Deals don't stall because of the product. They stall because nobody can see them.
The real status of a deal lives in a rep's head, a Slack thread, and a half-updated CRM field. Buyers lose the thread between calls, internal stakeholders can't self-serve, and managers find out a deal slipped a week too late. A deal workspace puts the plan, the people, and the proof in one place everyone can see.
Built for how deals actually run.
Shared timelines with milestones, owners, and deadlines that both your team and the buyer can see and update. Accountability that drives urgency instead of a static slide nobody revisits.
The full buying committee, roles, influence, and engagement, synced from your CRM. Spot the missing economic buyer or the silent blocker before the deal review does.
The right collateral surfaces at the right stage, gated per stakeholder where needed. No more digging through drives or re-sending the same one-pager.
See who opened what, when, and for how long. Real engagement signal, not vanity opens, so reps know exactly where attention is and where it's slipping.
From setup to signal in three steps.
Create a workspace per opportunity in seconds, or auto-create it from a Salesforce/HubSpot opportunity so the deal room and CRM stay in lockstep.
Drop in the mutual action plan, invite stakeholders, and attach resources. Your buyer gets a branded space they can actually navigate, no login friction.
Engagement, milestone slips, and stakeholder gaps surface automatically. Milo flags risk before a milestone is missed, so you act instead of react.
Deal workspaces, answered.
How is a Dealstat deal workspace different from a shared folder or CRM opportunity?
A folder stores files; a CRM opportunity stores fields. A Dealstat workspace is the living surface of the deal, mutual action plan, stakeholders, resources, and real-time engagement in one place, visible to both your team and the buyer. It's the difference between a record of the deal and the place the deal actually happens.
Can buyers access the workspace without logging in?
Yes. Buyers get a branded, magic-link workspace with optional SSO or NDA gating per stakeholder. No account creation, no friction, they see your logo and (on Pro) your domain.
Does it sync with our CRM?
Yes. Dealstat does bi-directional sync with Salesforce and HubSpot, mapping opportunities and contacts so the workspace and your CRM stay consistent without double entry.
What is a mutual action plan?
A mutual action plan (MAP) is a shared, time-bound plan that both seller and buyer commit to, the steps, owners, and dates required to get to a decision. In Dealstat the MAP is live and buyer-visible, which is what turns it from a slide into a forcing function for urgency.
Is there a free way to try it?
Yes. Dealstat is free forever for solo reps with up to 3 active deal rooms, including mutual action plans, stakeholder management, and real-time engagement tracking. No credit card required.
Run your next deal on Dealstat.
Start free in under a minute. Bring on your team and upgrade when you're ready.