A deal room inside your CRM, not 12 browser tabs.
Files, video clips, pricing tables, sticky notes, stakeholder maps, checklists, the conversation timeline, every element of a live deal, all on one inline-editable canvas. The mental overhead of reassembling deal context every time you reopen the file disappears.
The tab-switching tax is invisible until you stop paying it.
Every active consulting deal is scattered across at least eight surfaces. The proposal is in Drive. The discovery transcript is in Fireflies. The internal stakeholder notes are in Notion. The pricing variants are in a Google Sheet. The signed scope is in DocuSign. The Slack thread with the buyer’s champion is in Slack. The deal record itself is in the CRM.
Every time you reopen the deal, you rebuild the context. Every handoff to a colleague costs 15 minutes of explaining where things live. Every renewal conversation starts with archaeology. The Deal Room ends that.
What lives inline.
Files, versioned
Proposals, scope docs, presentations, signed contracts. Files live in Drive or Notion or directly in Nynch, the Deal Room shows them in context with version history.
Video clips with transcripts
Discovery calls, working sessions, executive briefings. Embedded with searchable transcript. Click any moment in the transcript to jump to the video.
Live pricing tables
Editable tables for scope variations, phase pricing, optional add-ons. Update once; every reference (proposal export, deal value, forecast) updates automatically.
Sticky notes with provenance
The CFO’s objection from Tuesday’s call. The COO’s budget timing concern. Each sticky note links back to the conversation it came from, no “wait, who said this?”
Stakeholder map
Champions, blockers, economic buyers, technical evaluators. Per methodology: Whale Hunting, Sandler, BuyerSphere, Power Base, FIELDS overlays.
Conversation timeline
Every interaction from intro to projected close, as a horizontal time-bar. Click any node to see the email thread, transcript, or share event behind it. The answer to “what’s happened on this deal?” in two seconds.
Buyer-shareable when you want it. Internal when you don’t.
Most of the Deal Room is internal, sticky notes, stakeholder reads, sales psychology, your Fear Matrix plot. But specific elements share cleanly with the buyer via secure link: the proposal, the pricing table, the project plan. Buyers see a clean branded view of just what you’ve shared. View tracking shows you what they opened, when, and how long they spent.
The result is a single source of truth that’s simultaneously your operating canvas and the buyer-facing artefact, without you having to maintain two copies.
For relationship-led businesses.
Renewal conversations stop being archaeology
The renewal conversation that used to start with two hours of digging through emails and Drive folders now starts with the Deal Room already loaded.
Five clients, five Deal Rooms
Each client engagement has its own Deal Room with its own files, videos, sticky notes. Switching between clients no longer requires switching between five different file systems.
Account team handovers in 5 minutes
When an account lead leaves or hands a client over, the new lead opens the Deal Room and has 90% of the context. The remaining 10% is a 30-minute conversation, not a week of reconstruction.
See a Deal Room on a real deal.
Book a 30-minute walkthrough. We’ll set up a Deal Room on a sample of your active deals so you can see the canvas with real content, not a demo dataset.