Stageset Reviews & Product Details

As a solo entrepreneur, I want to "wow" current clients with a dedicated space for our most important information and work so we don't have to hunt it down via our long email threads; items like copies of invoices, contracts, previous work, and key links. I'm also considering using it with potential clients, too. Overall, I think the software has a lot of potential. They are still working out some bugs, but the roadmap is promising, and there is enough functionality that I feel comfortable using it with my clients. I haven't used customer support too much, but they've been quick to reply and come off friendly. There is a lot of potential, and I appreciate how easy it is to update templates so there is brand consistency and so I don't have to duplicate work manually. Review collected by and hosted on G2.com.

Currently, emails are not reliable if you want to have Stageset directly email clients to invite them to their "room." There are interesting ways to increase security of the information so only the right people have access, like white listing the domain of the emails that would have access. I'm also waiting to get access to CNAME so links can be white label. While it isn't a big deal if my clients know that I'm using this software, I'm a small business seeking to look professional and stand out. I'd like to have a dedicated place where clients can log in whenever they need access to their "room." Review collected by and hosted on G2.com.

Stageset puts everything I need for proposals into one spot so it can make for really smooth proposals and also be really impressive. It's pretty easy to understand and use too, both for the client and for the person putting the proposal together. Review collected by and hosted on G2.com.

I would love to see more modules and settings get added in the future, especially an option to embed with an embed code rather than just an iframe. Also, I think it would be nice to have the option to create, export, or store the proposal as a PDF. This would be useful for those older clients who may not be as tech-savvy and prefer a classic proposal, but it's really a great tool to have in my pocket, and I think with the right client it can make a major difference. Review collected by and hosted on G2.com.

I love the possibility that Stageset gives us to concentrate all the relevant information in one place and show it to our clients. You can upload text, images, video, files, and many more things, which makes Stageset not only useful for sales presentations but for other purposes in my case.

We are also using it for onboarding our students, and it has brought us fantastic results. I even believe it could be used for knowledge bases and other things, although I know that's not its main purpose.

It is one of my best software purchases, and I am happy to have found it. Review collected by and hosted on G2.com.

I actually like everything they offer... Review collected by and hosted on G2.com.

Stageset is a platfrom that creates a "deal room" for clients where you can have all client facging documents, files, videos, etc all in one place and tracks client engagement. Super useful and the aesthetics are off the chart good! Review collected by and hosted on G2.com.

This isnot a full CRM and you cannot download CSV files if you wanted to import contacts but I would imagine this may be on their roadmap. I would love to see integrations with ChatGPT(or any AI) and more integrations with ohter CRMs such as Go High Level and VBOUT. Review collected by and hosted on G2.com.

The platform's capability to embed a wide range of elements renders it extremely useful. However, there is a noticeable learning curve associated with the setup process. Despite this, the final output is a polished rendition of what is typically a standard PDF. This feature alone makes the platform noteworthy, although it is advisable to monitor its development for further improvements Review collected by and hosted on G2.com.

The platform requires some time to fully understand how its various components integrate. While it offers robust support for embedding certain elements, there is room for improvement in terms of stronger embed capabilities and more comprehensive integrations. Enhancements such as two-way communication with Slack and other similar platforms would significantly enhance its functionality and user experience. Review collected by and hosted on G2.com.

I like the ease of use of stageset. Setting up the templates will be the most time extensive things you do in stageset. After that its 1 click and you have your interactive proposal ready.

In the app is a live chat for support if needed. The only thing i needed em for was asking about new features :) So thats great.

If the e-signing and pricing table is live. We will use stageset as primary proposal tool everyday. Review collected by and hosted on G2.com.

The app still has limited features. However a lot are in development :)

Like e-signing and pricing table Review collected by and hosted on G2.com.

There's so much to enjoy about Stageset: from being able to include a very broad selection of content to the fast developing featureset, as well as the very quick support for the occassional question. Review collected by and hosted on G2.com.

It long ago had about 20 minutes of downtime. That wasn't so nice. Needs to be said it was outside business hours, AND I actually don't know if it was planned or unplanned downtime. Review collected by and hosted on G2.com.

Stageset is a great tool for our Sales team. In just a few clicks, our sellers can create personalized deal pages where prospective buyers can find all relevant Sales material, docs and next steps to buy from us.

We can then track in the Analytics when and how buyers interact with it and which people from their team were invited to collaborate. It made our Sales cycle way faster and our sales team more productive.

It's easy-to-use and effective. Can only recommend. Review collected by and hosted on G2.com.

Nothing major as of now. They don't have all the integrations with the tools we use (Wistia in my case) but they are adding updates quickly so I hope it will come in near term too. Review collected by and hosted on G2.com.

Ease of use and top notch native CRM integrations it offers . Review collected by and hosted on G2.com.

Overall, the app is excellent. To enhance its maturity and take it to the next level, it could benefit from further native integrations with third-party apps. By seamlessly connecting with other popular applications, the app would offer users a more comprehensive and streamlined experience. Review collected by and hosted on G2.com.

The ease of use and the customization allowed. Review collected by and hosted on G2.com.

Still, some integrations to add and more features to come. Review collected by and hosted on G2.com.