# Stageset Reviews **Vendor:** Stageset.io **Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room) **Average Rating:** 4.7/5.0 **Total Reviews:** 13 ## About Stageset With Stageset, B2B Sales teams win more deals faster. By sharing everything their buyer need on one Stageset deal page, B2B sellers: - Reduce mails and meetings required to close a deal by half. - Empower their lead buyer to convince their team to buy their product - Get real-time engagement feedback of their buyers Get started to today with the free plan or book your meeting on stageset.io. ## Stageset Pros & Cons **What users like:** - Users value the **ease of use** of Stageset, enabling quick setup and efficient presentation creation. (10 reviews) - Users appreciate the **high content quality** of Stageset, enabling effective presentations with diverse media integration. (4 reviews) - Users commend the **responsive customer support** of Stageset, appreciating their friendly and quick assistance when needed. (3 reviews) - Users value the **easy-to-update templates** in Stageset, enhancing brand consistency and streamlining proposal preparation. (3 reviews) - Users value the **in-depth analytics** of Stageset, enhancing visibility into buyer interactions and improving productivity. (2 reviews) - Customizability (2 reviews) - Users value the **sophisticated presentation capabilities** of Stageset, making proposals smooth and impressive. (2 reviews) - Product Development (2 reviews) - Time-saving (2 reviews) - Customer Success (1 reviews) **What users dislike:** - Users note a **lack of integrations** with popular apps, limiting the overall functionality and user experience of Stageset. (4 reviews) - Users find **admin issues** frustrating, as manual updates for each room are required in Stageset. (1 reviews) - Users note that Stageset lacks **full CRM functionality and CSV download options** , limiting effective contact management. (1 reviews) - Users experience **delays** with Stageset's email functionality, causing challenges in inviting clients to their rooms effectively. (1 reviews) - Users find **email reliability issues** with Stageset hinder client invitations and professional presentation for their business. (1 reviews) - Users find a **steep learning curve** with Stageset, needing time to grasp its complex integration features and functionality. (1 reviews) - Limited Features (1 reviews) - Link Issues (1 reviews) - Steep Learning Curve (1 reviews) - Time Management (1 reviews) ## Stageset Reviews ### 1. Promising software **Rating:** 4.0/5.0 stars **Reviewed by:** Charlie O. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2023 **What do you like best about Stageset?** As a solo entrepreneur, I want to "wow" current clients with a dedicated space for our most important information and work so we don't have to hunt it down via our long email threads; items like copies of invoices, contracts, previous work, and key links. I'm also considering using it with potential clients, too. Overall, I think the software has a lot of potential. They are still working out some bugs, but the roadmap is promising, and there is enough functionality that I feel comfortable using it with my clients. I haven't used customer support too much, but they've been quick to reply and come off friendly. There is a lot of potential, and I appreciate how easy it is to update templates so there is brand consistency and so I don't have to duplicate work manually. **What do you dislike about Stageset?** Currently, emails are not reliable if you want to have Stageset directly email clients to invite them to their "room." There are interesting ways to increase security of the information so only the right people have access, like white listing the domain of the emails that would have access. I'm also waiting to get access to CNAME so links can be white label. While it isn't a big deal if my clients know that I'm using this software, I'm a small business seeking to look professional and stand out. I'd like to have a dedicated place where clients can log in whenever they need access to their "room." **What problems is Stageset solving and how is that benefiting you?** As a solo entrepreneur, I want to "wow" current clients with a dedicated space for our most important information and work so we don't have to hunt it down via our long email threads; items like copies of invoices, contracts, previous work, and key links. I'm also considering using it with potential clients, too. Overall, I think the software has a lot of potential. They are still working out some bugs, but the roadmap is promising, and there is enough functionality that I feel comfortable using it with my clients. I haven't used customer support too much, but they've been quick to reply and come off friendly. There is a lot of potential, and I appreciate how easy it is to update templates so there is brand consistency and so I don't have to duplicate work manually. ### 2. Very useful tool for the right situation **Rating:** 5.0/5.0 stars **Reviewed by:** Stuart G. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Stageset?** Stageset puts everything I need for proposals into one spot so it can make for really smooth proposals and also be really impressive. It's pretty easy to understand and use too, both for the client and for the person putting the proposal together. **What do you dislike about Stageset?** I would love to see more modules and settings get added in the future, especially an option to embed with an embed code rather than just an iframe. Also, I think it would be nice to have the option to create, export, or store the proposal as a PDF. This would be useful for those older clients who may not be as tech-savvy and prefer a classic proposal, but it's really a great tool to have in my pocket, and I think with the right client it can make a major difference. **What problems is Stageset solving and how is that benefiting you?** Stageset solves the problem of proposals not being interactive. Basically it makes it so that you can send someone a pitchdeck or project proposal with things like next steps, contact info, etc built right in. ### 3. A game changer for our company and our sales team **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Stageset?** I love the possibility that Stageset gives us to concentrate all the relevant information in one place and show it to our clients. You can upload text, images, video, files, and many more things, which makes Stageset not only useful for sales presentations but for other purposes in my case. We are also using it for onboarding our students, and it has brought us fantastic results. I even believe it could be used for knowledge bases and other things, although I know that's not its main purpose. It is one of my best software purchases, and I am happy to have found it. **What do you dislike about Stageset?** I actually like everything they offer... **What problems is Stageset solving and how is that benefiting you?** It allows me to concentrate all the info in one place, rather than having to send multiple files. ### 4. Stageset- A Game-Changer for Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Nestor🚀 M. | Chief Customer Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Stageset?** Stageset is a platfrom that creates a "deal room" for clients where you can have all client facging documents, files, videos, etc all in one place and tracks client engagement. Super useful and the aesthetics are off the chart good! **What do you dislike about Stageset?** This isnot a full CRM and you cannot download CSV files if you wanted to import contacts but I would imagine this may be on their roadmap. I would love to see integrations with ChatGPT(or any AI) and more integrations with ohter CRMs such as Go High Level and VBOUT. **What problems is Stageset solving and how is that benefiting you?** Stageset solves the age-old dilmema for Sales Teams of sending email, correspondence and other files, deliverables, action items and centralizes all of this in a beautiful platform that a customer can visit at any time. It tracks their engegement, letting you know when and how much time your prospect has spent in the room, what they viewed, etc. You can embed all types of files, youtube videos, media, Looms, Presentations and so much more. My new go-to secret weapon! ### 5. Upgrade your Proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Stageset?** The platform's capability to embed a wide range of elements renders it extremely useful. However, there is a noticeable learning curve associated with the setup process. Despite this, the final output is a polished rendition of what is typically a standard PDF. This feature alone makes the platform noteworthy, although it is advisable to monitor its development for further improvements **What do you dislike about Stageset?** The platform requires some time to fully understand how its various components integrate. While it offers robust support for embedding certain elements, there is room for improvement in terms of stronger embed capabilities and more comprehensive integrations. Enhancements such as two-way communication with Slack and other similar platforms would significantly enhance its functionality and user experience. **What problems is Stageset solving and how is that benefiting you?** The shift from traditional email and PDF document-based sales and marketing engagements to a more dynamic environment represents a significant change. ### 6. Stageset is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Stageset?** I like the ease of use of stageset. Setting up the templates will be the most time extensive things you do in stageset. After that its 1 click and you have your interactive proposal ready. In the app is a live chat for support if needed. The only thing i needed em for was asking about new features :) So thats great. If the e-signing and pricing table is live. We will use stageset as primary proposal tool everyday. **What do you dislike about Stageset?** The app still has limited features. However a lot are in development :) Like e-signing and pricing table **What problems is Stageset solving and how is that benefiting you?** In IT creating proposals are a hard thing to do. A lot of information is needed to show the customer what they get. If sending them a word proposal with all the techstuff in it. They get overwhelmed. Using stageset makes it a lot easier. We split the functional stuff from the tech stuff. The end users can select and read only what they want to read. If the pricing table and e-signing is developped we can ditch our e-signing solution to. ### 7. Stageset - an excellent Digital Sales Room and Client Collaboration Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Jakob T. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Stageset?** There's so much to enjoy about Stageset: from being able to include a very broad selection of content to the fast developing featureset, as well as the very quick support for the occassional question. **What do you dislike about Stageset?** It long ago had about 20 minutes of downtime. That wasn't so nice. Needs to be said it was outside business hours, AND I actually don't know if it was planned or unplanned downtime. **What problems is Stageset solving and how is that benefiting you?** It's spectacular how Stageset allows us to have everything in a single place. In the past we'd mostly share items via email. Now we share via email that the Stageset portal has been updated and everything is just in Stageset for both the clients' referene and ours. ### 8. Easy-to-use and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Alain B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Stageset?** Stageset is a great tool for our Sales team. In just a few clicks, our sellers can create personalized deal pages where prospective buyers can find all relevant Sales material, docs and next steps to buy from us. We can then track in the Analytics when and how buyers interact with it and which people from their team were invited to collaborate. It made our Sales cycle way faster and our sales team more productive. It's easy-to-use and effective. Can only recommend. **What do you dislike about Stageset?** Nothing major as of now. They don't have all the integrations with the tools we use (Wistia in my case) but they are adding updates quickly so I hope it will come in near term too. **What problems is Stageset solving and how is that benefiting you?** With Stageset we have more deal insights, faster Sales cycles and a higher deal win rate. It also saves me and my team a ton of time on mail follow-ups and sync-up meetings. ### 9. Great piece of Software for busy professionals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Stageset?** Ease of use and top notch native CRM integrations it offers . **What do you dislike about Stageset?** Overall, the app is excellent. To enhance its maturity and take it to the next level, it could benefit from further native integrations with third-party apps. By seamlessly connecting with other popular applications, the app would offer users a more comprehensive and streamlined experience. **What problems is Stageset solving and how is that benefiting you?** With Stageset, you can seamlessly guide your leads or prospects to the next stage of the sales pipeline. Whether you choose to present your products or services online or offline, Stageset serves as a powerful tool for effective sales onboarding and training. ### 10. An important part of my workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan T. | Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2024 **What do you like best about Stageset?** Simplicity and intuitive layout - it's a great product **What do you dislike about Stageset?** Haven't run into anything that's causing me problems so far **What problems is Stageset solving and how is that benefiting you?** While it's marketed as a solution for digital sales rooms, it's also great for cold-ish outreach. ### 11. Great Business Proposal Software with an exciting roadmap **Rating:** 5.0/5.0 stars **Reviewed by:** Philippos C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Stageset?** The ease of use and the customization allowed. **What do you dislike about Stageset?** Still, some integrations to add and more features to come. **What problems is Stageset solving and how is that benefiting you?** Quick creation of business offers and tracking to see how the deal is going, allowing me to close more deals faster. ### 12. Excellent Product for Our Sales Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisaiceland D. | Opensourcing Advisor, Program Development, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Stageset?** ease of use, Dashboardeasy login and Templates! **What do you dislike about Stageset?** basic features, hopefully more in the future, including more integrations! **What problems is Stageset solving and how is that benefiting you?** Sales Room ### 13. Speeds up sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Stageset?** Resources are presented in a digital sales room in a beautiful way. **What do you dislike about Stageset?** You'll need to update each existing room manually. **What problems is Stageset solving and how is that benefiting you?** Providing all stakeholders the same relevant information for a deal. - [View Stageset pricing details and edition comparison](https://www.g2.com/products/stageset/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+10%3A50%3A21+-0500&secure%5Bsession_id%5D=7d0ad566-f7c4-4d34-a381-fe7f979a920d&secure%5Btoken%5D=ff9b029273adf31dba24a1b98c26d4c40b62b1e754f31560d30253c9f09bc5f8&format=llm_user) ## Stageset Features **Deal Analytics** - Engagement Tracking - Reporting and Dashboards **Value Content Types - Value Selling Tools** - Business Case Creation - ROI/TCO Calculators - Post-Sales Value Realization **Administration and Security** - User, Role, and Access Management - Alerts and Notifications **Value Content Management - Value Selling Tools** - Content Editing - Content Sharing - Usage Analytics - Value Templates - Currency/Conversion Rates - Integrations **Platform** - Content Sharing - Content Management - Chat **Integrations** - CRM Integration **Agentic AI - Value Selling Tools** - 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 ## Top Stageset Alternatives - [Mindtickle](https://www.g2.com/products/mindtickle/reviews) - 4.7/5.0 (2,064 reviews) - [Showpad](https://www.g2.com/products/showpad/reviews) - 4.6/5.0 (1,826 reviews) - [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews) - 4.7/5.0 (1,656 reviews)