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Deal rooms

One page for every buyer. Signed in the room.

Send each buyer one page for the deal instead of another thread of attachments: the plan you both follow, the proposal, the quote to sign and a time to talk. Then watch who comes in.

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complete looks
6
kinds of section
10
templates
6
a month, all in
$49
The buyer's deal room in the Stone look: a headline written for Jordan, Maya's welcome video, and the next step to review and sign the quote
The same room in the Midnight look, with Maya's welcome video and the next step to review and sign the quote
Jordan Lee is in the roomReading Your quote · 4 min
Warm: 863 people · 23 min read
Quote accepted and signedRe-roof, phase one · $184,500
Why a room

Your buyer is digging through eleven emails. Send them one link.

A deal room holds everything for the deal on one page. Everyone on their side gets their own link, and every part of it lives on the deal in your CRM.

Jordan’s inbox, today

11 emails · 4 files · 3 links

  • Maya Chen

    Proposal for the re-roof (v3 final).pdf

    Proposal_v3_FINAL.pdf

  • Maya Chen

    Re: Quote attached, phase one

    Quote_Q-1042.pdf

  • Marcus, Finance

    Fwd: Re: what does phase two cost?

  • Maya Chen

    Booking link for a call next week

  • Priya, IT

    Re: Re: who comes on site?

  • Maya Chen

    Just checking in on the quote

One deal room instead, in the Editorial look: written for Jordan, with Maya's welcome video, the plan, the proposal and the quote to sign
One link instead. Everything above, on one page, with the quote signed right there.
One next step
Sign the quote, tick their step or book a time. On a phone it stays at the foot of the screen.
A plan you both tick off
Dated steps for both sides, with the buyer's own added from their side.
Documents read in the page
Proposals open page by page. You see which pages, and for how long.
Their whole buying group
The buyer invites a colleague, who gets their own link. You hear who brought whom.
The studio

Build it on the page. Not in a form.

The real buyer page on a canvas. Point at a number to see what each part does.

The deal room studio: the room's sections on the left, the buyer's page on a live canvas in the middle, and the picked section's settings on the right
  1. 1

    Every section, in order

    Drag sections to put them in order. The cover and the next step stay at the top.

  2. 2

    Change the words where they are

    Click any words on the canvas and type. It is the real buyer page, not a form.

  3. 3

    Ten kinds of section

    Text, video, questions, customer stories, a savings calculator, options side by side, logos, embeds, a button, points.

  4. 4

    Desktop, tablet or phone

    See the page at each width, and preview it exactly as the buyer will.

  5. 5

    Who sees it

    Show a section only to some roles, or put it first for them.

  6. 6

    Draft until you publish

    Everything saves as a draft. Each publish is kept as a version you can bring back.

Six looks

Same room. Six complete designs.

Stone, Editorial, Midnight, Bold, Minimal and Aurora, each with its own type, cover and surfaces. Pick one, then change the colour, corners and background, and show the buyer's logo beside yours. Try it.

Editorial. A serif, set like a magazine.

Colour

The agent

It researches the buyer. Then it writes the room.

Press Build the room. The agent reads everything the CRM knows and what the buyer says about themselves, then drafts a room for that one buyer, with its sources.

  1. Read · The deal and its activity

    Re-roof, phase one · $184,500 · decision by Nov 6

  2. Read · Two meetings' notes

    “The leaks over bay 2 hold up shipments when it rains”

  3. Read · The AI SDR's research

    Four loading bays, ships frozen goods across the Midwest

  4. Read · Their website

    Their brand colour, and their own name for the depot

  5. Read · Buying signals

    Hiring three operations managers this month

Drafted the room

  • A headline and welcome for Jordan
  • Their pain points, in their words
  • Answers to the two questions they raised
  • Two customer stories from your library
  • A plan to their December deadline

Every fact is listed with where it came from. Nothing reaches the buyer until you publish.

The studio's agent panel: build it again from everything new, a suggestion to add the security answers after a meeting, and what it found with its sources
After each meeting it suggests changes, each waiting for your yes.
Personal for each person

A CFO and an IT lead should not read the same page.

Each visitor says their role on the way in, and sees the room made for them. Pick a role to see it change.

View as

A page for each role
Show a section only to finance, IT, leadership or legal, or put it first for them. Each visitor says their role on the way in.
Their own words
{{first_name}}, {{company}}, {{pain_points}} fill themselves in for whoever is looking, in any text on the page.
A video for each person
One video section, a different video for each person in the buyer's team.
Their language
The page's buttons and labels follow each visitor's language, in any of the eleven the app speaks.

Ridgeline Roofing × Northwind Freight

Viewing as Finance
0:48

Welcome, Marcus

A video for Marcus, Finance director, from Maya

  • What a dry dock is worth

    A savings calculator you can change

    First for Finance

  • What we heard

    The leaks over the loading bay, in your words

  • Teams like yours

    Two customer stories

  • Contract and insurance

    Terms, warranty and certificates

  • Your quote

    Re-roof, phase one · $184,500

  • Our plan together

    Steps for both sides, dated

Not shown to Marcus:Security and access on site
For the seller

Know which deals are moving. Before you ask.

Every room gets a score from 0 to 100 and the reasons for it. While a buyer is reading, the Deal agent holds its follow-ups; a question left waiting a day becomes a task for the deal's owner.

86● Hot
  • +Opened today
  • +By 4 people at Northwind
  • +23 minutes read
  • +The quote seen, twice
  • +3 of their 4 steps done
  • −A question waiting since yesterday
The Deal rooms page: rooms live, opened this week, hot right now and waiting on you, then every room with its warmth score, the people who opened it, minutes read and the buyer's steps done
CRM, Deal rooms: every room with how warm it is, and the ones waiting on you.
Templates

Start from a whole room.

Each template carries its look, sections, words and plan. Preview any of them full size, design your own in its own studio, or set one to build a room by itself when a deal reaches a stage.

  • After the first callWhat you heard, what happens next, a time to talk
  • ProposalApproach, proof, savings, the quote and the plan
  • Enterprise dealA page for each role, security answers, legal review
  • Agency pitchYour work, options side by side, a clear yes
  • RenewalWhat they achieved, what is next, the renewal to sign
  • Welcome aboardKick-off, who does what, the first month planned
Deal room templates: the organisation's own roofing proposal template, a card to start one from scratch, and ready-made templates drawn live
How it works

From a deal to a page they act on.

  1. Step 01

    Make the room from the deal

    One click on the deal, or a template that builds a room by itself when a deal reaches a stage. The quote, the plan and the deal's files are already in it.

  2. Step 02

    Let the agent research the buyer and draft it

    It reads the deal, its activity, the meeting notes, the buyer's website and buying signals, then writes the headline, the welcome, their pain points in their own words and answers to the questions they raised. Every fact shows where it came from.

  3. Step 03

    Make it yours in the studio

    Click any words on the page to change them, drag sections into order, pick a look, preview it on a phone. Nothing reaches the buyer until you publish.

  4. Step 04

    Send it and watch the deal move

    Each person gets their own link by email in your business's name. You see who opened it, what they read, which pages of the proposal, and when someone is in the room right now.

The room works with the rest of the CRM: quotes are signed in it, booking pages sit inside it, and the AI SDR’s research feeds the agent that drafts it.

Compared

One page instead of a thread of attachments.

Sending a buyer attachments and links compared with a deal room in AutomateNexus CRM
Email attachments and linksA deal room in AutomateNexus CRM
What the buyer getsA thread of attachments, a quote link and a calendar linkOne page with the plan, the proposal, the quote to sign and a time to talk
What you knowWhether an email was openedWho opened the room, what they read, which pages, and who is in it now
The rest of their teamForwarded emails you never seeTheir own links, invited by the buyer, each one known to you
Making itCopy and paste for every dealA template, or an agent that researches the buyer and drafts it
Where it livesAnother tool beside the CRMOn the deal, in the same CRM
Take the tour

Open a real deal room.

Open the deal room we send our own buyers: the film, how getting started works, plans and prices, and a calendar to book your demo. It is a deal room built in AutomateNexus CRM, the same page you will send your customers.

Take the tour Book a demo

Deal room · AutomateNexus CRM

Your next CRM, in one page.

  • The 3-minute filmThe CRM, start to finish
  • Getting started, step by stepFrom sign-up to your first deal
  • Plans and pricesFlat team pricing, no per-seat AI fee
  • Book your demo30 minutes with ErinNext step
FAQ

Questions about deal rooms

A deal room (also called a digital sales room) is one web page a seller shares with a buyer for one deal. It brings together the plan both sides follow, the proposal and documents, the quote to sign and a way to book a call, so the buyer does not have to dig through email. In AutomateNexus CRM a deal room is part of the deal itself.

Yes. Deal rooms come with AutomateNexus CRM, from $49 a month, with nothing extra to buy. The agent that researches the buyer uses your own AI key or the same AI credits as the rest of the CRM.

It reads what the CRM knows about the deal (its fields, activity, meeting notes and the research the AI SDR already gathered), the buyer's own website and buying signals, then drafts the room: a headline, a welcome, their pain points in their words, answers to questions they raised, customer stories from your library and a plan to their timeline. Each fact is listed with where it came from, and nothing reaches the buyer until you publish.

Yes. A section can be shown only to some roles, or put first for them, and a video section can hold a different video for each person. Each visitor sees only what is meant for them.

No. A buyer opens the room from a link. You choose whether they say who they are first, whether only their company's email addresses may come in, when the link closes and whether they agree to a confidentiality note.

Yes. The room carries your logo and colours, and on a white-label account the links are on your own domain.

Keep exploring

Pairs well with the rest of the platform.

  1. 01AccountingQuotes, invoices, and books in one place.Create quotes, send invoices, take payments, and keep your books in sync with QuickBooks — right next to your deals.
  2. 02AI Appointment Setter & BookingMeetings on autopilot.Share booking links, sync calendars two ways, and let the Scheduler agent own your calendar — routing, reminders, and zero double-bookings.
  3. 03AI SDR AgentAn always-on sales development rep that never drops a lead.The SDR agent qualifies every new lead against the rules you set, enrolls the good ones in your sequences, watches for replies, and hands hot conversations to a human with the context attached.
Your turn

Give your next buyer one page.

Start your 7-day free trial. No credit card. Make a room from a deal, or let the agent draft it for you.

Start your 7-day trialTalk to sales