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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Bring client work into one workspace

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

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