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Introducing the all-new TakeTurns
We’re thrilled to introduce the all-new TakeTurns. It’s our first major release since launch. It’s the result of feedback we received from our awesome user base. We think this update makes TakeTurns the safest, easiest way to work with people outside your organization.
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TakeTurns for

Presales Delivery

TakeTurns helps presales teams elevate the customer experience. Replace those hundreds of emails and attachments with a single TakeTurns flow. It’s one place to share documents and requests so you and your customer can keep track of everything.

It all starts with a TakeTurns Flow™

Invite each prospect to a secure workspace

Create a dedicated Flow for each of your presales projects; no sign up needed, prospects just verify their email.  Since only invitees have access, you maintain a high degree of confidentiality fostering trust building.

Create collaboration in TakeTurns

Share and collaborate on presales documents

Deepen your understanding of your prospect’s needs by collaborating on presales documents—project requirements, POCs, go-live plans.  Flows are asynchronous; each team works at its own pace and is notified of updates.

Create collaboration in TakeTurns

Improve prospect engagement

Overlooked emails prevent engagement. Use TakeTurn to request reviews and documents, discuss issues, and track deadlines. Since it’s all in one place it’s easy to keep prospects involved and accountable.

Create collaboration in TakeTurns

Track your progress

You and your sales team get a big picture of what’s going on. See a complete timeline of all exchanged documents, revisions and messages. Transparency enables your team to  assess prospect commitment levels and refine forecasts.

Create collaboration in TakeTurns

See your team’s activity in one place

Monitor your team’s ongoing presales engagements: view status, bottlenecks, and timelines. Additionally, identify less engaged prospects to help your team prioritize their efforts.

Create collaboration in TakeTurns

Get started today