From intro call to signature, one link.
Every deal gets a token-gated room a prospect opens with no login: sequential meeting booking, shared resources, the playbook, and an e-signature that advances the deal to Won the moment it is signed. Watch one close on the right.
Sequential booking · Shared resources · E-signature that closes the deal
The scheduling tool, the proposal portal, and the e-sign tool. Retired.
Most teams close a deal across three subscriptions and four browser tabs. A SalesHive deal room does all of it behind one link, so the prospect never leaves and your team never re-assembles the story.
Booking is built in, and it runs in order
Replaces: The scheduling toolNo separate calendar link to paste into emails. The room carries a sequential booking timeline (intro call, demo, kickoff, playbook review, pre-launch) and each stage opens only when the one before it is done, so a prospect always books the right next step.
The proposal lives where the deal lives
Replaces: The proposal portalShare resources as links or uploads and render client-visible playbook sections right in the room. The prospect reads the plan in the same place they book the call to discuss it, not in a portal they need another login for.
Sign in the room. The deal closes itself.
Replaces: The e-signature toolE-signature is part of the agreement card. On signing, a PDF is generated and stored with the deal, and the deal advances to Won in your pipeline automatically. No export, no upload, no manual stage change.
All of it ships with the platform, on one bill. Nothing extra to buy, connect, or log into.
Meeting scheduling that runs in order
Sequential public booking means a prospect always books the right next step. Each stage opens the moment the one before it is done, from the first intro call to pre-launch.
One shared space, behind one link.
The token-gated room opens with no login. Everything a prospect needs to move forward, track progress, read the plan, and sign, lives in one place you both can see. And if you want the calendar filled for you, our appointment setting teams book the meetings that start it.
- Public token-gated access, no account required
- A live progress tracker through every stage
- Resources shared as links or file uploads
- Inline, client-visible playbook sections
- The agreement and e-signature, right in the room
A buyer should never wonder what happens next. Put the whole path, from the intro call to the signed agreement, behind one link.
Sign once. The deal closes itself.
E-signature lives in the room. When the prospect signs the agreement, a PDF is generated and the deal advances straight to Won on your pipeline, a platform-side board with custom stages you define, separate from the SalesHive internal CRM.
- E-signature on the agreement, in the room
- A PDF is generated automatically on signing
- The deal auto-advances to Won the moment it is signed
- Custom pipeline stages that match how your team sells
Everything a deal needs, in one place
Booking, resources, the playbook, the agreement, and the close, all behind a single client-facing link.
Sequential public booking
Intro call, demo, kickoff, playbook review, pre-launch. One stage at a time, in order, so prospects never skip ahead and never book the wrong meeting.
Token-gated room
A public link opens a private space with no login and no account. Progress, resources, the playbook, and the agreement, all behind one token.
E-signature with PDF
Sign the agreement in the room. A PDF is generated automatically and stored with the deal.
Auto-advance to Won
The moment the agreement is signed, the deal advances to Won in the pipeline. No manual stage change.
Inline playbook sections
Client-visible playbook sections render right in the room when visibility gates pass, so the plan lives where the deal lives.
Links and uploads
Share resources in the room as links or file uploads, so everything a prospect needs sits in one organized list.
What teams ask about deal rooms
The short version is on the surface. Open any question to go deeper.
See a deal room close a deal.
Book a 30-minute strategy call and we will walk you through the booking sequence, the shared room, and the one-signature close, live.