Deal Rooms & Scheduling

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.

Explore the platform

Sequential booking · Shared resources · E-signature that closes the deal

Booking stages, in order

Link, no login required

Point tools the room retires

Manual steps from signature to Won

Replace your stack

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.

The booking sequence

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.

Intro call

The first public booking link a prospect ever sees.

A prospect books an intro call from a public, token-gated link. No login, no account, no friction. The room opens with this stage unlocked and the rest of the sequence visible but waiting, so the path forward is clear from minute one.

The deal room

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

See client onboarding

Token-gated linkOpens the room, no login

Public

Progress trackerWhere the deal is, at a glance

ResourcesLinks and uploads in one list

Inline playbookVisible when the gates pass

A buyer should never wonder what happens next. Put the whole path, from the intro call to the signed agreement, behind one link.

The close

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

See the pipeline in analytics

Prospect signsIn the deal room, no email round-trip

PDF generatedStored with the deal automatically

Saved

Deal advances to WonPipeline updates on its own

Won

What's in the room

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.

Custom pipeline stages

A platform-side sales pipeline, separate from the SalesHive internal CRM, with stages you define for how your team actually sells.

Learn more

Links and uploads

Share resources in the room as links or file uploads, so everything a prospect needs sits in one organized list.

The whole platform Pipeline analytics Appointment setting Client onboarding Pricing

Questions, answered

What teams ask about deal rooms

The short version is on the surface. Open any question to go deeper.

A deal room is a single shared, client-facing space for one deal. The prospect opens it from a public, token-gated link, with no login or account required. Inside, they see the progress tracker, the resources you have shared as links or uploads, the playbook sections you have made visible, and the agreement, all in one place.

Yes, that is the point. Sequential meeting booking is built into the room, so you do not need a separate scheduling link. Resources, uploads, and client-visible playbook sections cover what a proposal portal does. And e-signature with automatic PDF generation is part of the agreement itself. All of it ships with the SalesHive platform on one bill.

The booking sequence is strictly ordered: intro call, then demo, then kickoff, then playbook review, then pre-launch. Each stage becomes bookable only after the one before it is complete, so a prospect always books the right next step and never skips ahead.

The room includes e-signature. When the prospect signs the agreement, a PDF is generated automatically and the deal advances to Won in the pipeline. There is no separate step to mark the deal closed, signing is what moves it.

No. Deal rooms run on a platform-side sales pipeline that is separate from the SalesHive internal CRM. It has its own custom stages you define, so your team can track and close deals the way they actually sell, and pipeline analytics report on it directly.

Either your team or ours. Deal rooms are part of the SalesHive platform, and if you want the calendar filled for you, our 100% US-based SDR teams run cold calling and email outreach as a done-for-you appointment setting service, feeding booked meetings straight into rooms your reps close from.

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