Dealpad capabilities

Dealpad tracks how buyers interact with shared content and buying rooms — which materials were viewed, which stakeholders participated, and how deal tasks are progressing — giving sellers real-time visibility into deal health.

Dealpad creates personalized digital spaces — branded on the product page as 'Personalized Customer Space' and also called buyer rooms — where prospects can access sales materials, collaborate on next steps, and engage with the sales team in a single branded environment.

Dealpad provides collaborative mutual action plans (MAPs) that align the sales team and buyer on shared next steps, milestones, and ownership from pre-sales through post-sale deployment.

Dealpad offers three named subscription tiers — Small, Growing, and Large — priced per team with a fixed seat count, plus an enterprise contact-sales option.

Dealpad provides pre-built playbooks and reusable room templates so sales teams can launch consistent, best-practice buyer rooms quickly without building each deal space from scratch.

Dealpad's SalesMind AI (branded on the live site as 'Sales Mind AI') is a predictive AI layer that analyzes deal activity and buyer engagement signals to surface buyer insight and recommendations, helping reps make data-driven decisions on deal priorities.

Dealpad syncs deal data, contacts, and activity bidirectionally with Salesforce, HubSpot, and Zoho CRM, letting reps manage buyer rooms and track deal tasks without leaving their existing CRM.