Stop sending boring email summaries. Start building deal boards.
Your product or service is premium. Your sales process should look like it too. Spin up a Dealwize deal board from a meeting transcript or by forwarding the deal email. Buyers get one link, two tabs, content and action plan, and you get engagement data from the moment they open it.
Create from email
Forward or BCC deal notes, call write-ups, or opportunity context to your Dealwize inbound address. AI drafts the board. Reply in the thread to update an existing one.
Branded per deal
Every deal board is scoped to the opportunity, your branding, your buyer's context. It's not a generic portal; it's the room where this deal lives.
Content and action-plan tabs
Buyers can move between your proposal content and the shared mutual action plan without leaving the room. No more forwarding five separate attachments.
Stakeholder access control
Add, update, or remove stakeholders directly from the deal board. Upgrade access and trigger invite emails from one place, so you know exactly who's in the room.
The premium buyer journey
First impressions are the only impressions that last.
The welcome
Your buyer receives a personalised, branded link. No login required, no friction. A professional first touch that replaces the PDF attachment.
The alignment
They see the north-star goals and the mutual action plan immediately. Both sides know exactly where the deal stands and what's next.
The decision
Legal, IT, and Finance find what they need without digging through an inbox. Every stakeholder is working from the same source of truth.
Deal board theme
Acme Corp branding
Built for the modern buyer
Buyers don't want more email threads. They want one place with clear next steps. Dealwize deal boards work on every device and require no account for buyers to access.
Mobile optimised
Looks right on any device, including the CFO's phone while they're between meetings.
Fast to load
No heavy attachments, no slow portal login. Just a link that opens.
Zero friction for buyers
No account required. A secure, personalised link is all they need.
Common questions about deal boards
Ready to give your buyers a better experience?
Send champions to a live deal board instead of a static PDF, and see who's actually engaged.
Create your first deal board