Presales Software | Engage with your clients

Effective sales teams collaborate extensively with prospects, crafting presales documents like business cases, proofs of concept specs, mutual success plans, and go-live strategies. The degree of collaboration is tied to prospect commitment, higher levels of commitment are correlated with an increased probability of success and dramatically improved revenue predictability.
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Smart presales teams use TakeTurns. It’s the ideal way to collaborate with prospects on presales documents. It adds the structure, security, and transparency missing from email. Simply organizing the content and communication in one place makes it easy to collaborate, which improves engagement.

Learn how to improve your presales collaborations

TakeTurns also helps you support
‍sales proposal or contract negotiation.

Get Full Visibility Into Opportunities with the Collaboration Ledger
TakeTurns is built on an immutable and secure ledger. It’s a timeline of your collaborations with prospects and customers. It gives you full visibility by recording every document you share, review, or revise, and every message you exchange.

Stop emailing, start inviting

Invite your prospects and clients to a secure workspace where you share your presales documents. All they need to do is verify their email address. Passwordless invites are easy and secure.

There's only one thread per client for your deal. It's clear and transparent for everyone.

No more confusing cc: lists. You know who's in each party and what their roles are.

Invite clients to collaborate on presales docs in TakeTurns

Share and review presales documents in TakeTurns

Share and review docs turn-by-turn

It's always clear whose turn it is to work. You trade control with your client throughout the buying process to request and review documents. Should questions arise, use the built-in chat to start a discussion.

Your clients can upload revisions of your docs or add new ones. TakeTurns replaces the disorganization created by email.

Track versions automatically

Each party can upload revisions of documents as part of the collaboration. TakeTurns automatically tracks versions so you always know who did what and when.

No more confusion on which is the last version of a file

Track presales documents versions in TakeTurns

Track progress of presales collaborations in TakeTurns

See the big picture

With Recap, all participants can see a complete timeline of the deal progress to understand who did what and when.

Recap is great to keep track of a process, but also to get new joiners up to speed.

One-click archiving

When your deal is closed (congrats!), wrap it up to formally close it and generate a full archive with all documents and messages between parties.

Save hours of manual archiving of emails and attachments

Wrap-up and archive presales collaborations in TakeTurns

Improve the experience for you and your customers

Structured

Engage with your customers

Each presales engagement is isolated in a TakeTurns collaboration so you know whose turn it is to work and how it is progressing.

Secure

Avoid being buried in email threads

With TakeTurns, you maintain a clear line of communication with your prospects and clients to share files, request documents, or even discuss issues with the built-in chat.

Transparent

Keep the history of all your deals

By keeping all the documents, messages, and content related to your deals in one place, both parties have complete visibility into the progress of the collaboration.

Presales

Stop emailing, start inviting

Share and review docs turn-by-turn

Track versions automatically

See the big picture

One-click archiving

Learn why presales teams are adopting TakeTurns
as their go-to collaboration app

The Sales Ops Revolution: How Structured Asynchronous Collaboration Elevates Sales Efficacy

Realizing the Promise of Your Sales Methodology

Why didn't file sharing replace email attachments?

Improve the experience for you and your customers