Seeking Honest Feedback: Integrated Platform for CRM, Secure Doc Sharing, and AI-Powered PPTs

Dear all,

Seeking your feedback on a new integrated platform that will be offered to beta users. It includes

  1. CRM with deal tracking (similar to HubSpot/Affinity)
  2. Secure document sharing with advanced analytics (similar to DocSend, but with end-to-end conversion tracking, from landing page views to page-by-page reading patterns and CTA - such as meeting booking, plus external file collection)
  3. PPT research report generation – convert one sentence into industry research slides in minutes/seconds (currently limited to internal research use - we'll notify when spots open)

We would love your feedback from the PE perspective:

  1. Would this benefit your team?
  2. What essential features are we missing?

Feel free to DM if you are interested in joining as beta users. Your input will be greatly appreciated.