Best Digital Sales Room Software Shortlist
Here’s my roundup of the best digital sales room solutions. Continue reading below to get an in-depth overview of what you can expect from these tools.
- JourneyDXP - Best for B2B sales in digital rooms optimized for buyer engagement
- Recapped.io - Best for prospect accountability through Mutual Action Plans
- Accord - Best for driving more predictable execution with standardized behaviors
- Topo.io - Best for embedding content in shared workspaces
- GetAccept - Best for simplifying the B2B buying journey
- GTM Buddy - Best for eliminating manual searching with auto-indexing
- Aligned - Best for streamlining complex deals through consolidation in a shared space
- Dock - Best for guiding inexperienced buyers through the process
- SalesHood - Best for helping you replicate the behaviors of your top performers
- trumpet - Best for deal rooms that act as collaborative microsites
- Allego - Best for controlling access, privacy, and security
- DealHub - Best for creating branded and fully customizable deal rooms
If you’re looking for the most efficient way to track your sales along with all of your customer information, you might want to consider digital salesroom software. This type of SaaS solution is designed to provide your team access to a centralized data source that contains the documents for every deal, allowing them to collaborate on sales or contact customers and leads from anywhere.
As you read through my review of the top digital sales room platforms, you’ll discover a range of features that make it simpler for your sales reps to manage data, contact leads, process orders, and take payments without ever leaving the system.
What Is Digital Sales Room Software?
Essentially, digital sales room software is a series of tools that create a virtual selling solution for your sales team so they can collaborate with clients through an online portal. Your sales representatives can use a digital sales room to share demos, walk clients through their options, and link marketing assets. You can also use this tool to provide proposals and accept signatures.
Overviews of the 12 Best Digital Sales Room Software
Are you ready to take a deep dive into the best digital sales room solutions? Keep reading to get a summary of each tool, see a few of the standout features, review compatible integrations, and explore pricing and trial information. I’ve also included a few quick pros and cons to help narrow down your options even more.
1. JourneyDXP - Best for B2B sales in digital rooms optimized for buyer engagement
JourneyDXP designed a system called Smart Rooms that connects buying and selling teams from the moment of contact throughout the entire sales lifecycle. This platform is fully native to Salesforce and offers personalized, private digital rooms where you can collaborate with multiple stakeholders and decision-makers.
Why I picked JourneyDXP: This platform caught my attention because of the way it prioritizes the customer experience. JourneyDXP strives to provide a B2C-like experience for B2B customers with Smart Room Templates that can be customized for industry, company, and person with the ability to brand visual content and provide tailored solutions as needed.
JourneyDXP Standout Features and Integrations
Standout features include content management with intuitive file structure that makes it easy for salespeople to find what they need and customizable automated playbooks to increase internal efficiency.
Integrations include Dropbox, Gmail, HubSpot, Marketo, Microsoft Outlook, One Trust, Salesforce, Vimeo, and YouTube.
Pricing: Pricing available upon request
Trial: Free trial available
Pros
- Empowers customers to self-service
- Easy to set up and implement
- No-coding customization options
Cons
- Navigation could be a little more user-friendly
- Has some issues on mobile
2. Recapped.io - Best for prospect accountability through mutual action plans
As a cloud-based digital sales room solution, Recapped.io is designed to help agencies, business development teams, and freelancers throughout the sales cycle with customer engagement tracking, document creation and storage, a client portal, and mutual action plan creation. Recapped.io strives to eliminate email threads and centralize all sales tools.
Why I picked Recapped.io: This platform made my list because of its focus on mutual action plans. This feature is designed to hold your prospects accountable by providing guided next steps, rich content, and automated notifications for key dates and milestones. Nothing ever falls through the cracks because every step is listed and tracked for all parties in one place.
Recapped.io Standout Features and Integrations
Standout features include collaborative close plan creation to curate customizable solutions for any buying team and enterprise-grade security and compliance.
Integrations include Dropbox, DocuSign, HubSpot, Salesforce, and Slack.
Pricing: From $55/user/month
Trial: Free plan + free trial available
Pros
- User-friendly interface and navigation
- No technical knowledge needed
- Massive template library for customization
Cons
- Limited integration options
- Large initial time investment for set-up
3. Accord - Best for driving more predictable execution with standardized behaviors
As a sales execution platform, Accord strives to drive consistent win rates through mutual action plans, collaborative business cases, shared resources, and stakeholder mapping — all available in one place. Accord encourages adoption of winning methodology by mapping your sales process to highlight successful plays and share them with other reps.
Why I picked Accord: I like this platform because it prioritizes repeatable sales success with the ability to build and share winning cases. You can make it easier for everyone to sell better by aligning goals, solutions, and ROI in reviewable case studies that showcase a clear path to closing a deal with next steps and guidance.
Accord Standout Features and Integrations
Standout features include mutual action plans to build strong partnerships and drive deals forward, as well as content management that serves as a resource repository.
Integrations include Clari, DocuSign, Gmail, G-Suite, Gong, HubSpot, PandaDoc, Salesforce, and Slack. Integrations are also available through Zapier.
Pricing: From $899/month
Trial: Free demo + free plan available
Pros
- Can be set up in about an hour
- Prioritizes action with Next Steps
- Clean interface that’s easy to navigate
Cons
- Some features feel a little unfinished
- Still developing a few essential features
4. Topo.io - Best for embedding content in shared workspaces
As a buyer engagement and sales enablement platform, Topo.io focuses on bringing together all the resources you need to provide a central repository for prospects and stakeholders. With Topo.io, you have access to fully customizable deal rooms that ensure you can highlight important next steps, brand your content, and use the room as a follow-up tool at the end of every meeting.
Why I picked Topo.io: The reason this platform stood out to me was because of the flexibility it offers to embed nearly anything into your presentation. You can add short videos and customer recordings through Gong, as well as decks, technical security documents, and proposals from Google Drive or Pitch.
Topo.io Standout Features and Integrations
Standout features include Deal Hub to centralize resources, contacts, and actions, as well as a template library segmented by industry to share best practices with your sales and marketing teams.
Integrations include Drive, Gong, Google Slides, Modjo, HubSpot, Loom, Salesforce, Slack, Typeform, and YouTube.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Designed to accommodate AE needs
- Intuitive tool to learn and use
- Team takes user feedback seriously to improve design
Cons
- Lacks a few extra features
- Limited advanced analytics
5. GetAccept - Best for simplifying the B2B buying journey
GetAccept is a DSR company that delivers a simple space where buyers and sellers can meet, collaborate, and negotiate every part of the sales process. This platform has two powerful components, including the Deal Room, for first meetings and proposals, and the Contract Room, for proposal edits and deal signing.
Why I picked GetAccept: The reason this platform made my list is because of the addition of a Configure Price Quote tool. Not many other solutions offer this element of the sales process, necessitating a third-party integration or manual labor to create accurate, professional price lists. Instead, GetAccept delivers automation for professional proposals.
GetAccept Standout Features and Integrations
Standout features include sales content management for a unified content repository and real-time analytics to track the metrics that matter most to you.
Integrations include Chargebee, FreshSales, HubSpot, limeCRM, Microsoft Dynamics, Pipedrive, Salesforce, Slack, SuperOffice, and YouTube. GetAccept offers more than 500 integration options.
Pricing: From $39/user/month
Trial: 14-day free trial available
Pros
- User-friendly interface design
- Customization options for branding needs
- Very responsive customer service team
Cons
- Has a bit of a learning curve
- Limited permissions granularity for various roles
6. GTM Buddy - Best for eliminating manual searching with auto-indexing
This innovative sales platform is designed to help your sales team drive high-value interactions and close more deals through AI-driven, just-in-time content recommendations and tools that align with any salesperson’s workflow. You can also use this tool to prep for upcoming calls and track content performance throughout the sales funnel.
Why I picked GTM Buddy: One really cool feature from this platform is its ability to provide contextually relevant documents and recommendations in any workflow without you having to actually search for anything. GTM Buddy will auto-index all content and resurface it as needed once you enable contextual search with recommendations.
GTM Buddy Standout Features and Integrations
Standout features include Persona Intelligence, which helps your reps tailor their outreach and responses, and Digital Sales Rooms that act as fully branded microsites to engage with buyers better.
Integrations include box, Dropbox, Google Drive, HubSpot, LinkedIn, MS Teams, OneDrive, SharePoint, Slack, and Zoho CRM.
Pricing: Pricing available upon request
Trial: Free trial available
Pros
- Designed to integrate with custom workflows
- Implementation takes 10 days or less
- Video walkthroughs and training
Cons
- Newer product with limited market experience
- Some advanced features are missing
7. Aligned - Best for streamlining complex deals through consolidation in a shared space
As a digital sales room solution, Aligned is built to help you orchestrate the most complex teams and engage buyers more easily through unified, collaborative workspaces. You don’t need to follow email threads or follow up on one-sided interactions when you have a space that brings together all customer communication, sales processes, content, and tools.
Why I picked Aligned: The thing that caught my eye about this platform was the way its deal rooms included all the essential stakeholders. With this enhanced visibility, you can see exactly who is involved, bring in your own team, and see who is commenting, scheduling meetings, and sharing documents in real-time.
Aligned Standout Features and Integrations
Standout features include mutual action plans that allow you to assign tasks and share status updates, as well as a customer success hub where your customers can drive their own needs with a self-service portal.
Integrations include Calendly, Chili Piper, Gong, Google Slides, HubSpot, Loom, Tolstoy, Vidyard, Vimeo, and YouTube.
Pricing: From $35/user/month
Trial: Free plan available
Pros
- DSRs are easy to set up
- Tons of integration options
- Simple and easy to use
Cons
- A newer company with a few bugs
- Limited design options in the platform
8. Dock - Best for guiding inexperienced buyers through the process
This cloud-based enablement platform has plenty of features to support project managers, customer support executives, and sales teams streamline sales content management, project management, and client onboarding. Dock strives to personalize the entire customer journey, as well as help your team share plans, deliverables, training videos, and notes in one place.
Why I picked Dock: This platform stood out to me because it's one of the only ones that addresses an inexperienced buyer’s discomfort as they navigate the stages of any deal. In addition to providing tools to your sales reps, Dock also addresses the needs of inexperienced buyers with customizable templates and action plans that help them feel more at ease.
Dock Standout Features and Integrations
Standout features include pricing and order forms to help your team build accurate quotes and client-facing project plans that get buyers involved in the process.
Integrations include Airtable, Dropbox, Google Slides, HubSpot, Loom, PandaDoc, Salesforce, Typeform, Vidyard, and Vimeo.
Pricing: From $60/user/month
Trial: Free plan available
Pros
- Visually appealing user interface
- Easy to learn and navigate
- Great customer support team
Cons
- Some essential features are still in development
- Lack of available tutorials
9. SalesHood - Best for helping you replicate the behaviors of your top performers
SalesHood is a comprehensive sales enablement platform that prioritizes training, coaching, and productivity to maximize best practices and positive sales behavior. In addition to sales kickoff tools like digital sales rooms, SalesHood also provides video storytelling, peer learning modules, and onboarding and ramping that ensures you’re replicating the actions of top performers.
Why I picked SalesHood: I think that having a sales platform focus on replicating the winning behaviors of your best team members is an essential feature that maximizes your chances of success — especially as it relates to prepping for customers with personalized deal rooms, tailored sales pitches, and timely follow-ups.
SalesHood Standout Features and Integrations
Standout features include buyer engagement insights that forecast success and curated sales content that helps you replicate winning plays.
Integrations include Domo, Dropbox, Google Docs, Google Drive, Google Slides, Microsoft Power BI, Microsoft SharePoint, Okta, Salesforce, and SalesLoft.
Pricing: From $50/user/month
Trial: Free demo available
Pros
- User-friendly interface and navigation
- High-quality video playback
- Very responsive customer support team
Cons
- Limited customizability for some features
- Non tech-savvy users find it difficult to navigate
10. trumpet - Best for deal rooms that act as collaborative microsites
This digital sales room software is designed to help you close deals faster through the use of collaborative microsites. You should be able to create an auto-personalized, trackable, and interactive space in just a few minutes that can handle every customer interaction from cold outreach through to onboarding.
Why I picked trumpet: This tool made my list because of the way it automates Deal Room creation. trumpet focuses on helping you create hyper-personalized pods that are beautiful and visually engaging. You don’t have to do much of the work because most of your design options are automated and require no coding to develop.
trumpet Standout Features and Integrations
Standout features include mutual action plans for live progress tracking and video screen recording to share product demos and meeting insights.
Integrations include Calendly, DocuSign, Gong, Google Workspaces, HubSpot, Jiminny, Pipedrive, SalesLoft, Slack, and Storylane.
Pricing: From $44/user/month
Trial: Free plan available
Pros
- Takes user feedback into account
- Very user-friendly interface
- Customizability for branding purposes
Cons
- Limited editing for auto-created designs
- Doesn’t have a strong online community
11. Allego - Best for controlling access, privacy, and security
Allego focuses on providing you with a modern revenue enablement solution to bring together your sales, marketing, and enablement team to provide an outstanding B2B buyer experience. The Allego platform also offers conversational intelligence, sales coaching, and deal rooms.
Why I picked Allego: I added this tool to my list because of its intensive security and permissions features. You have complete control over who can access key content across your entire organization. Whether it’s allowing access to certain deal rooms or locking content, you can do it all with Allego.
Allego Standout Features and Integrations
Standout features include video and live chat in deal rooms and buyer engagement tracking with real-time notifications.
Integrations include 3CX, 8x8, ADP, Aircall, BlueJeans, Cisco, Dropbox, Facebook, Gamma, and JustCall.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Intuitive navigation throughout the platform
- Consistent expansion of features and offerings
- Very easy to use
Cons
- Reports can be difficult to read
- Limited editing and customization
12. DealHub - Best for creating branded and fully customizable deal rooms
With DealHub, you gain access to a complete revenue workflow solution that connects everyone in your organization. As a no-code, purpose-built platform, DealHub is designed to empower your team to create more predictable pipelines and centralize all communications.
Why I picked DealHub: This platform made the list because of its customizability. You can create a fresh DealRoom for every customer — no matter how big or small — to ensure a professional, cohesive presentation tailored to their needs. Enjoy dynamic content sharing and interactive communication all in one place.
DealHub Standout Features and Integrations
Standout features include contract lifecycle management to streamline signings and billing tools to manage the revenue lifecycle.
Integrations include DocuSign, Freshworks CRM, Freshsales, Gong, HubSpot, Microsoft Dynamics, Salesforce, Slack, and SugarCRM.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Comprehensive selection of sales enablement tools
- Easy to configure to your needs
- Simple to learn and navigate
Cons
- Outdated backend interface
- Limited mobile app functionality
Other Options
No list of mine would ever be complete without a few backup options to round it out. Check out just a couple of other digital sales room platforms to see if these are the right fit for your sales process.
- Enable Us - Best for creating a unique B2B buying experience potential customers love
- SPCE - Best for getting actionable insights about the buyer’s journey
- Vidyard - Best for AI-powered video messaging designed specifically for sales
- Seismic - Best for empowering your content-facing team members with new skills
- Dealpad - Best for optimizing your sales process for buyer’s intent to close more deals
- Moxtra - Best for streamlining customer, vendor, and partner collaboration digitally
- Folloze - Best for no-code user interface solutions to design personalized content.
- RELAYTO - Best for converting presentations and PDFs into interactive content
Selection Criteria For Digital Sales Room Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best digital sales room software for this article:
Core Functionality
Since most digital sales room software strives to create collaborative workspaces that both buyers and sellers can access and utilize, there are a few essential functionalities you’ll see across the board, including:
- Integrations with the other business software you use every day
- Automation features that reduce manual labor and save time
- Collaboration tools to communicate with clients and other reps
- Security measures to protect client data and company information
- AI capabilities for progress tracking, document creation, and insights
- Personalization and customization to enhance the buyer experience
Key Features
To deliver on the core functionalities I’ve listed above, you’ll see a lot of similar features in all of these tools, including:
- CRM integrations: You likely already have a customer relationship management platform with tons of data about your clients. This feature ensures your CRM is sharing that information with your digital sales room.
- Digital contracts and signatures: You should be able to share contracts, proposals, and other sales content in the deal room so clients can comment and ask questions in real-time. Most digital sales room software also allows you to collect legally binding e-signatures.
- Document management: One of the main assets of digital sales room software is that it acts as a centralized hub for all sales information, including essential documents. Anyone with the right permissions should be able to search and view these pieces of content at will.
- Internal and external messaging: Whether the platform has a built-in chat tool or an integration with Slack, communication should never be stifled. Share documents, demos, presentations, and other relevant content in and out of your digital workspace.
- Shared workspaces: Speaking of shared workspaces — this is essential for digital collaboration in real-time for both client and team collaboration. Discuss contracts, markup proposals, and make edits to presentations together.
- Templates: This feature helps automate many tasks throughout the sales process. Great digital sales room software will offer templates for outreach emails, marketing content, contracts, mutual action plans, and other sales content essentials.
- Reporting and analytics: Whether you want to track deal progress or get more insights into overall team performance, this feature provides actionable data for decision-makers to get a clear picture of sales operations.
Usability
You want to onboard your team and ensure adoption of your digital sales room software as quickly as possible to get faster time to value. So I’ve prioritized tools with user-friendly interfaces, intuitive navigation, and training modules. If they lack any of these features, I’ve checked that their customer support is knowledgeable and accessible.
Software Integrations
Because sharing data is an essential part of the sales workflow, you need your digital sales room to integrate with as many of your other tools as possible, including your CRM, communication tools, signature tools, and content management tools. Check the reviews above to see the most popular integrations for each option.
Pricing
Pricing for digital sales room software is dependent on their plan structure. Some companies offer a user-based subscription model, while others offer a flat-rate monthly price. You can expect to see prices range from $55/user/month to $5,000/month — no matter how many users you have. There are also some free plans that offer basic tools for small teams and solo sellers.
People Also Ask
Still have questions about digital sales room software? I have answers! Get more information about the most common concerns below.
What are the benefits of digital sales room software?
Who uses digital sales room software?
What is a digital sales room?
Other Sales Software
If you feel like your tech stack isn’t quite complete, I have a few more recommendations for sales solutions, including:
- Sales Acceleration Software
- Sales Management Software
- Sales Enablement Software
- Mobile Sales Software
- Sales Coaching Software
- Sales Database Software
- Sales Pipeline Management Software
Final Thoughts
I know I’ve given you a lot of information to review here, but I think you can identify which digital sales room software would work best for you pretty quickly. Once you have your list of the top few options, I would recommend signing up for the free trials and demos to see how these platforms perform in the context of your sales process. With that knowledge in hand, you can zero in on the perfect solution to optimize all customer experiences.
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