Close More Deals.
Pima helps you close deals faster by allowing customers self-serve access to security and compliance documentation. It's a win-win—clients receive the information they need immediately, and your team is freed up to close more deals.
Pima provides centralized storage for your company's important security and compliance documents. No more emailing another department to confirm you have the latest version of a document (NDAs, DPAs, SOC2 reports, etc.)—everything can be added and tracked right in Pima.
Use Pima to engage with prospects at the right time for your sales enablement strategy. Set Pima to notify your sales team when a document is viewed. Improve CRM and gain valuable repeat clients by using in-app analytics to track which prospects have viewed which documents, and when.
Use Pima to engage with prospects at the right time for your sales enablement strategy. Set Pima to notify your sales team when a document is viewed or when an agreement is signed. With Pima, your leads spend less time in the procurement phase of your pipeline.
Self-served or Full control
Fully automate the process of sharing confidential documents and agreements with your customers or chose to manually approve each one.
Use Pima to share and track Agreements with your prospects and customers before sending confidential documents to them. Pima guarantees a legally binding signed Agreement stored and tracked within Pima.
Slack & Zapier - Get notified on your usual tools when someone requests a document or signs an agreement. Automatically export signed agreements to Box, Dropbox, Salesforce, or any of your favorite tools.
Every document shared is watermarked with the requester's information, including company name, email address, and timestamp.