Request a demo

Used by reps at

TDK Lambda
Synaptics
Liquid Instruments
EG4
Novanta
TDK Lambda
Synaptics
Liquid Instruments
EG4
Novanta

Different reps. Different hardest problem.

Three places the prep work doesn't fit into the week.

Sunday night, 9pm

Rebuilding prep notes from scratch.

ScenarioCRM is stale, email threads are everywhere, and an hour later you still aren't sure your prep is good enough for the call tomorrow.
Solution
Your pre-call plan is already built. Review it in 5 minutes on your phone in the taxi.
Outcome
→ You go in prepped and ready.
In the meeting

Trying not to say "I'll get back to you on that" again.

ScenarioA competitor you don't recognize comes up, the customer asks a technical question you half-know, and pricing context isn't in front of you.
Solution
Ask the AI in real time and get specific answers grounded in your catalog and their history.
Outcome
→ You stay in the conversation instead of punting the hardest moments.
Six months into an account

Picking up a big account gone cold.

ScenarioThere may be a cross-sell opportunity across another division or product line, but connecting the dots takes time you don't have.
Solution
Cross-sell signals surface automatically, before the call even starts.
Outcome
→ You see the opportunity before it slips by again.

Four things that used to take hours. Now they just happen.

One workspace per account. Pre-call prep, cross-sell signals, real answers, and account history — all done before you sit down to your week.

Capability 0104

Pre-call plan, without the prep work

Deal Room reads your emails, CRM history, and deal context to generate objectives, stakeholder hot buttons, risk flags, competitive context, and next steps for this specific account.

What sales people are saying.

Elevates our consultative selling, gives us confidence in our positioning and a clear competitive edge. We're faster, smarter, and have more strategic wins.
Tom Wichert
VP Sales
TDK Lambda
There's so much information out there, but that's actually the problem. This puts it into a box that's manageable — so instead of drowning in research before a meeting, you're focused on what's actually going to make a difference. It saves a lot of time.
Senior Director of Sales
Global Semiconductor Company
I've gotten three or four first meetings with companies we'd never spoken to before, and this tool is how I got them. I tell everyone on my team to use it. It finds contacts who aren't on LinkedIn. It opens doors that just weren't open before.
Sales Manager
Global Industrial Supplier

More pipeline. Less prep time. Reps who stick with it.

2x
Pipeline expansion from 30 deal rooms in 10 weeks
Pipeline
5-10h
Saved per week for active users
Efficiency
100%
Of reps actively using Deal Room after 10 weeks
Usage
How it works

Set it up once. It runs from there.

After that, the work happens in the background. Every email you forward, every meeting you take, makes the next one sharper.

Inside a Deal Room

The four key capabilties reps use before calls, during calls, and when an account wakes back up.

Pre-Call Plan

Objectives, hot buttons, risk flags, competitive context, and next steps for your next meeting.

Cross-Sell Signals

Opportunities across your full catalog and the customer's architecture, surfaced automatically.

Account Intel

Live signals layered on top of CRM - executive moves, news, competitive context, and account history.

AI Chat

Ask anything and get answers grounded in your catalog and customer history, with sources cited.

Questions worth asking before you try anything new.

Visit Trust Center

"I don't have time to learn another tool."

Your first Deal Room takes about 20 minutes. After that, you mostly forward emails, review the prep, and ask questions. No extra data entry. No new system to live in.

"What if it gives me the wrong answer?"

Every answer shows its sources so you can check the reasoning. There are 100+ quality checks per answer. It is not infallible, but it is accountable.

"Is my customer data actually private?"

Your data never trains ept AI's models. All Deal Room data stays isolated and proprietary. On-premises deployment is available when required.

"Will I actually still be using this in three months?"

100% of reps are actively using all core features at week 10 in our typical pilots. Teams don't abandon tools that make the job easier every week.

Private by default, source-cited answers, and built to work with the CRM and email you already use.

See a real Deal Room

A short walkthrough of a live account workspace - pre-call plan, cross-sell signals, and cited AI answers.

See your first Deal Room with an account you're actually working.

Bring a real account to the demo. We will generate a pre-call plan live so you can see exactly what you would be walking into your next meeting with. No commitment and no integration required.

Request a demoSee the full platform