One branded room for every customer — from first quote to renewal.
Built-in quoting, RFP builder, HubSpot pipeline, and a digital sales room that turns into the customer portal the moment you win the deal. No more PDF chains, no more lost links, no more "where did we leave off?"
38%
Faster close
2.4×
Quote-to-sign velocity
0
Tools to bolt on
Sales Room
Cobalt Tooling · Managed Services Proposal
The lifecycle
One URL. Four stages. Zero context loss.
Most MSPs hand off four different tools across pre-sale, signing, onboarding, and support. Corei collapses them into one room that evolves with the customer.
01
Pipeline
HubSpot deal moves a stage — the room is spun up automatically.
02
RFP & quote
Respond to RFPs with reusable answer libraries. Quote from delivery-proven templates.
03
Sign
E-signature, MSA, and DPA live in the same room. Audit trail attached to the deal.
04
Becomes the portal
On close, the sales room reskins into the customer portal — no migration, same URL.
Win the deal
Quoting and RFP response, in the same room as the buyer.
Stop building quotes in spreadsheets, RFP responses in Word, and proposals in a third tool. Corei ships a quoting engine and an RFP builder that share your delivery catalog, your pricing rules, and your win history.
Quoting tool
Bundle managed services, projects, and hardware. Approval routes, margin guardrails, and version history baked in.
RFP builder
Answer library learns from every prior response. Corei drafts the first pass; your team edits the last 20%.
Send as a room, not a PDF
Buyers open one branded URL. You see who viewed what, for how long, and where they hesitated.
E-sign and MSA in place
Signature, MSA, and DPA all live in the room. No DocuSign re-link, no separate audit trail.
Quote · v3
Cobalt Tooling — Managed Services
Redlines without the back-and-forth
Term changes are handled in the room — and routed to the right approver automatically.
When a buyer asks for a discount, a custom SLA, an indemnity carve-out, or a payment-term shift, your rep doesn't have to chase Legal in Slack or wait on the CFO between meetings. Corei captures the requested change in the sales room, classifies it, and routes it to the approver who owns that lever — with full context attached.
Capture redlines in context
Buyers comment on the exact clause, quote line, or SOW section. Every change request lives on the artifact it touches — no parallel email thread.
Smart routing to leadership
Pricing concessions go to Sales leadership, MSA edits to Legal, scope shifts to Delivery, payment terms to Finance. Routing rules ship preset and tune to your org.
Guardrails and thresholds
Auto-approve inside policy (e.g., ≤8% discount, Net-30). Anything beyond escalates with the dollar impact, margin delta, and precedent already attached.
Rep stays out of the middle
Approvers respond in-room or via email. The buyer sees a clean, single source of truth — the rep keeps selling instead of relaying messages.
Change Requests · SOW v3
Cobalt Tooling · 2 open redlines
Buyer · Marlow Vega
PendingRequesting 12% discount on Year 1
Buyer · K. Ortiz (Legal)
ApprovedCap mutual indemnity at 12 mo fees
Buyer · CFO office
PendingNet-45 instead of Net-30
Keep the customer
The sales room becomes the customer portal — same URL, no migration.
The moment a customer signs, the room reskins. Quote and RFP artifacts move to an archive tab. Tickets, projects, invoices, documents, and QBR insights take their place. Stakeholders keep the bookmark they already trust.
Zero-handoff close
Onboarding plan, asset inventory, and contact map carry across from the sales room automatically.
Full service surface
Tickets, projects, scheduled work, invoices, and documents — all in one portal, branded to you.
Stakeholder visibility
Role-based views so executives see QBR insights and IT contacts see ticket detail.
Enterprise-ready access
SSO, granular permissions, and a full audit trail per customer org.
Customer Portal
Cobalt Tooling · Active
Open tickets
INC-48211
VPN slowness — Denver office
INC-48196
New hire onboarding — M. Vega
INC-48144
Backup verification report
Pipeline that actually reflects reality
Native HubSpot integration — deals, contacts, and stages stay in lockstep.
Corei writes to HubSpot the way your CRM-led team expects. Deal stage advances when the buyer signs in the room. Contacts sync both ways. Engagement signals from the sales room land on the deal timeline so AEs walk into every call informed.
Bi-directional sync
Companies, contacts, deals, and line items mirror between Corei and HubSpot — conflict rules included.
Buyer engagement on the timeline
Every view, comment, and signature lands on the HubSpot deal as a structured event.
Stage automation
Sales room milestones move HubSpot stages. No more 'forgot to update the CRM.'
Scoped, auditable access
Per-portal HubSpot credentials, full audit log, granular field mapping.
HubSpot · Deal #20481
Discovery
Proposal
Negotiation
Closed Won
3 stakeholders viewed SOW v3
11 views this week · from sales room
MSA opened by Marlow Vega
signature pending
Line items synced to HubSpot
$148,200 / yr · 4 items
Next stage trigger
On signature → Closed Won + spin up portal
Outcomes
What this changes for the revenue team.
38%
Faster sales cycles
Cobalt Tooling, 4 quarters
2.4×
Quote-to-sign velocity
vs. PDF + DocuSign baseline
92%
Portal adoption
Stakeholders logging in monthly
$0
Bolt-on cost
Quoting, e-sign, portal, RFP all included
The honest comparison
Stop paying for four tools to do one job.
| Capability | Stitched stack | Corei Sales Room |
|---|---|---|
| Quoting | Spreadsheet + PDF export | Native engine with margin guardrails |
| RFP response | Word doc, copy-paste from past wins | Answer library + Corei first draft |
| Signature | DocuSign re-link to deal | Built-in, audit trail attached to room |
| Redlines & term changes | Slack pings to Legal, CFO email chains, rep relays messages | Captured in-room, auto-routed to the right approver with guardrails |
| Buyer engagement | Email open rates, maybe | Per-stakeholder, per-document analytics |
| Handoff to delivery | New tool, new logins, new context | Same room reskins to portal |
| Customer portal | Separate product, separate URL | Continuous from day one |
| HubSpot sync | Manual stage updates | Bi-directional, milestone-driven |
Questions
What buyers ask before they switch.
Does the sales room really become the customer portal automatically?
Yes. On signature, the room reskins to portal mode. Quote and RFP artifacts move to an archive tab; tickets, projects, invoices, and documents take their place. The URL, branding, and stakeholder list carry over.
How does the HubSpot integration handle conflicts?
Bi-directional sync with deterministic conflict rules per object. You choose which system wins per field (e.g., HubSpot owns deal stage, Corei owns line items). Every sync event is logged.
Can the quoting tool enforce margin and approval rules?
Yes — minimum-margin guardrails, role-based approval routes, and version history are built in. Approvals fire in-app and to email; everything stays on the deal.
Do customers need a separate login for the portal?
No. Stakeholders use the same magic link or SSO they used in the sales room. Role-based views control who sees QBR insights vs. ticket detail.
Does this replace HubSpot or ConnectWise PSA?
Neither. The sales room sits in front of HubSpot for deal motion and writes back to ConnectWise PSA on close — so service delivery starts in your existing system of record.
How are redlines and term changes handled without slowing the deal?
Buyers leave change requests directly on the clause, quote line, or SOW section. Corei classifies the ask (price, legal, scope, payment terms) and routes it to the right leader — Sales VP, Legal, Delivery, or Finance — with the financial impact and policy guardrails attached. Anything inside policy auto-approves; anything outside escalates with one click. The rep is never the messenger.
See the room in action
Watch a deal go from RFP to portal in ten minutes.
We'll spin up a sample room with your branding, walk the quoting and HubSpot sync live, then show the close-and-flip into a customer portal.