SmartRoomsXP
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AI-Powered Customer Engagement Platform

One Platform.Every Relationship.

SmartRoomsXP brings together customer workspaces, account intelligence, AI and collaboration - so your teams can align and grow every strategic account

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1-month free access · your own workspace · no credit card

AI That Understands

Meetings, emails, content, and engagement

Account Intelligence

Relationship maps, health scores, and risk signals

Secure & Enterprise-Ready

MFA, role-based access, audit logs and more

Works With Your Stack

Salesforce, HubSpot, email, meetings, and more

Platform Overview

Modern B2B Teams Are Working Across Too Many Systems

Customer engagement data is scattered across CRMs, emails, meetings, content repositories, and collaboration tools. Teams struggle to understand account activity, map the buying committee, coordinate internal coverage, and align on next steps across stakeholders.

Fragmented Tech Stack Illustration

The result

  • Fragmented Customer Experience
  • No Visibility Into Engagement
  • Gaps in Stakeholder Coverage
  • Missed Expansion Opportunities

A Single Platform for Account Growth

SmartRoomsXP brings together customer workspaces, account intelligence, AI, collaboration, and engagement analytics into one unified platform.

Four Pillar Platform Diagram
Customer Workspaces
Secure, branded workspaces for every customer relationship — from opportunities and onboarding to partners and executive reviews.
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Account Intelligence
A complete view of every account — stakeholders, meetings, email, engagement, tasks, and mutual plans in one intelligent hub.
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AI Platform
Six AI agents continuously understand customer context, reason across signals, and assist teams throughout the platform.
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Customer Engagement Analytics
Measure how customers engage across content, rooms, and stakeholders — paired with AI-generated summaries.
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Drive Better Outcomes Across Every Strategic Account

  • Increase Account Engagement
  • Accelerate Sales Cycles
  • Improve Customer Experience
  • Strengthen Executive Relationships
  • Map and Close Coverage Gaps
  • Identify Expansion Opportunities
  • Improve Account Retention
Business Outcomes Dashboard

AI That Understands Your Accounts

Leverage AI-powered insights to uncover engagement trends, analyze stakeholder coverage, summarize meeting activity, and recommend next steps grounded in your account and room data.

AI Insights Dashboard
  • AI Account Insights with recommended actions
  • Conversational AI in rooms and globally
  • Meeting and email thread intelligence
  • Outreach and campaign copy assistance
Explore AI Features

Works With Your Existing Revenue Stack

Connect CRM, email, video, content, and collaboration tools to bring buyer engagement into one platform.

CRMEmail & CalendarVideoContentDesignCollaborationMore coming soon
Integration Ecosystem Graphic

View all integrations →

Built for Enterprise Security

  • Room & Share-Link MFA for external visitors
  • Tenant Isolation
  • Encryption in Transit & Secure Cloud Storage
  • Audit Logs with CSV Export
  • Role-Based Access Control
  • Secure CRM OAuth Access
Security & Compliance Illustration
View Security Overview

Ready to try it on your accounts?

Start with 1-month free access. Get a dedicated environment configured for your use case — explore Digital Sales Rooms, relationship intelligence, and AI on your own terms.

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