As our organization looks at how the sales world and process are changing, I'd like to suggest that HubSpot create a tool for us to have unique virtual rooms for sharing collateral, videos, meeting notes, or other info with customers involved in a Deal. Think of this almost like a microsite for a specific customer that has our (and possibly their) logo and is a special secure area just for them and us to share information about an opportrunity we're working on. It could have folders for different content types or different meetings. Customers participating in the Deal could also provide info if desired. Perhaps it could also have chat integration for messaging or a feature to ask qusetions about a piece of content?
Sales teams could pre-populate information in this room before a meeting for attendees to review. They could also send a unique link to meeting attendees before or after a meeting, inviting them to engage.
This of this like a customized engagement portal for us to connect with our customers, get, and share info.
The client portal will be suitable for your purposes. But unfortunately it isn't available in the HS yet. You can try CliPlace self-service portal for customers. Ticket functions are now available (create, view, comment, upload files). In the future, we will develop agreements, quotes. Maybe other useful features, as you mentioned. More about the solution here
Thanks for your note, "CliPlace," but a customer service ticket portal isn't what I had in mind. I'm sorry if I was unclear in my prior description.
I'd encourage you to think of this like a semi-permanent chat room (or Slack channel or Teams channel) for a specific deal. Yes, there would be places for conversation (like a service ticket) but much, much more. It's almost like a microsite or SharePoint site. The space would have the abilty to upload documents, videos, quotes, etc. only for the specific people allowed in the channel. When the deal is concluded, the space would be closed or archived.
+1 on this. A Digital Sales Room similar to Dock, Aligned, GetAccept, etc., would be super helpful in HubSpot. I'm currently considering purchasing one of these options to share resources with new leads and existing customers, but having to use yet another platform when almost all other sales functions are managed through HubSpot is a pain. I'm shocked that something like this isn't available yet.
This is a fantastic idea! I have seen so much more information on Virtual Sales Rooms (VSRs) lately and I immediately thought that this should be part of our Deals in Sales Hub in HubSpot.
For ideas and development purposes, here are some examples of companies that offer VSR platforms:
JourneySales is one of the oldest digital sales rooms platforms in existence, according to Nancy. They describe their “Smart Rooms” as “private digital collaboration spaces where a sales team and a customer team can work together, engage with relevant content and key decision-makers, invite colleagues, quickly reach consensus and get deals done faster.” Their platform is built in the Salesforce Community Cloud, so if you use a different CRM, you may want to investigate other options.
BuyerDeck has, according to their website, been replaced by ShoDeck. That said, both websites are a little thin, but you can sign up for a free trial to test out their functionality.
DealHub’s DealRoom offers sales proposal software technology that offers to compile and generate customized proposals in a digital room. The DealRoom is the proposal, so it doesn’t look like they offer a space in which to host additional, trackable content, assets, or videos.
Moxtra brands themselves as a customer collaboration platform, but they have won awards for “the best digital banking solution provider” and their platform seems to have a strong emphasis on financial institution services. They emphasize compliance, security, and auditability.
Folloze puts a strong emphasis on both ABM and ABX, and their marketing platform emphasizes tailored experiences, micro-targeted campaigns, and personalized buying experiences. They offer integrations to a decently sized list of CRMs, such as Salesforce and SalesLoft.
We tried to investigate a company literally called Digital Sales Room, but as of this writing, their website seems to be unresponsive. According to G2, they are “a tool to help you achieve more wins from your sales proposals” by creating a space to share with prospects.
ClientPoint calls their platform a “a private relationship portal” that starts working from the moment of first contact with a prospect. Like DealHub, there is an apparent emphasis on proposals, but it appears they can also host other marketing content as well.
Tact.ai’s Tact Portal is a customer-facing, branded workspace that offers messaging, file collaboration, live meeting, e-signature, and approvals. It works on desktop, mobile (such as Android), or tablet and can be used standalone or embedded in a website or mobile app.
PaperFlite is branded as remote content collaboration software. Content is shared with prospects via microsites with multi-recipient tracking technology.
I was just looking at Aligned, but to get a version that integrates with Hubspot may be cost-prohibitive. I'm surprised Hubspot hasn't created something like this yet... Big thumbs-up to this idea.
Arrows has just launched a digital sales room designed specifically for that use case.It analyzes every call transcript, email, and note from your HubSpot deals to automatically suggest the most relevant content. You can also create and manage rooms directly from a HubSpot deal, automate room creation through workflows, and access real-time reporting since it syncs 40+ data points back to HubSpot. Happy to answer any questions about it!
Arrows has just launched a digital sales room designed specifically for that use case.It analyzes every call transcript, email, and note from your HubSpot deals to automatically suggest the most relevant content. You can also create and manage rooms directly from a HubSpot deal, automate room creation through workflows, and access real-time reporting since it syncs 40+ data points back to HubSpot. Happy to answer any questions about it!
We’ve actually built something like this at GTM Buddy - a unified platform for revenue teams that includes personalized virtual deal rooms. You can share content, manage MAPs, track buyer engagement, and collaborate securely - all integrated well with HubSpot.
There are also a few point solutions out there like Recapped, BuyerStage, and DealHub if you're exploring different tools.
I’ve been using Alongspaces for this exact purpose, and it has been a game-changer. It provides a simple, customizable Digital Sales Room where we can share documents, videos, and other key deal-related content in one place. It’s also secure, which helps when dealing with sensitive information.
One thing I really like is that customers can also engage—whether it’s leaving comments, asking questions, or even uploading their own materials when needed. There’s also an option to set up chat or Q&A directly within the room, which helps keep conversations organized.
Before meetings, we pre-load materials so attendees can review them in advance, and afterward, we use the same space to share follow-ups. It just makes the whole sales process smoother and more engaging.
Hi everyone — I'm new to the community but wanted to add some context around Digital Sales Rooms, especially for those using HubSpot.
We've been part of the HubSpot ecosystem since 2017, with 1000+ customers leveraging our native integration to close deals faster directly from Hubspot.
Fun fact: GetAccept, alongside Allego, created the Digital Sales Room (DSR) category. We’ve seen firsthand how the concept went from a nice-to-have to a must-have for high-performing revenue teams but also why buyers prefer this than the old email thread, links and PDFs all over the place.
I've seen many DSR solutions over the last 3,5 years since we founded the category but this element is where many miss the mark: While many vendors offer a DSR experience, few sync deeply enough with HubSpot CRM. Without two-way data sync and in CRM usability, it’s just another tool outside your core system. And one thing is saying you have it. Another is providing proof.
What are the results you can expect when adopting a Digital Sales Room?
More stakeholder visibility: Identify 30–120% more hidden stakeholders. That’s 6–12 people in deals >$20k. More visibility = more influence.
Shorter sales cycles: Dealfront, a customer of ours, cut their cycle by 67% using GetAccept Read more here
Higher win rates: Champions win deals — not reps. Our Digital Sales Room helps your champions sell internally when your salesrep aren’t in the room.
I work with HubSpot ecosystem partners at GetAccept. If you’re curious about testing this or want an intro to a customer in your space, feel free to DM me.
PS: Recently we launched enhanced HubSpot workflows to automate stakeholder mapping and MAP sync - enabling a truly buyer-centric sales process.
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