a more formal, scalable solution through our team. Dealpad has helped in all the ways we'd hoped and mutual action plans are now an integral cog in our sales engine.
What we didn't plan for was the impact the software has made in our overall ability to close deals. It's given us the tools to deeply engage with prospective clients and has helped us stand out from a crowded market.

  ### 19. Hands down the best software purchase we've made

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andreas P. | A, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about dealpad?**

Hard to know where to start!
1. Simple and clean interface that's super easy to navigate around and use
2. Content library helps us upload content and re-use at speed
3. Open and private rooms enable different teams to use the tool for separate use cases - cold prospecting and collaborating with engaged buying teams are just two ways we use it
4. The mutual action plan feature is the best we have used, bar none
5. We LOVE the stakeholder mapping feature. It's simple but super effective in showing us who reports to who, level of influence + the stakeholder's view of our solution
6. The data we see in the dashboard shows us what's working and who's engaging, which helps with optimising our engagements
7. Being able to create personalised experiences has 100% helped us win deals we would have had to fight much harder for previously
8. Great, responsive team!

**What do you dislike about dealpad?**

Nit-picking here;
1. Integrations into more of our sales stack
2. More granular analysis into document engagement
3. Signatory function so we can ditch two other solutions and just use DealPad end-to-end

**What problems is dealpad solving and how is that benefiting you?**

1. We're sitting tons more sales meetings = bigger pipeline
2. We're able to access & engage prospects through the sales process much more frequently
3. We're closing 30% more of our pipeline (mutual action plan is the difference here)
4. We have a central repository of content in the same place as our buyers, so zero heavy lifting to share content needed
5. We're forecasting more accurately because we have buyer alignment on every deal and know when deals will close

  ### 20. DealPad has been a game changer for getting deals done

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abak E. | VP Revenue Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2022

**What do you like best about dealpad?**

The platform does what it's meant to do so well - get more deals closed. 
We're using Dealpad in several teams and it's delivering value to SDR's and both our mid-market and enterprise teams. 
Other DSR's we piloted required a lot of heavy lifting on our sales side and we needed to have lots of content which put a strain on our internal teams. With Dealpad we can upload and store existing content from our own repository and add to rooms as they're created, which removes all of the lifting.

The interface is clean and very simple to use.

**What do you dislike about dealpad?**

They don't have a native SalesForce integration, but have customized one for us, although it wasn't cheap.

**What problems is dealpad solving and how is that benefiting you?**

We were looking to address two challenges at either end of our sales motion;
1. Increase sales meetings from prospecting
2. Get a tighter grip on deal health and what's needed to close

We have seen significant improvement in both of the above areas.

Our conversions from prospecting-to-sales-meeting have increased considerably by having sales hubs to direct our prospects to. It has also made a noticeable difference in shortening our sales cycle.
The stakeholder mapping and action plans are features the enterprise team use regularly and we've seen the team use the mutual action plans in some interesting ways to get closer to their deals.

  ### 21. Best Mutual Action Plan we have used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Loith S. | Enterprise Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 08, 2022

**What do you like best about dealpad?**

We have used several mutual action plans and DealPad's is far and away the best product we've used.
The collaborative nature of the software means we're discovering influencers as we move through the process with our prospects which has removed much of the hard work for our sales team.

**What do you dislike about dealpad?**

Nothing is add here. It's a very well developed solution.

**What problems is dealpad solving and how is that benefiting you?**

We sell up into the enterprise and DealPad has helped access and track our buying team. It's reduced our sales cycle by weeks on large, complex deals.

  ### 22. Exponentially improved our closed-won rate!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob F. | VP Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2022

**What do you like best about dealpad?**

Three things my team loves most about DealPad. 
1. First and foremost, it's helped our AE's get closer to quota and for us to become a lot more predictable. Any sales leader will tell you that sales people dislike admin and using new tools. It was a struggle to get full adoption across our 25+ AE's initially but that changed when it became obvious the platform could make the difference in them hitting quotas. 

2.As a sales leader, it's helped me understand where deals are *actually* at and has removed the dependency on relying on AE's and their intuition.

3. Our deal reviews have become super focused and insightful. The team uses DealPad to conduct their deal reviews and it has led to much closer deal inspection.

**What do you dislike about dealpad?**

Genuinely, nothing. The experience from initial evaluation of the product to onboarding and ensuring the team are getting the most out of the solution is first class.
The company are quite young and pay a lot of attention to customer success. I hope they can maintain this level of support as they grow.

**What problems is dealpad solving and how is that benefiting you?**

The main challenge we had was inability to forecast properly due to not getting deals closed when we expected them to. DealPad has helped us better understand how buyers evaluate us as a vendor and we've got much closer to our deals as a result. We found our CRM and forecasting tool just wasn't able to factor in what was really happening in a deal.

  ### 23. Every sales team needs DealPad!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sophie C. | Sales Development, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 29, 2022

**What do you like best about dealpad?**

Easy to use and amazingly effective. 
We had a team of 2 people just building org charts and mapping stakeholders before Dealpad. For this small team alone Dealpad has been a revelation!
The mutual action plan tool is so advanced compared to what we were using before. One particular feature our prospects like is being able to collaborate on the action plan together.
Dealpad has certainly improved how we interact with our prospects!

**What do you dislike about dealpad?**

Weak analytics - could certainly do more here to help us become more data driven.

**What problems is dealpad solving and how is that benefiting you?**

It has saved us countless time building out stakeholder relationships and enabled us to deploy sales support resources on other priorities.
We have become much more organised and methodical in our closing approach.

  ### 24. Slick tool for sales pros

**Rating:** 5.0/5.0 stars

**Reviewed by:** Suley M. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about dealpad?**

I'm an Account Executive and it's helped me convert opportunities into sales by having the stakeholders I'm selling to and all of the material they ask for in one place. The action plan is a cool feature I use a lot too.

**What do you dislike about dealpad?**

Nothing's perfect. Maybe some more data points so I can optimize what I show my prospects, but I'm sure they'll get to this.

**What problems is dealpad solving and how is that benefiting you?**

It helps me get closer to the deals I'm working on and walk the prospect through their own process better. It's amazing how many people purchasing software have no clue what their own process is and this tool helps them as well as me, which makes my life a lot easier :)

  ### 25. Close more customer deals conveniently

**Rating:** 4.5/5.0 stars

**Reviewed by:** Emily K. | Sales Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** September 30, 2022

**What do you like best about dealpad?**

The software provides insights that enable sales and marketing team to plan and strategize for set objectives. It easily integrates with social media marketing platforms to build more customer prospects. We have increased our sales from 40% to 70% for the first year since we deployed dealpad to the company.

**What do you dislike about dealpad?**

I have not experienced downtime performance since we deployed it. All the set marketing features operate effectively.

**What problems is dealpad solving and how is that benefiting you?**

We have been able to build strong relationship with our customers and bring them close to our business. Customer satisfaction has been one of the main goals and it has been achieved with various engagement platforms that we have created. We have improved our forecasting plans from the data analytics we get from various customer trade affairs.

  ### 26. Great tool that's improved our sales success massively

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sam E. | C, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2022

**What do you like best about dealpad?**

The platform is very intuitive and easy to navigate. We started using the software to help our AE's win more enterprise deals and it has lived up to expectations. We have built a 3 stage process using dealPad that has proven very effective. For sure our sales success has become more consistent since adopting dealPad software.
Using dealPad has almost forced us to be more detail-oriented in the buying evaluation phase and as a team we are better for it.

**What do you dislike about dealpad?**

Literally nothing to dislike. We were one of the early customers and appreciated the feature-set would be fairly light. The company have made some nice improvements since we signed up and we wouldn't do without it in our sales stack now.

**What problems is dealpad solving and how is that benefiting you?**

As a company we put a great deal of emphasis on moving from mid-market to enterprise and realised we needed to add more structure and rigour to our enterprise motion. dealPad has become one of our most critical tools as it helps us through complex buying processes. 
The main benefit for us is we now use best-practice to manage our enterprise sales process and it's helped us become vendor of choice on many RFP's.

  ### 27. Dealpad is a business-critical tool in our sales stack

**Rating:** 5.0/5.0 stars

**Reviewed by:** Markus C. | Head of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 04, 2022

**What do you like best about dealpad?**

It's a very easy-to-use platform, intuitive and setting up 30+ of our team was quick and no hassle.
The area we use most is the buying process and mutual action plans. It's massively helped us detail the tasks to be done on both our side and the prospect's in order to get the deal signed.

**What do you dislike about dealpad?**

Nothing obvious to be honest. If I really had to be critical I'd say they could have more training documentation, although the initial onboarding and training was excellent.

**What problems is dealpad solving and how is that benefiting you?**

Our sales team sell into large corporations with no real compelling event driving urgency to work with us. Dealpad has given our sales people the tools to mitigate not having urgency on our prospect's side, which has resulted in closing more deals.
Before Dealpad we were experimenting with close plans, but they didn't really work well for us as there wasn't a proper framework and the prospect didn't see it. Dealpad has helped our sales people understand the buying process well and the mutual action plan feature is a massive level up from the close plan we were using. 
We've now built our sales process around Dealpad.

  ### 28. Easy-to-use product that's made a huge difference to our closed-won success rate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam W. | VP Sales

**Reviewed Date:** July 02, 2022

**What do you like best about dealpad?**

dealpad has enabled us to establish our sales process at Churnly, which is largely based around MEDDIC. It complements our CRM by adding a layer of insight and detail that was missing. 
I'd say the two main benefits we have seen are an uplift in our closed-won conversions and improved forecasting accuracy.

**What do you dislike about dealpad?**

Nothing with the product itself. Our only slight pain was customising the integration into our existing workflow. Their standard CRM connection is light and we had to spend a few weeks (and money) getting it right.

**What problems is dealpad solving and how is that benefiting you?**

We started using the product because we were seeing lots of our deals missing their close dates and we wanted to try and have better control.
It's 100% improved our closed-won success rate and in doing so we are now able to predict/forecast what revenue we are going to close in any given month.

Another plus that we hadn't expected is that it has really improved the buying experience. We have had great feedback from our prospects that our 'way of selling' is refreshing.

  ### 29. 10/10

**Rating:** 5.0/5.0 stars

**Reviewed by:** David S. | Sales Development Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about dealpad?**

Team have been responsive to our requirements, ensuring the tool is configured for some specific use-cases.
It's made a significant impact on our ability to progress deals that we'd previously have struggled on by applying more focus to our sales process

**What do you dislike about dealpad?**

I can't find anything the team don't like, so far

**What problems is dealpad solving and how is that benefiting you?**

The features are nice but it's the sales enablement piece that we like the most. It's like using a chainsaw to cut rope compared to the kitchen knife we used previously. Made everything easier and quicker.

  ### 30. Amazing tool for sales execution

**Rating:** 5.0/5.0 stars

**Reviewed by:** A W. | H, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2022

**What do you like best about dealpad?**

Ease of use and the data we can see in the app is awesome. It's taken our efforts to engage prospects through the sales process to a new level.

**What do you dislike about dealpad?**

I would like to be able to use DealPad end to end but it's missing signatory. Not a biggie but would definitely help!

**What problems is dealpad solving and how is that benefiting you?**

It's deepened our efforts to get closer to, and engage more, with our buying teams. It's also helped me personally forecast better as I have a much better visibility of what needs to get done to progress.

  ### 31. An efficient and seamless addition to our CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2022

**What do you like best about dealpad?**

Integrated our sales team into dealpad alongside our current CRM, Hubspot. Fantastic supplement to our sales motion and has allowed our AE's to hit targets and add actionable details to the deals we have throughout our pipeline. 
Initially thought there may be an overlap in capabilities and data input between Hubspot & dealpad, however it's highlighted areas we were unaware of, and areas we were falling short on, when trying to close a large enterprise sale.

**What do you dislike about dealpad?**

Not much to mention here. We had a few UI discrepancies  (based on personal preference)  we wanted to change for ease of use initially. But was quickly and effectively changed by the team to suit our needs - no complaints.

**What problems is dealpad solving and how is that benefiting you?**

Adding cadence and detail to our sales motion and to our pipeline, where hubspot doesn't. 
All increasing average value of deals and volume of deals closed.



- [View dealpad pricing details and edition comparison](https://www.g2.com/products/dealpad/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+06%3A08%3A22+-0500&secure%5Bsession_id%5D=43ca9a91-e6dd-46cf-b82b-8dc328bfda75&secure%5Btoken%5D=1ac7818e51b1bde814c115b8ba004409a0a8ac44cf179489d75105e84dd49217&format=llm_user)

## dealpad Features
**Sales Team**
- Flexible Sales Process
- Training Mode
- Playbooks

**Deal Analytics**
- Engagement Tracking
- Reporting and Dashboards
- Proposal Effectiveness Reporting

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Storage

**Intelligence**
- Opportunity Identification
- Smart Content

**Administration and Security**
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization

**Mapping**
- Multiple Org Charts
- Stakeholder Roles

**Platform**
- E-Signature
- Proposals
- CPQ
- Video Proposals
- Content Sharing
- Content Management
- Video Conferencing
- Chat

**Integrations**
- CRM Integration
- Internal Messaging Systems Integration
- Video Conferencing Integration

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Digital Sales Room**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights

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