7 Best Digital Sales Room Software in 2024 [Reviewed]

Digital sales rooms are a centralized place where your sales reps and prospects can collaborate and access content together that is relevant to the deal cycle to streamline the sales process and win more deals.

We researched dozens of platforms that offer sales rooms, reviewed verified user reviews on G2, and talked to sales managers.

In this article, we will review seven tools with digital sales rooms, going over their top features, pros and cons, and pricing models.

Before we begin, let’s go over a few factors to consider when evaluating digital sales rooms. ⤵️

Factors to Consider When Evaluating Digital Sales Room Software in 2024

#1: Are The Sales Rooms Customizable?

Customization is crucial for tailoring the digital sales rooms to your customers.

➡️ When we were evaluating digital sales room software, we looked for platforms that let you tailor the rooms and content for each prospect. 

Providing a personalized sales experience, such as personalized video greetings, can help you convert your leads by creating a better buying experience.

#2: Pricing Structure

Different digital sales room platforms have different pricing structures.

For example, some platforms that we reviewed offer pricing models based on user seats, while others are based on the features you will need.

The pricing model you choose can impact your bottom line and prove to be quite expensive in the long run if you plan on onboarding many sales reps.

💡 Larger teams usually benefit from pricing that is not based on user seats, and smaller teams benefit from tools that base their pricing on user seats.

#3: Does The Data Sync Back To Your CRM?

Seamless integration with your CRM is essential for maintaining a centralized data hub.

We took into consideration whether the digital sales room tools can sync data back to your CRM.

➡️ Data synchronization is important for keeping track of every deal’s progress, and to be able to set up notifications in case your sales team needs to give attention to a client.

Which Platforms Have The Best Digital Sales Rooms in 2024?

Here are the best platforms on the market out of all the software we reviewed that offer digital sales rooms:

#1: Arrows - Create personalized sales rooms that sync data to your HubSpot account to close deals faster.

#2: GetAccept - Build digital sales rooms that contain personalized proposals.

#3: Aligned - Set up personalized sales rooms with an AI assistant.

#4: Allego - Build secure digital sales rooms with ready-to-use templates.

#5: Trumpet - Send out personalized sales rooms that sync back to your CRM.

#6: Dock - Set up digital sales rooms with buyer intent notifications and integrate them with your existing sales tech stack.

#7: Flowla - Build a workspace for your sales and customer success team to convert and then onboard new customers.

#1: Arrows

Arrows offers the best digital sales room software on the market for sales teams that operate on HubSpot.

Our platform lets you send sales rooms and onboarding plans to your prospects so your sales team can control the narrative, build momentum, and secure more deals.

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Full disclosure: Even though Arrows is our platform, we’ll aim to provide an unbiased perspective on why Arrows offers the best digital sales room software for sales teams in 2024.

You don’t have to lose good deals because your sales team is underprepared or the next steps with your new clients are blurry.

With dynamic pages that keep prospects engaged, you can now close deals faster and increase your sales team’s close rates.

Sales rooms enable your sales team to make deal management easier by tracking milestones and providing real-time updates.

❗Note: Arrows sales rooms was built for teams that run on HubSpot. If your team does not operate on HubSpot, you can scroll down to review other tools.

Here’s why 👇 Arrows offers the best digital sales room on the market for simplifying deal management and onboarding new clients:

Personalized Sales Rooms With a Best-In-Class HubSpot Integration

Arrows offers a deep HubSpot integration that lets you connect to Deals in the CRM.

This is why it is possible to equip your sales team with everything that they need to sell, such as:

• Engagement activity sync back into your HubSpot account in real-time, including creating and associating new contacts discovered with the deal in the CRM.
• Real-time alerts of when tasks are completed or when your prospects ask questions during onboarding or in the sales funnel.
• Resource sharing: Unify all resources and data about each lead or new customer.
• Next meeting sync: A component that stays up-to-date in real-time based on your next scheduled meeting in the CRM. Your sales team would not have to rely on link-dumping anymore.
• Milestone tracking: Keep track of where each customer is in their onboarding process.

• You can track buyer engagement to see which leads view the sales rooms in real-time.

Arrows sales rooms simplify follow-ups by replacing the traditional email without overwhelming leads with links.

How Do Arrows Sales Rooms Work With HubSpot?

Once activated in your HubSpot account, Arrows sales rooms can be set up from any existing deal.

You can edit and publish the sales rooms directly through our app, which lets you personalize each room to your prospects.

Your sales team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.

💡 You can link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.

Why Arrows Sales Room?

Our personalized sales rooms will help your sales team engage leads more effectively, and be able to track real-time deal activity.

Our users are achieving a 44% higher win rate with our digital sales rooms than the average win rate for deals over the last 12 months.

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Here’s why sales leaders are choosing Arrows sales rooms:

• Enable your sales champions: Provide your champions with everything they need to sell internally.
• Effectively track buyer engagement: See which prospects are viewing the sales rooms in real-time and clear insights into buyer intent.
• Replicate your top sales reps: Keep your prospects engaged between calls by simplifying the follow-up process.

Learn more about how Arrows sales rooms are shortening the sales cycle and increasing win rates directly from our Head of Sales, Grant Jones:

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which adds access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that adds access to SSO, Audit logs, and automated user lifecycle management.

💡 Our pricing is not based on user seats.

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing sales rooms to HubSpot Deals with just a few clicks.

Not sure if Arrows can be a good digital sales room for your brand? Schedule a demo to learn more about the tool.

Pros & Cons of Arrows

✅ Sales rooms that increase your sales team’s close rates.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with a clean interactive interface.

✅ Track buyer engagement across the sales rooms.

✅ Replicate your top sales reps.

⚠️ Built for sales teams that run on HubSpot.

⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.

#2: GetAccept

Best for: Building digital sales rooms that contain personalized proposals.

Similar to: Arrows, Aligned.

GetAccept is a proposal software that offers digital sales rooms that help your sales team convert more leads with interactive presentations and personalized proposals.

The tool offers a viable sales room that lets you upload sales collaterals, track performance, and create mutual action plans.

Features

• Contract management software: Add personalized quotes and e-signatures with the help of templates.
• Mutual action plans: Provide a better onboarding experience and have more clarity over your new customer pipeline.
• Real-time insights into how prospects are interacting with your proposals.

➡️ As some users are not satisfied with the platform’s customization options, you can check our guide that covers GetAccept competitors that offer more flexibility.

Standout Feature: Sales Engagement

Instead of emailing static PDFs, GetAccept lets you start engaging buyers by turning proposals into a communication center with personalized buyer interactions.

The platform lets you:

• Record video introductions to emphasize the key points of your documents.
• Chat in real-time with your prospects.
• Enable your leads to leave comments.
• Create shareable links to bring the conversation from social media to the sales rooms, instead of email.

Pricing

The platform offers a 14-day trial where you can test out the platform for free.

Other than that, GetAccept offers has two paid plans:

• Professional: $79/month/seat, which adds access to unlimited active rooms, e-signatures, advanced tracking, and templates.
• Enterprise: Custom pricing, which adds access to contract management features, CPQ, SSO, and premium integrations.

💡 With GetAccept’s pricing, you will need to be on an annual plan to access the sales room features of the platform, and you will be charged based on the number of users you plan to bring.

Larger teams can save money by choosing platforms that do not base their pricing model on user seats, such as Arrows.

Pros and Cons

✅ Easy to use intuitive platform.

✅ Mutual action plans.

✅ Good analytics into how leads are interacting with your proposals.

⚠️ CRM integrations are not as deep as other alternatives.

⚠️ Creating proposals without templates can be challenging.

#3: Aligned

Best for: Building personalized sales rooms with an AI assistant.

Similar to: Arrows, Trumpet.

Aligned is a customer collaboration platform that offers digital sales room software for sales teams that helps them better orchestrate deals.

The platform offers an interesting digital sales room offering, as it gives you access to an AI copilot that keeps the momentum going by answering urgent customer questions.

Features

• Share all sales content in a customizable sales room with no login required.
• Mutual action plans: Help your team gain control over customer processes and timelines to convert leads faster.
• Revenue intelligence that lets you make better decisions, and be able to identify risks and buyer intent.

Standout Feature: Aligned AI (Chatbot)

Aligned offers an AI pilot that lets your sales team keep the momentum going by assisting your prospects with urgent questions they might have.

For example, the chatbot can summarize the project scope, ask about the ROI, and help all of your sales reps catch up on the deal.

Pricing

Aligned offers a free version of its platform that includes 3 rooms per seat, room analytics, access to a personal domain, and secured room sharing.

To access the tool’s advanced features, you’d need to sign up for one of its three paid tiers:

• Basic: $29/seat/month, which gives you access to unlimited sales rooms, a centralized dashboard, 5GB content storage, and better customer support.
• Pro: $49/seat/month, which gives you access to the tool’s Gong integration, section templates, 1TB of content storage, secured tabs, and group filters.
• Enterprise: Custom pricing, which unlocks Aligned AI, CRM integrations, internal comments, advanced content analytics, and more.

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Pros and Cons

✅ AI copilot that lets you keep your prospects engaged.

✅ Generous free forever plan that lets you get 3 sales rooms per seat.

✅ The sales rooms have good analytics.

⚠️ CRM integration is on the Enterprise plan, unlike Aligned alternatives.

⚠️ There could be more customizable options.

#4: Allego

Best for: Setting up secure digital sales rooms with ready-to-use templates.

Similar to: Trumpet, Flowla.

Allego is an enterprise-grade sales enablement platform that offers digital sales rooms with enhanced security, privacy, and access control.

The software lets you create and customize digital sales rooms in under 5 minutes with out-of-the-box templates.

Features

• Customizable sales rooms that provide a one-stop shop to manage everything from one place, on both mobile and desktop.
• Track buyer engagement across the entire buying committee with real-time notifications.
• Messaging functionality that lets you chat with your prospects in real-time as they are viewing the sales room.

Standout Feature: Advanced Security

As an enterprise-grade platform, Allego offers advanced security, privacy, and access control features.

Your team can choose who can access key content across the buying committee.

Pricing

Allego does not disclose its pricing, so you’d have to contact them to get a product demo and a quote.

The platform does mention that its pricing model is based on user seats.

Pros and Cons

✅ Track buyer engagement across the whole buying journey.

✅ Ready-to-use templates for the creation of sales rooms.

✅ Advanced security controls.

⚠️ Undisclosed pricing, unlike competitors.

⚠️ Some users of the platform do not find the UI easy to navigate.

#5: Trumpet

Best for: Sending personalized sales rooms that sync back to your CRM.

Similar to: Arrows, Dock.

Trumpet is a sales enablement platform that lets you send out tailored sales rooms and onboarding plans to your prospects.

The tool offers good digital sales room features, as it gives teams access to buyer signals and insights to focus on deals with a high conversion potential.

Top Features

• Streamline your sales cycle in one unified space with customizable sales rooms. Your sales team can add proposals, mutual action plans, and demo videos.
• Tap into 70+ pre-made templates of sales rooms and then customize them to your prospects to increase the likelihood of conversion.
• User and Pod analytics help your sales team to make better-informed decisions and identify trends by monitoring prospects’ interests.

Standout Feature: One-Click Personalization

The platform lets you personalize your digital sales rooms and onboarding plans with a single click.

You can customize your sales rooms with your client’s branding, colors, and company domain.

Trumpet lets you automatically personalize Pod templates for different business use cases with custom variables.

Pricing

Trumpet offers a free version that lets you access all Scale plan features for up to 10 Pods.

In the free plan you can add unlimited users and access 30+ integrations, the tool’s analytics, and mutual action plans.

To access the tool’s advanced features and unlimited Pods, you will need to sign up for one of their three paid plans:

Note: Trumpet is a UK company that displays its pricing only in GBP (£). The brand also states that it accepts payments in USD ($).

• Pro plan: £29/user/month when paid annually, which adds access to unlimited Pods, unlimited content storage, access to all templates, and CMS.
• Scale plan: £60/user/month when paid annually, which adds access to the tool’s TrumpetSign (e-signatures), Content Analytics, management dashboard, and proposal software.
• Enterprise plan: £100/user/month when paid annually, which adds access to SSO, custom domains, account management, and multiple team workspaces.

Pros and Cons

✅ One-click personalization of sales rooms.

✅ Pre-made templates that can be customized to your prospects.

✅ Advanced analytics into user interactions and buying intent.

⚠️ Some users report limited customization of widgets.

⚠️ Contract e-sign tool may not be as intuitive and easy to use as with other alternatives.

#6: Dock

Best for: Setting up digital sales rooms with buyer intent notifications that integrate them with your sales tech stack.

Similar to: Trumpet, GetAccept.

Dock offers a digital sales room that lets you organize everything shared with your prospects in one workspace.

What makes Dock a good platform for setting up digital sales rooms is that the tool has a comprehensive range of integrations with CRMs and other tools.

Features

• Sales deal rooms where you can add sales content and order forms to help your sales team close more deals.
• Mutual action plans that help you facilitate collaboration and accountability in the sales process.
• Price quotes that let you streamline pricing discussions and up-sell or cross-sell your clients.

➡️ As the set-up of the platform can be time-consuming and the tool is not mobile-friendly yet, you can check our Dock alternatives buyer guide.

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Standout Feature: Sales Order Forms

You can create sales order forms and send them to your prospects for signing in only a few clicks.

This feature helps your prospects to see the value of your pricing model and how the pricing structure of your platform works.

Pricing

Dock offers a free version of its platform that lets you access five workspaces for unlimited sales reps.

To access the tool’s advanced features, you’d have to be on one of their three paid tiers:

• Starter plan: $49/seat/month, which adds access to sales deal rooms, customer onboarding, client portals, and sales content management.
• Growth plan: $59/seat/month + $250/month platform fee, which adds access to HubSpot integration, custom dashboards, and page visibility controls.
• Enterprise plan: Custom pricing that adds access to the tool’s deep Salesforce integration, custom domain, SSO, and automations.

Note: Sales order forms are available as an add-on package that costs $10/seat/month and gives you access to e-signatures, approval rules, and the tool’s deal desk dashboard.

Pros and Cons

✅ Digital sales rooms that have good integrations with HubSpot and Salesforce.

✅ Generous freemium plan with unlimited seats.

✅ Sales order forms that include e-signatures, approval rules, and deal desk dashboard.

⚠️ Set up can be time-consuming.

⚠️ The tool is not mobile-friendly yet.

#7: Flowla

Best for: Building a workspace for your sales and customer success team to convert and then onboard new customers.

Similar to: Dock, Aligned.

Flowla is a sales management software that helps you create client-facing workspaces for your team and customers.

The platform lets you create interactive and personalized sales rooms to secure more deals and then easily onboard new clients.

Features

• Customizable sales rooms: A single, unified space to manage all of your client-facing processes.
• Mutual action plans: Turn complex processes into a single, actionable, and collaborative flow. You can set deadlines, assign tasks, and track progress.
• Revenue intelligence: Make more data-driven decisions by providing you with detailed insights into unique views, client engagement, and shares.

Standout Feature: Flowla AI

Flowla AI helps you build efficient onboarding flows with the power of ChatGPT. 

Unlike Aligned AI which uses artificial intelligence to answer customer questions, Flowla AI can build custom flows from scratch with text content filled and designed from your client’s website.

Pricing

Flowla offers a free version that lets you try the software for free and create up to five free flows with unlimited user seats.

To access the platform’s more complex features, your team would need to be one of their three paid tiers:

• Professional plan: $39/user/month, which adds access to unlimited flows, unlimited content, flow analytics, and content library.
• Team plan: $65/user/month, which adds access to a custom domain, custom email templates, e-signatures, and Flowla AutoPilot.
• Enterprise plan: Custom pricing, which adds additional support, such as employee training, a dedicated account manager, and a managed implementation.

Pros and Cons

✅ Shorten sales cycles with personalized sales rooms.

✅ Set up mutual action plans to move your clients quicker to value.

✅ Craft onboarding plans with AI.

⚠️ Customization is limited when compared to other alternatives.

⚠️ Some customers note that they’ve had integration issues with their CRMs.

Next Steps For Teams on HubSpot: Close More Deals & Onboard New Customers Faster

Our digital sales room software helps your sales team close more deals and keep prospects engaged.

Apart from that, our platform offers separate purpose-built onboarding plans and client portals that help you manage the entire customer lifecycle out of one platform.

If you’re a sales manager looking for digital sales room software that offers:

• Effective buyer engagement tracking to help you see which leads are viewing the sales rooms in real-time and insights into buyer intent.
• A best-in-class HubSpot integration, which is available for all pricing tiers and lets you sync 50+ real-time data points.
• Other features, such as resource sharing, milestone tracking, real-time alerts, and next meeting sync.

Then you can start with Arrows sales rooms for free.

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