Dynamic Sales Rooms

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Give every prospect one branded place to review the work, the next step, and what you need from them.

Build a reusable Sales Room design, generate a personal page for a CRM Contact, and share one link that stays current. See when the room was viewed so your team can follow up with context.

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Consultant and prospective Client review a branded Sales Room on a tablet in a Solstice workspace

A room for the entire buying conversation

Keep the story together behind one link, from what you covered to what happens next.

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Generate the right room at the right moment

Create a room from a Contact, the Sales Rooms list, or an Automation tied to your deal journey.

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See interest and control access

Know whether a room has been opened, and close the link when the conversation is over.

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Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling
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Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature
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Project & Task Management

Payments + Subscriptions

File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging