PHALANX FOR SALES TEAMS

Score Leads Based on Document Engagement

Not all leads are equal. Phalanx SendTurtle helps RevOps and sales teams assign lead scores based on how prospects interact with your documents, not just email clicks.

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Turn document behavior into actionable scores

Track time on page, reopens, shares, and frequency to create a more accurate engagement model.

  • View logs by contact and file
  • Page-level interaction insights, including heatmaps, time-per-page, and clicks
  • Engagement score based on depth of engagement
  • AI-provided next step suggestions
  • Exportable metrics for your CRM

Great for MQL scoring, ABM campaigns, and sales qualification.

Go beyond form fills

Use document signals to distinguish between passive interest and high intent.

  • Track opens and reopens by document type
  • Map activity across teams and accounts
  • Score leads dynamically based on real interaction
  • Analytics are available on Pro plans for PDFs, Word, Sheets

Frequently Asked Questions

Can I integrate these scores into my CRM?

Not yet! Integrations coming soon.

Will I see which team member opened the file?

Yes, new viewers are logged individually.

How do I know what counts as a high engagement score?

This score is AI-generated and based on a variety of factors such as time spent on page and views.

Does this replace lead scoring tools?

No, it enhances them with deeper engagement data.

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.