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TakeTurns for

Digital Sales Rooms

Sales teams drive prospect engagement with TakeTurns. Complement your CRM with digital sales rooms to exchange/review/collaborate on sales documents, chat, and track interactions over the entire sales cycle.

It all starts with a TakeTurns Flow™

Invite your customer to a secure workspace

Customers or prospects join your Flow—it's a virtual sales room—without having to sign up, they just verify their email. Since only invitees get access, you maintain confidentiality. Also, when you need to add more participants—sales ops, presales, legal—add them. There’s no additional cost.

Create collaboration in TakeTurns

Share and collaborate on sales documents (and more!)

You and your prospect work together on deal-critical documents—mutual success plans, sales proposals, agreements.  And even better, TakeTurns can also support your teams in presales /sales engineering, professional services, customer success, and legal

Create collaboration in TakeTurns

Communicate in context

Use rich text notes and the built-in chat to communicate with your participants without having to resort to email. The built-in chat keeps all the questions and comments with the files helping keep everyone on the same page.

Create collaboration in TakeTurns

Track the progress of your sales engagement

You and your sales manager get a big picture view of what’s going on. See a complete timeline of each opportunity—including documents, requests, messages—and assess level of prospect engagement.

Create collaboration in TakeTurns

See your team’s activity in one place

Monitor your team’s ongoing sales engagements: view status, bottlenecks, and timelines. Additionally, identify less engaged prospects to help your team prioritize their efforts.

Create collaboration in TakeTurns

Get started today