PHALANX FOR SALES TEAMS

Follow Up Smarter with Visibility into Document Activity

Phalanx SendTurtle helps you eliminate guesswork by showing how your documents are received and read. Instead of following up blindly, you follow up based on engagement.

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See what happens after you hit send

With SendTurtle DeepIQ AI, every sales document you share becomes a source of insight. Know who opened it, when they did, and how they interacted with the content.

  • Real-time open alerts and download tracking
  • View heatmaps and time spent per page
  • Detect forwards, revisits, and drop-off points
  • One document per send, zip multiple files if needed

Pair with proposal analytics, pitch deck tracking, or case study insights to improve timing and relevance.

Turn activity into action

Follow-up isn’t just about timing. It’s about context. SendTurtle helps you focus on the leads that are most engaged and ready to move.

  • Send files with a secure, no-login link
  • Replace content mid-cycle without changing the link
  • Use insights to prioritize accounts and personalize outreach
  • DeepIQ is available for PDFs on Pro plans only

Perfect for sales teams who want to move faster and waste less time.

Frequently Asked Questions

How do I know when someone opens my document?

You will receive an instant alert on email when a document is opened, including device type and viewer location.

Can I tell which pages were viewed and for how long?

Yes, page-level engagement data is provided through DeepIQ (SendTurtle Pro only).

Does Phalanx work with non-PDF files?

Yes, you can send other formats. PPTs, PDFs, and Documents support analytics.

Can I send multiple documents in one link?

No, currently only one file per send is supported. You can zip multiple documents before uploading.

Is this feature available to free users?

Free users can send documents securely and track who viewed them, but analytics require a SendTurtle Pro plan.

Is file activity tracked if someone shares the link?

Yes, new viewers and repeat visits are automatically logged.

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.