PHALANX FOR SALES TEAMS

Identify Buying Intent Through Document Engagement Signals

Phalanx SendTurtle gives you visibility into how buyers interact with your files so you can qualify leads based on behavior, not just email replies.

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Spot real intent before they reply

Every document you send becomes a window into buyer behavior with SendTurtle DeepIQ.

  • Track repeated views, reopens, and time on page
  • Know if a file was shared internally or ignored
  • Prioritize based on how and when people engage
  • Send only one file per link — zip folders if needed

Use alongside proposal analytics, one-pager insights, or pitch deck tracking to strengthen your outbound strategy.

Let your documents qualify your leads

Know who’s reading, how they’re reading, and how often. Use that data to sort high-intent accounts from cold ones.

  • DeepIQ is available for PDF and Word formats
  • Secure sharing without passwords or downloads
  • See heatmaps, drop-offs, and viewer paths over time
  • Available on Phalanx Pro only

This is especially useful for BDRs, sales reps, or founders qualifying leads across complex accounts.

Frequently Asked Questions

How do I track intent using Phalanx?

SendTurtle DeepIQ shows who opened the document, which pages they viewed, how long they spent, and whether they revisited it.

Can I tell if a file was forwarded?

Yes, each new viewer is logged separately.

Is this available to free users?

DeepIQ Document intelligence is available on SendTurtle Pro only.

Does Phalanx integrate with CRM platforms?

CRM integrations are coming soon. Data can be exported for manual tagging.

What types of files are supported?

PDFs and Word documents support engagement tracking. Other formats can be delivered, but won’t include analytics.

Can I customize viewer permissions?

Yes, you can restrict access, set link expirations, and limit downloads.

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.