Technical evaluations

Win the pilot on the criteria

Capture every success criterion, make sure each one has an owner, and share a live scorecard with the customer from kickoff to decision.

Plays automatically · click any segment to jump · pause anytime · illustrative data

What changes

Before

Criteria in an email nobody tracks

With Deal Room

Every criterion captured and owned

Before

Surprises at the final review

With Deal Room

Progress visible every week

Before

Engineers pulled in too late

With Deal Room

Right engineers assigned on day one

Each success criterion linked to tasks and owners.

A live view both sides trust.

Benchmarks and docs attached to each criterion.

AI Agents

Sources on every answer

Every fact links back to the meeting, message or ticket it came from.

Humans approve what matters

Customer messages, CRM changes and access requests wait for approval.

Permissions you already have

People and agents only see what their tool permissions allow.

A full audit trail

Every agent action is logged with who approved it and why.

See how Deal Room handles related workflows — each with its own live demo.