Your CRM only paints half the picture
Combine buyer insights from GetAccept Digital Sales Rooms with your CRM data. The result? A 360-degree view of your buying-selling journey.
Enhance the power of your CRM
Win more with less admin work
Create, share, and track documents at any stage of your buying-selling journey within your CRM. Save time and reduce manual data entry using merge tags and 2-way sync.
Easily create dynamic quotes
Automatically create eye-catching, modern proposals and contracts in seconds using your CRM product data — regardless of quote complexity.
Increase CRM adoption
GetAccept gives reps more functionality, features, and value that allows them to do more, and complete more of the sales process, directly from within the CRM.
We are the #1 Digital Sales Room and category leaders
Create documents from within your CRM
Deal Rooms, proposals, contracts — you name it. You can create them all without ever leaving your CRM. Simply select a pre-made template, add any personalization elements, and share it with your buyers.
“GetAccept is 100% integrated into Salesforce. With this integration, my sales team can now create and send quotes directly from Salesforce with all the data from the account and the opportunity.”
Flexible and easy quoting for complex products
Instantly create good-looking, effective proposals and contracts using your CRM product data, regardless of quote complexity or customizations.
“Previously, I have to review and revise every single quote. But now, only one out of ten times needs my approval and revision. It’s a 9x faster quoting process for my team”
Real-time insights all in one place
Get instant updates when buyers view your proposals, invite new stakeholders, or sign a contract. Then leverage these insights to identify hidden decision-makers, quickly pivot strategies, and win more deals.
“GetAccept allows me to map out the buying journey together with the prospect with a MAP and take multithreading to the level.”
Enjoy accurate pipeline forecasting
Let auto-updates change deal stages in your CRM based on the progress of GetAccept Mutual Action Plans and collected signatures. This gives reps relief from manual admin tasks and provides you with a full insight into your sales performance and where you need to act.
"Thanks to GetAccept, we now have better control over the proposal documents their reps are sending out, proposal creation is up to 70% quicker, and it’s easy to keep track of key data and metrics relating to their deals.”
Keep your CRM as your single source of truth
GetAccept integrates seamlessly into your CRM, allowing you to automatically sync and save signed documents, buyer interactions, and details about reps' performance. Ultimately, it's easy to maintain good data hygiene and integrity.
“We’ve managed to save over 10 hours of admin work per week thanks to the GetAccept Automation between HubSpot and Chargebee. It creates recurring revenue we enjoy continuously."
GetAccept integrates with your tech stack
Use the full potential of a digital sales room straight from your CRM, and connect your favorite tools to automate your whole sales process.
Our champions of change
We support our customers throughout their digital transformation journey. Meet our customers who are growing with us and learn about their use cases.
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In use
Salesforce integration
Digital Sales Room
+100 %
increase in win rate with help from GetAccept
2 x
revenue growth from Q2 to Q3 after changing to GetAccept
-
In use
GetAccept Automations
Proposals & quotes
-70 %
reduction in proposal creation time
14 hrs
saved per month
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In use
HubSpot integration
GetAccept Automations
-10 to 11 hrs
The customer billing information is automatically synced to HubSpot and Chargebee after the contract is signed, removing 10-11 hours of manual work for the sales team.
-
In use
Pipedrive integration
Proposals & quotes
75 %
faster, error-free contract generation
The go-to platform for revenue teams
Frustrated by fluctuating monthly sales performance? Track your sales performance using Mutual Action Plan and CRM data, identify roadblocks proactively, and replicate the success of your top performers by streamlining your sales process with proposal templates and sales content management.
Buyer data and deal progresses are not updated in your CRM? Don’t waste your time on manually data cleaning and CRM organization. Leverage GetAccept automations and merge tags to keep your CRM single source of truth.
Want to stand out from the competition? Find your sales assets instantly and build a personalized microsite to create a unique experience for each buyer. Understand the true intent of the different stakeholders to move the deal forward.
The go-to platform for revenue teams
Frustrated by fluctuating monthly sales performance? Track your sales performance using Mutual Action Plan and CRM data, identify roadblocks proactively, and replicate the success of your top performers by streamlining your sales process with proposal templates and sales content management.
Buyer data and deal progresses are not updated in your CRM? Don’t waste your time on manually data cleaning and CRM organization. Leverage GetAccept automations and merge tags to keep your CRM single source of truth.
Want to stand out from the competition? Find your sales assets instantly and build a personalized microsite to create a unique experience for each buyer. Understand the true intent of the different stakeholders to move the deal forward.
Flexible, customizable, and quick to bring value
There's no coding required when connecting GetAccept to your CRM. Talk to us and find out how you can get started quickly with no technical hurdles.
Want to know more about integrating Digital Sales Rooms with your CRM?
Automations to and from your Digital Sales Room | GetAccept
Eliminate time-consuming manual tasks and improve sales efficiency with workflow automation that easily connects with your CRM and ERP systems.
CRM Integration Tools & Software | Sales Data Integration
Easily track and manage your customer relation performance with our CRM Integration Tools and Software. Fill out a form to start your free trial today!
The Fastest & Easiest eSignature API on the Market
GetAccepts APIs give you the flexibility & control you need to scale from simple eSignature integrations to complex enterprise applications. Try a demo!