Sales
Know the slides your buyer opened.
Build a pitch from the decks you already have and send it as a link. You see the slides that each buyer read. You get an alert when the buyer opens the pitch.
Free for one seat. Readers never pay.
The workflow
From first call to signature
- 01
Build the pitch
Pick the slides for this buyer from your product deck, your case studies and your price list.
- 02
Send the link
Paste the link in your own email. The buyer opens it in the browser.
- 03
Get the alert
Phase emails you or posts in Slack when the buyer opens the pitch.
- 04
Follow up
Start the next call with the slide the buyer read longest.
Pitch builder
Build a pitch per buyer.
Pick slides from several files, hide the slides that do not fit and add a hotspot to your booking page.
Packs
One page per buyer.
Put the proposal, the price list and the case studies on one pack page for the buyer. Each reader at the buyer signs in by email. You see the reading time of each reader.
See packsStakeholders
Spot new stakeholders.
You get an alert when a second reader opens a link that you sent to one reader. The alert shows that the buyer shared your pitch with a colleague.
Board
Active deals first.
The deal board shows the deals of each stage by recent reader activity. A deal with a reader on the page shows the mark Reading now.
On the Team plan you connect HubSpot, Pipedrive or Salesforce. Your deals and contacts come from the CRM, and each visit shows on the contact.
Embed
Embed the proposal.
Embed the viewer on a page of your site with one script. Your page gets an event when the buyer finishes the last slide.
The plan you need
Start on Free with one file and 3 new links a month. The Team plan at €29 per seat per month adds the company library and the embed toolkit.
Compare the plansYour questions answered
Do I write the pitch in Phase?
No. You write in PowerPoint, Keynote or Google Slides and upload the file. Phase has no slide editor.
Does Phase work with my CRM?
Yes, on the Team plan. Connect HubSpot, Pipedrive or Salesforce. Each visit shows on the contact in your CRM.
Is there a seat minimum?
No. You can start with one seat and add seats per month.
Send your first tracked link today
Free for one seat. New workspaces get 14 days of the Team plan without a card.