nBold Sales Deal Room

Smooth and consistent collaboration on sales deals

Turn your sales guidelines into actionable templates. nBold brings the people, tools and data together
in one place to efficiently collaborate on EVERY deal

Guide Your Sales Reps

Make sure your sales reps follow sales guidelines and achieve operational excellence in every deal. Reduce time spent on closing deals.

Customize Your Workspace 

Create Deal Rooms from your Template and get everything needed in one place - key documents, record details, tasks, etc.

Integrate Any CRM platform

No more copy-pasting information from different platforms. Share records, deal summary, contact data, and deal progress in one place.

Same structure

From one deal to another

Get Deal Rooms with the same structure once a new deal is created. Update your colleagues on deal changes, quickly look up deal information, get pre-built MAP, and collaborate on deals in a highly efficient way.

deal room Microsoft Teams

File templates

For key sales documents

Simplify your sales team’s working routine and provide them with a collaborative workspace that includes file templates. Proposals, sales decks, contracts and agreements – everything they need to close a deal.

Mutual Action Plan

They know what to do

Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved. 

Sales Frameworks

They know how to sell

Provide your team with sales guidelines, execution frameworks, a document library, and other resources. Make sure your sales reps follow the best practices.

Integrated apps

Save time and license costs

Build an ideal workspace with everything already in place. Track sales funnels, work on contact lists, track changes via sales reports, and analyze sales results across different areas 

Smartsheet, Trello, Miro, Salesforce, HubSpot, pipedrive, Dynamics 365 and Microsoft Teams integration

Same structure

From one deal to another

Get Deal Rooms with the same structure once a new deal is created. Update your colleagues on deal changes, quickly look up deal information, get pre-built MAP, and collaborate on deals in a highly efficient way.

deal room Microsoft Teams

File templates

For every sales doc

Simplify your sales team’s working routine and provide them with a collaborative workspace that includes file templates. Proposals, sales decks, contracts and agreements – everything they need to close a deal.

Mutual Action Plan

They know what to do

Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved.

Sales Frameworks

They know how to sell

Provide your team with sales guidelines, execution frameworks, a document library, and other resources. Make sure your sales reps follow the best practices.

Integrated apps

No more wasting time

Build an ideal workspace with everything already in place. Track sales funnels, work on contact lists, track changes via sales reports, and analyze sales results across different areas.