PHALANX FOR CUSTOMER SUCCESS & ACCOUNT MANAGEMENT

Share Customer Playbooks with Real-Time View Analytics

Customer playbooks are essential for scaling success. Phalanx SendTurtle helps you track which parts of your playbook are read, skipped, or revisited so you can personalize onboarding and reduce churn.

Start for free

Make every customer playbook measurable

Instead of wondering if your playbook was useful, SendTurtle shows you how each section performs. Understand customer intent, alignment, and knowledge gaps, all from file-level insights.

  • Page-by-page engagement tracking for PDFs, Word documents and slides
  • Real-time alerts on opens, revisits, and downloads
  • Detect which sections get the most attention
  • Identify drop-offs to adjust onboarding flows

Use this with onboarding documents, training materials, or new user guides for smarter coaching.

Turn static playbooks into actionable signals

CS teams can use viewer insights to coach accounts better, schedule time for follow-ups, and highlight value. Playbooks are no longer passive PDFs, they’re data-rich tools.

  • Secure, branded links with no login needed for recipients
  • Know if an account reopens the playbook weeks later
  • Swap in new versions without changing the link
  • Insights available for PDFs, Word documents and slides 

Also ideal for success plan templates, customer journey maps, or custom onboarding kits.

Frequently Asked Questions

Will I know which section of the playbook was viewed?

Yes, SendTurtle provides per-page engagement insights, including views, clicks, and time-on-page analytics.

Can I see if the playbook was opened multiple times?

Yes, revisits and total open counts are tracked and timestamped.

Can I use this for playbooks with images and diagrams?

Yes, all visual and content elements are included in tracking as long as they’re on a PDF, Word document, spreadsheet or slide.

Is this available on the free version?

No, Viewer analytics require a Pro subscription.

Automation meets document intelligence

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

Start for free
Scroll to Top

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.