Built for agenciesCreative, marketing, web, and consulting teams.
Pitch deck tracking for agency new-business decks.
When a deck gets forwarded, feedback gets vague. TeamlyApp helps agencies track deck opens with timeline + per-viewer signals so you can follow up at the right moment while keeping delivery clean through a client portal.
- Timeline view of opens and activity for your deck
- Per-viewer signals to spot active stakeholders
- Client portal for sharing with password + expiry controls
- Export PDFs anytime to share internally or archive
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
Best used after you already have a proposal flow
A secondary workflow for agencies that also send decks during new business and strategy reviews.
New business decks
Know when a prospect reopens before a meeting.
Case study decks
Send proof and track who engages.
Strategy decks
Keep delivery polished when multiple stakeholders review.
Handoffs
Export a PDF for the team and client archive.
Tip for higher close rates
Use tracking signals to follow up with context instead of sending another generic “just checking in” email.
Built for agency new business
Send proposals fast, keep delivery polished, and follow up using real buyer signals.
Looks premium by default
Templates + brand kit help your proposals and SOWs match how you present your agency.
Proposal-to-SOW handoff
Move accepted work into a cleaner approval and record-keeping flow without losing context.
Pitch deck tracking FAQ
Can TeamlyApp track pitch deck views?
Yes. You can see opens and activity in a timeline and track engagement per viewer, helping you follow up based on signals.
Do clients need an account to view?
No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
How do approvals work?
Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
Can I export a PDF for my records?
Yes. TeamlyApp is export-first: export PDFs anytime so your work is always portable.
Will this replace my CRM or project tool?
No. TeamlyApp is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.
Create your agency workspace
Start with proposal tracking, branded portals, templates, alerts, and team controls.