10 Best Digital Sales Room Software in 2026 

Your demo went perfectly. The buyer was engaged, all the right questions were asked, and all the right signals were sent. Then came the follow-up: another email, another PDF, another Dropbox link buried in email threads your champion can’t find, and your economic buyer will never open.

That’s not a people problem. That’s a tool problem. And it’s costing you a deal.

Using digital sales rooms exists to fix exactly that.

One link. One shared online workspace. Everything your buyer needs to say yes, proposals, pricing, recordings, timelines, and e-signature workflows are organized, trackable, real-time, and always current.

But not all digital sales room software is built the same. Some are glorified link organizers. Others are full GTM execution platforms customized to help revenue teams close deals faster.

We’ve evaluated the 10 best digital sales room software platforms so you don’t have to.

Why Traditional GTM Tools Aren't Enough Anymore 

Before we rank the platforms, let's address the root problem. 

Most sales teams are running their deals across a CRM, a shared drive, an email inbox, a proposal tool, a calendar app, and maybe a Slack thread for good measure.  

The CRM tracks what happened.
The email thread holds the actual conversation.
The deck lives in Dropbox.
Case studies, templates, and sales collateral are scattered across tools.
The proposal is a PDF that may or may not have been opened.

This isn't a workflow. It's archaeology. 

Here's what traditional GTM tools get wrong: 

The result? 

Sales reps spend more time chasing than closing. Buyers feel unguided. Deals stall not because there's no interest, but because there's no structure. 

A digital sales room solution replaces that fragmentation with a single, living workspace. And Projetly goes one step further; it adds an AI layer and an incentive layer that no other tool on the market provides. 

Related Blog:  5 Early Warning Signs of Deal Slippage You Shouldn’t Ignore

Top 10 Digital Sales Room Software in 2026 

1. Projetly: Best for AI-Driven Enterprise B2B Sales

Projetly is the only AI-powered digital sales room built for the full complexity of enterprise B2B selling. Not just a workspace for sales content, but also a deal-execution engine with AI, buyer intelligence, and a built-in incentive system that traditional sales tools can't match. 

Key features:

• AI Sales Agent:  captures calls, logs intent, sends follow-ups, works 24/7 

• Branded buyer deal room: one secure link, everything in one place 

• Real-time buyer signals: section-level engagement data, every stakeholder tracking 

• E-signature: Dynamic proposals with e-signatures and automated reminders 

• Rewards: On-chain crypto rewards for reps, buyers, and advocates at every milestone 

• AI Meeting Assistant: Auto-generates MoMs, syncs to CRM instantly 

• CRM integration: Bi-directional sync keeps your entire stack current 

Benefits:

• Centralizes all deal content, conversations, and next steps in one shared workspace 

• Provides real-time buyer engagement and intent signals (views,  buyer activity, drop-offs) 

• Keeps deals moving with structured workflows and automated follow-ups 

• Improves sales–buyer collaboration with a single source of truth 

• Reduces manual work through CRM integrations and automation 

• Delivers a professional, guided buying experience that accelerates decisions 

• Helps teams prioritize and forecast accurately using engagement insights 

Best for: Enterprise B2B SaaS, fintech, IT services, and any revenue team running complex, multi-stakeholder deals where speed and AI execution matter.

Pricing: Visit our website to explore plans or book a quick demo. 

Turn Your Next Deal Into a Closed Deal
Activate your AI-powered digital sales room and keep every stakeholder aligned from demo to signature.  Start free trial at projetly.ai

2. GetAccept: Good for CRM-Heavy Proposal Workflows

GetAccept combines proposal creation, e-signatures, live in-document chat, and video messaging with deep two-way CRM integrations. When a document gets signed, your CRM deal stage updates automatically. 

The live chat inside proposals is a standout feature; buyers can ask questions mid-read, and reps respond in real time. Strong for teams whose biggest bottleneck is the proposal-to-signature step. 

Benefits 

• Proposals, e-signatures, and live in-doc chat in one place 

• Automatic CRM updates on signature 

• Speeds up the proposal-to-close step 

Limitation: 

• No AI sales agent to execute actions. 

• No buyer intent signals. 

• No incentive or reward system beyond proposals. 

Best for: Large sales teams with high proposal volume and deep CRM workflows.

Pricing: From £20 per user/month

Free trial: Yes 

3. Arrows: Good for HubSpot-Native Teams 

If your team lives in HubSpot, Arrows is the cleanest way to create deal rooms. It pulls deal data, call transcripts, and notes from HubSpot to auto-populate room content, and its Arrows Intelligence feature suggests updates as deals progress. 

Solid content blocks, onboarding plan support, and a tight HubSpot calendar sync. A well-executed tool within its lane. 

Benefits 

• HubSpot-native deal rooms auto-filled with CRM data 

• Smart content suggestions and structured onboarding blocks 

• Seamless HubSpot calendar sync 

Limitation

• Suggests content updates but does not take action. 

• No buyer intent signals or incentive layer. 

Best for: HubSpot-first sales and CS teams wanting a CRM-native DSR. 

Pricing: $100 Per Month

Free trial: Yes  

4. Dock: Good for Sales-to-Onboarding Continuity

Dock's key idea is continuity: the deal room you build during sales transitions into the onboarding workspace post-close. No awkward handoff, no content migration, no "starting over" email to the customer. 

Clean task tracking, solid engagement analytics, and a login-free buyer experience. Purpose-built for teams where customer success is as important as the deal. 

Benefits: 

• Seamless transition from sales to onboarding with no customer handoff friction 

• Clean task tracking and engagement analytics with a login-free buyer experience 

Limitations: 

• Focuses on structure and organization 

• Limited AI-driven execution or automation 

Best for: B2B SaaS teams where post-sale onboarding is a defined, measurable process. 

Pricing: $350 Per month

Free trial: Yes

Related Blog: Enterprise Sales Cycle Deal Stages That Stall Deals

5. Trumpet: Good for Brand-Driven Buyer Experiences

Trumpet's "Pods" are the best-looking deal rooms on the market. Highly customizable, brand-forward, and designed for buyers who judge a vendor partly on presentation quality. AI personalization tools let reps tailor each pod to specific stakeholders without starting from scratch. 

Good coaching visibility for managers. A strong choice where first impressions carry weight. 

Benefits:

• Highly customizable, brand-forward deal rooms with premium design quality 

• AI-powered personalization to tailor Pods for multiple stakeholders quickly 

Limitations:

• Focused on presentation rather than deal execution 

• No AI agent to proactively move deals forward 

• Lacks real-time buyer intelligence beyond basic engagement tracking 

• No incentive or rewards layer to influence buyer behavior  

Best for: Design-conscious sales teams in industries where visual brand equity influences deals. 

Pricing:  € 29 Per month

Free trial: Yes 

6. Aligned: Good for Structured Mutual Action Plans 

Aligned turns the deal room into a shared accountability system. Mutual action plans give both buyer and seller a structured list of tasks, milestones, and deadlines, making "what happens next" clear to everyone in the room. An AI assistant suggests next steps and surfaces stakeholder engagement. 

Benefits: 

• Shared accountability through mutual action plans with clear tasks, milestones, and deadlines 

• Makes next steps explicit for both sellers and buyers

Limitations:

• Emphasizes structure over AI-driven execution 

• No incentive or reward layer to accelerate deal closure 

Best for: Sales teams running formal evaluation processes with defined buyer-side milestones. 

Pricing: $ 29 Per month

Free trial: Yes 

Related Blog: A Guide to Digital Sales Room Platform

7. Flowla: Good for AI-Generated Deal Room Creation 

 Flowla uses AI to generate a tailored deal room from deal context, company, ICP, pain points, and fast. Rooms evolve as the deal does, with dynamic updates and full-cycle engagement tracking from first demo through onboarding. 

Benefits: 

• AI-generated deal rooms tailored to company context, ICP, and pain points 

• Dynamic rooms that evolve as the deal progresses 

Limitations:

• AI focused on room creation rather than autonomous deal execution 

• Limited action-taking beyond content and layout updates 

Best for: Teams that want AI to accelerate room creation and personalization without heavy manual setup. 

Pricing:  $49 Per month  

Free trial: Yes 

8. DealHub: Good for CPQ-Heavy Sales Teams 

DealHub is the right choice when your sales process involves complex CPQ  conditional logic, product bundling, and dynamic pricing configurations. The output flows directly into a buyer-facing deal room, and its AI-powered contract management handles tagging and document search at scale. 

Benefits: 

• AI-powered contract management for tagging and document search at scale 

• Well-suited for enterprise sales with complex pricing and legal workflows 

Limitations: 

• Focused on CPQ and contract workflows rather than buyer engagement 

• Limited AI-driven sales execution beyond pricing and documents 

Best for: Sales ops and RevOps teams managing complex quoting alongside enterprise deal management. 

Pricing:  Visit their Website 

Free trial: Yes

Related Blog: Where Are Your Enterprise Deals Losing Momentum?

9. Allego: Good for Large-Scale Sales Enablement

Allego connects internal sales enablement platform training, coaching, and compliance-approved content with buyer-facing deal rooms. Reps pull from a governed content library, build rooms, and track engagement. Strong for organizations where what reps say is as regulated as what they send. 

Benefits: 

• Track buyer engagement on buyer-facing content 

• Strong fit for regulated or highly controlled sales environments 

Limitations:

• Optimized for content governance and rep readiness rather than deal execution 

• Limited focus on accelerating deal velocity through AI-driven actions 

Best for: Large enterprise sales organizations with content compliance requirements and mature enablement operations.

Pricing: Vsit their Website | 

Free trial: No (demo required) 

10. Spekit Deal Rooms:  Good for In-Workflow Content Surfacing 

Spekit takes a different approach; instead of a standalone room, its AI surfaces the right content inside the tools reps already use (Gmail, Salesforce, Slack). It solves the content adoption problem by removing the need to search. 

Benefits: 

• Eliminates content search and improves enablement adoption 

• Strong fit for large teams with complex content libraries 

Limitations: 

• Not a buyer-facing deal room or engagement platform 

• Focused on enabling inside workflows, not deal execution or buyer interaction 

Best for: Enterprise organizations where the biggest bottleneck is reps not using the content their enablement team creates. 

Pricing: Visit their website 

Free trial: No (demo required) 

Quick Comparison: Top Digital Sales Room Software (2026)

Related Blog: Best Digital Sales Room Software: B2B Strategies That Win

What Makes Projetly Different: The 6 Pillars 

Most DSRs help you share content. Projetly helps you close faster. 

1. AI Sales Agent: An always-on deal co-pilot that captures calls, detects buyer intent, and drives follow-ups automatically. 

2. Actionable Buyer Intelligence: See who engaged, what mattered, and when stakeholders change, so every next move is informed. 

3. One Deal Link: A single, login-free workspace for content, pricing, timelines, e-signatures, and live chat. 

4. Dynamic Proposals: Live, trackable, auto-reminded proposals that move buyers to signature with minimal rep effort. 

5. Crypto Incentives: On-chain rewards tied to every deal and onboarding milestones for reps, customers, and advocates. 

6. Self-Funding Model: Fast sales cycles and higher engagement offset platform costs, enterprise execution without added spend. 

Frequently Asked Questions

1. What is a digital sales room (DSR)? 
A DSR is a shared deal workspace that lives throughout the sales cycle, housing proposals, decks, pricing, recordings, plans, and e-signatures in one link. Unlike proposal tools, it keeps working after you hit send. 

2. How is Projetly different from a CRM? 
CRMs track internal activity. Projetly is where the deal actually happens—with buyers. It syncs with your CRM in real time, acting as the execution layer on top. 

3. Do buyers need to create an account? 
No. Buyers access everything through one branded link, no login, no friction. 

4. How does the AI Sales Agent work? 
It joins calls, captures insights, detects buyer intent, generates summaries, syncs updates to your CRM, and sends smart follow-ups between meetings. 

5. What’s unique about the crypto rewards feature? 
Projetly rewards reps, teams, customers, and advocates on milestone completion, not just at close, keeping deals moving at every stage. 

6. Does Projetly integrate with existing tools? 
Yes. It sits on top of your current CRM and sales stack, keeping all data automatically in sync. 

7. How fast can we get started? 
Minutes. Connect your CRM, open a deal, and your first deal room is live. The AI activates on your next call.