Hey Summer - it’s me. The Aligned and deal room guy. No pressure at all - will dm you and show you some cool stuff how deal rooms can show you a much bigger picture and if people want to buy vs emails.
it is useful indeed because you can create template for your proposal featuring customers' testimonies for example, and everyone in the sales team will have the same format
https://www.sendtrumpet.com/
I recommend Trumpet, ive used it in my previous company and it completely transformed how the team closed deals.
Heard good things about Aligned too.
Worth a demo to see which tool fits your needs better.
