PHALANX FOR SALES TEAMS

Get Real-Time Alerts When Decision-Makers Open Your Documents

Speed matters. With Phalanx SendTurtle, you’ll know the moment someone opens your sales document, so you can follow up when interest is high and timing is right.

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Stay one step ahead of your deal

SendTurtle DeepIQ gives you instant visibility into document opens, no matter who the recipient is. Know when a proposal or pitch deck lands with the decision-maker, not just someone on their team.

  • Real-time open notifications with viewer metadata
  • Detect when a new stakeholder views the document
  • See how long they engaged and which sections they viewed
  • Act fast on high-intent moments while competitors wait

Combine with proposal tracking, deck insights, or document heatmaps to map engagement across the buying team.

Follow up with perfect timing, not blind guessing

When your doc gets viewed by the decision-maker at 10:42am, your follow-up at 10:45 feels helpful, not desperate.

  • Works with PDFs and large decks (PPTX, Keynote)
  • Send single files via secure links, no login or signup required
  • One file per send (zip it if needed)
  • DeepIQ analytics are available on Pro plans only

Sales teams love using Phalanx for high-stakes assets: pricing sheets, legal docs, NDAs, or investment decks.

Frequently Asked Questions

Do I get notified every time someone opens a file?

Yes, you’ll receive an alert with open time, device type, and location (SendTurtle Pro only).

Can I tell who opened the file if it was forwarded?

Yes, new viewers are identified as unique sessions, even if the same link is used.

Can I track document views on the free plan?

Yes, but you are limited to only seeing when your document was opened and by who. However, you cannot see deeper analytics like page view data and heatmaps unless you sign up for SendTurtle Pro.

Is this available for all file types?

Engagement tracking is available only for supported formats, like PDFs. Other files can still be shared securely.

Can I upload more than one file at a time?

SendTurtle Pro lets you zip multiple files before uploading.

Is the data secure?

Yes, all files are encrypted and stored with compliance-grade protection.

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.