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
- CRM with deal tracking (similar to HubSpot/Affinity)
- 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)
- 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:
- Would this benefit your team?
- 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.