for Customer Success

Onboarding and Customer Relations on a new level

Build on an existing Digital Sales Room from your Sales Team or establish a new Room to guide your Customers along the entire Customer journey with a clear path to what needs to happen next. Use tasks and milestones to create the most smooth onboarding journey for your best product adoption

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Trusted by High-Performing Sales Teams

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"dealday empowered us to deliver a tailored, engaging experience that accelerated stakeholder alignment and streamlined the approval process"

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Kevin Goßling CEO & Founder

"Supporting buyers with their internal processes is a critical component to achieving a mutually successful outcome"

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Timothy Gale CRM Sales Director
Project management

The answer to "what's next?"

Tasks and Milestone tracking allow your onboarding experience to become as effortless as ever. Assign tasks to the entire project team allowing for a real time status on where things stand. Track meetings or business reviews in our rooms to build a customer specific knowledge hub on your customer project.

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Project documents

Never send a document twice again

All Digital Sales Rooms come with a built in document space for you and your client to share relevant information in. Weather it's a documentation you'd like to highlight or a an assessment your customer needs you to review: Never send an attachment twice again and effortlessly keep track of all project relevant documents

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Analytics

Actual Customer enagement unlocked

Stay up to date on what information your customer consumes and use automatic reminders on any urgent topics you'd like to highlight along your customer journey

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AI Notetaker PREVIEW

Turn Calls into Searchable Knowledge

dealday Co-Pilot captures, summarizes, and distills every sales call and automatically embeds it into your Digital Sales Room. You can stay present, while we turn your conversations into action.

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Frequently asked questions