Branded client portals
Create a private, branded page for every deal. Your prospect gets one link to every document they need.
Share documents, track engagement in real time, and know exactly when to follow up. One platform for every team.
No credit card required. 7-day trial.
Create a private, branded page for every deal. Your prospect gets one link to every document they need.
Group proposals, contracts, case studies, and pricing in a single room. Add section labels to keep things clear.
Run a phased plan or a simple checklist. Add buyer and seller owners, private internal tasks, descriptions, subtasks, dependencies, due dates, relative scheduling, templates, and shared progress. Sellers get reminders and a cross-room dashboard; tasks can sync to Google Calendar or export as .ics.
See which documents were opened, total views, average time, and completion rates, all in one dashboard.
Replace a document and every existing link serves the new version. No need to re-share.
On Pro and Business, start a room-wide conversation or keep a thread on a specific action-plan task, document, URL, embed, or section. Each share link has its own audience; sellers manage conversations from one inbox, while email-verified participants can receive and manage reply notifications.
Embed Loom, YouTube, Vimeo, Wistia, and Vidyard videos right alongside your documents. Recipients watch without leaving the room.
Drop in a Calendly, Cal.com, or SavvyCal embed so recipients can book a meeting directly inside the room.
Embed Typeform, Tally, Google Forms, Jotform, or Fillout surveys. Collect feedback, intake data, and NPS in context.
Embed Figma prototypes, Miro boards, Canva designs, and Whimsical diagrams. Everything your recipient needs in one place.
Embed Google Docs, Sheets, Slides, Notion pages, Pitch decks, Gamma presentations, and more, all viewable inline.
Use approved embed URLs from HummingDeck's supported provider allowlist, including Spotify, Airtable, Guideflow, and Flipsnack. Unsupported providers can still be added as tracked external links.
Add links to external resources (pricing pages, help docs, calendars, portals) and include them alongside your documents in a room.
On Starter, Pro, and Business, recorded clicks on a tracked URL include timing and repeat-activity details. Recipient identity depends on the link and access settings.
Create personalized share links tied to intended recipients, or lead magnet links for broad distribution. Optional email capture is available on Pro and Business.
Build a reusable library of tracked URLs. Organize into folders, add to multiple rooms, and track engagement across all of them.
Upload PDFs, PowerPoint, Word, Excel, or HTML files. Or paste a Google Slides or Google Docs link.
Create a unique link for each intended recipient and review engagement separately for each link, rather than only in aggregate.
Business plans can share links from a custom domain. Build trust and reinforce your brand with every document.
Starter, Pro, and Business plans can set links to expire after a date. Control access to time-sensitive documents automatically.
Starter, Pro, and Business plans can choose whether recipients can download a document or only view it online.
Get an email alert when a qualifying view starts. On Pro and Business, a connected Slack channel can receive a summary after the viewing session ends.
On Starter, Pro, and Business, review time spent on each page and see which sections appear to hold attention.
On Starter, Pro, and Business, use recorded time per section as a signal of what may matter most to your audience.
On Starter, Pro, and Business, track supported links, buttons, and interactive elements inside compatible documents.
See how far recipients read. Identify drop-off points and optimize your content.
On Starter, Pro, and Business, review approximate viewer locations on a world map and look for regional engagement patterns.
Detection signals help filter common Safe Links, Proofpoint, Mimecast, crawler, and preview traffic, reducing automated activity in engagement metrics.
On Pro and Business, review team-wide engagement stats and see which documents and senders are most active.
A chronological feed of recorded engagement events, including views, supported clicks, downloads, and more.
Review interactions associated with a recipient when the link or access flow captures their identity. Activity on open links can remain anonymous.
On Pro and Business, multiple viewer signals on one personal link can suggest that it reached someone else. Review available location and engagement details while treating forwarding and identity as signals, not certainty.
Already have an interactive HTML asset? Upload it, share personal links, and turn it into a trackable mini-landing page.
On Starter, Pro, and Business, review supported button clicks, revisited sections, and recorded navigation through compatible content.
Recipients respond directly inside the viewer. These are workflow responses, not electronic signatures; use a dedicated e-signature workflow when a signature is required. Available on Pro and Business.
When a recipient responds, receive an email alert and, if connected, a Slack notification with available engagement context. Available on Pro and Business.
Recipients can attach a note when responding, giving you their stated reason for accepting, declining, or requesting revisions.
Responses include a timestamp, network and device details, and available engagement context. This record supports workflow visibility; it is not an e-signature certificate.
Organize your team with shared workspaces. Assign roles: owner, admin, or member.
On Pro and Business, sync supported engagement data with Close CRM and review document activity in your deal timeline.
On Pro and Business, send a summary to a connected Slack channel after a viewing session ends. Delivery depends on the viewer's final tracking event.
Keep documents organized with color-coded folders. Find anything in seconds.
On Starter, Pro, and Business, import a CSV of contacts and generate personalized tracking links for each one.
Limit access to approved email addresses or domains. Only permitted addresses can request a verification link, which recipients open from their inbox before viewing. Available on Pro and Business.
On Pro and Business, invite recipients to accept, decline, or request changes. The recorded response is not an electronic signature.
Views in an email-verified session are associated with the address used to enter. This verifies the inbox flow, not the viewer's legal identity. Available on Pro and Business.
Starter, Pro, and Business plans can automatically revoke link access after a set date.
Starter, Pro, and Business plans can disable downloads for supported documents. This does not prevent screenshots or other capture methods.
A layered detection system helps filter common automated scanners and previews so metrics better reflect recipient engagement.
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