Deal Room: Engage Smarter, Respond Faster

Research Customers
Prepare for a Meeting
Position Company and Product
Fighting Guides against Competitors
Follow Company's Sales Process
Think about the Next Best Action

Research Customers

Customer Research Agent compresses days of Googling into 5 minutes
Living customer backgrounder with strategy, product lines, and buying centers

Gives every caller a sale-specific, board-level view of the account in ~5 min instead of days of research

The Deal Acceleration Agents

ept AI Agents work while you sleep to increase the quality of every customer interaction.

AI-Powered Deal Flow

From initial research to close, using our template or your custom process

Create

Pick Customer, Product, Use case → Deal Room auto-generates.

Enrich

Drag in docs, forward emails, connect you CRM; agents populate the timeline with key signals.

Collaborate

Co-pilot recommends next moves and flags blockers.

Coach

Real-time kill-sheet benchmarks vs. competitors.

Close

AI crafts exec summary and champion slide content.

Seamless Integrations

Connect with your existing sales tools in hours, not months

Salesforce
SalesforcePull companies, contacts, opportunities, notes, emails and other content directly to your deal rooms
HubSpot Sales Hub
HubSpot Sales HubPull companies, contacts, opportunities, notes, emails and other content directly to your deal rooms
Seismic
SeismicDistributor portal data and access
Highspot
HighspotDistributor portal data and access

AI-Powered Sales Edge for Distributors

Give your channel the knowledge, confidence, and speed to win

ept AI turns every distributor rep into a product expert -- delivering instant answers, competitive talking points, and ready-to-send sales content, all grounded in your own datasheets, KBs, and catalogs.

Question

"What's the key difference between our sensor and the competitor for this use case?"

AI Response

"Our MEMS sensor draws 30% less current and has 2x faster wake-to-measure latency—ideal for battery HVAC control."

Your Competitors Won’t Wait 90 Days

  1. Day 1
    First deal rooms created, background research already providing new insights.

    Your next meeting levarages new insights

  2. Week 1
    Data in the deal room: forwarded emails, uploaded files, shared info with the AI.

    Deal Room AI helping with meeting prep and email drafting.

  3. Month 1
    You're in the deal room every day, pushing forward deals faster and with more confidence.

    More pipeline, more customer activity, and deeper customer relationships.

Ask ept AI

Try ept AI with a real sales question

Transform your sales team with AI-powered deal intelligence.

Book a personalized demo to see the Deal Room in action with your data.