PHALANX FOR SALES TEAMS

Measure Interest in Your Case Studies and Customer Stories

Your case study tells a great story. But they're just guesswork without knowing who’s reading it or how much. Phalanx SendTurtle makes your case studies trackable, insightful, and action-ready.

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Track real engagement with your most trusted assets

SendTurtle DeepIQ AI helps you see how buyers interact with your case studies and customer proof points in real time.

  • Page-by-page analytics for your PDF case studies
  • Know who viewed it, how long they stayed, and which parts they skipped
  • Detect if it was shared with other stakeholders
  • Alerts when it’s reopened or reviewed again later

Use for proposal tracking, one-pager insights, or sales deck analytics to build a complete view of buyer interest.

Let your documents work harder

Your best customer stories should generate interest, not silence. SendTurtle turns every case study you send into an intelligent signal.

  • Upload and share any case study in PDF format
  • Replace documents without breaking the share link
  • Send via private, branded, no-login links
  • Combine multiple files into a .zip folder if needed

Great for B2B proof decks, vertical use cases, or industry-specific wins.

Frequently Asked Questions

Do I get per-page data on my case studies?

Yes, with SendTurtle Pro and DeepIQ AI, you’ll see page-by-page view duration and heatmaps.

Will I know if the file is forwarded to someone else?

Yes, you’ll be alerted when a new viewer opens your link.

Can I update a case study after sending it?

You will need to generate a new link when you change your deck. 

Is this feature available for free users?

No, engagement analytics require a Pro plan. Free users can still send case studies securely and see when they are opened and by whom.

Is PDF the only format that supports analytics?

DeepIQ works with PDFs, PPTs, Documents, and more. 

Is this secure enough for confidential case studies?

Yes, files are encrypted and fully access-controlled.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.