50%
Faster Onboarding
Zero
Context Loss
1 Click
Portal → Deal Room
20%
Lower Churn
Deal Room Demo Video Placeholder
The Sales-to-CS Handoff Is Broken
You close the deal, then everything falls apart. Nocean fixes this.
Traditional Handoff
- •Sales uses one tool, CS uses another
- •Email chains to explain what customer needs
- •Customer repeats themselves to CS team
- •Scattered docs in Slack, email, Google Drive
- •All context from sales is lost
Nocean Deal Room
- •One workspace for sales AND customer success
- •One click transforms portal to deal room
- •Customer already familiar with the interface
- •All docs, tasks, messages in one place
- •Zero context loss - everything preserved
How Deal Rooms Work
Transform your sales portal in one click
Win the Deal
Mark deal as won in your CRM. Celebrate! 🎉
Click "Convert to Deal Room"
One button transforms your portal into a collaborative workspace
Start Collaborating
Add CS team, create tasks, share docs, onboard customer seamlessly
Everything You Need for Customer Success
Built-in collaboration tools for onboarding and ongoing success
Task Management
Create onboarding checklists, assign tasks to team members and customers. Track progress in real-time.
- • Custom task templates
- • Due dates and reminders
- • Task dependencies
- • Progress tracking
Built-in Messaging
Chat directly in the deal room. No more switching between Slack, email, and your CS tool.
- • Real-time messaging
- • Threaded conversations
- • @mentions
- • File sharing
Document Hub
Centralized repository for all customer docs. Contracts, SOWs, training materials, QBR decks.
- • Organized folders
- • Version control
- • Access permissions
- • Download tracking
Meeting Scheduler
Embed calendars for kickoffs, check-ins, and QBRs. Connect Zoom, Google Meet, or Teams.
- • Calendar integration
- • Meeting recordings
- • Agenda templates
- • Meeting notes
File Uploads
Customers can upload files directly. No more "Please send that document via email"
- • Drag & drop uploads
- • Large file support
- • Upload notifications
- • Organized by folder
Access Control
Control who sees what. Different permissions for internal team vs. customer stakeholders.
- • Role-based permissions
- • Private sections
- • Guest access
- • Audit logs
Deal Rooms for Every Stage
Customer Onboarding
Seamless handoff from sales. Kickoff meeting agenda, implementation plan, training schedule, go-live checklist.
- ✓ Welcome & kickoff materials
- ✓ Onboarding task checklist
- ✓ Training videos & docs
- ✓ Implementation timeline
Quarterly Business Reviews
Prepare and share QBR decks, review usage metrics, discuss expansion opportunities, plan next quarter.
- ✓ QBR deck preparation
- ✓ Usage & ROI metrics
- ✓ Success stories
- ✓ Expansion proposals
Renewal Management
Renewal timeline, contract details, success recap, updated pricing, expansion options.
- ✓ Renewal timeline & milestones
- ✓ Contract & pricing updates
- ✓ Success metrics review
- ✓ Upsell opportunities
Ongoing Collaboration
Single source of truth for customer relationship. Product updates, support tickets, training, roadmap previews.
- ✓ Product update announcements
- ✓ Support ticket tracking
- ✓ Training & certification
- ✓ Roadmap sneak peeks