One Platform.Every Relationship.
SmartRoomsXP brings together customer workspaces, account intelligence, AI and collaboration - so your teams can align and grow every strategic account
1-month free access · your own workspace · no credit card
Customer Workspaces
Branded hubs for every account and program
Account Intelligence
Relationship maps, health scores, and risk signals
AI That Understands
Meetings, emails, content, and engagement
Secure & Enterprise-Ready
MFA, role-based access, audit logs and more
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.
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.
Customer Workspaces
Account Intelligence
AI Platform
Customer Engagement Analytics
Upcoming capability
Smart Share
Tracked content sharing for when a full workspace is more than you need — and a path into one when the relationship grows.
Drive Better Outcomes Across Every Strategic Account
Revenue teams use SmartRoomsXP to increase engagement, shorten cycles, and keep executives aligned on the accounts that matter most.
Increase Account Engagement
Accelerate Sales Cycles
Improve Customer Experience
Strengthen Executive Relationships
Map and Close Coverage Gaps
Identify Expansion Opportunities
Improve Account Retention
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 Account Insights with recommended actions
Conversational AI in rooms and globally
Meeting and email thread intelligence
Outreach and campaign copy assistance
Works With Your Existing Revenue Stack
Connect CRM, email, video, content, and collaboration tools to bring customer engagement into one platform.
Built for Enterprise Security
Protect customer workspaces with MFA for external visitors, tenant isolation, encryption in transit, audit logs, and role-based access controls designed for enterprise revenue teams.
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
Ready to try it on your accounts?
Start with 1-month free access. Get a dedicated environment configured for your use case — explore customer workspaces, relationship intelligence, and AI on your own terms.
Start free trial