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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

Sales Engagement

TakeTurns helps sales teams elevate the customer experience. It complements your CRM by creating one place for prospect engagement: exchange/review sales documents, communicate, and track everything over the entire sales cycle.

It all starts with a TakeTurns Flow™

Invite your customer to a secure workspace

Customers or prospects join your Flow without having to sign up, they just verify their email. Since only invitees get access, you maintain confidentiality. Also, when you need to add more participants—sales ops, presales, legal—add them. There’s no additional cost.

Create collaboration in TakeTurns

Share and collaborate on sales documents

You and your prospect work together on deal-critical documents—mutual success plans, sales proposals, agreements. Flows are asynchronous; each team works at its own pace and is notified of updates.

Create collaboration in TakeTurns

Communicate in context

Use rich text notes and the built-in chat to communicate with your participants without having to resort to email. The built-in chat keeps all the questions and comments with the files helping keep everyone on the same page.

Create collaboration in TakeTurns

Track the progress of your sales engagement

You and your sales manager get a big picture view of what’s going on. See a complete timeline of each opportunity—including documents, requests, messages—and assess level of prospect engagement.

Create collaboration in TakeTurns

See your team’s activity in one place

Monitor your team’s ongoing sales 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