Attach

Document tracking and analytics for B2B sales teams.

Sales EngagementAnalyticsSales Tools

Overview: What is Attach?

Attach provides sales document tracking and analytics for B2B teams. Users gain visibility into how prospects interact with shared files. The platform helps reps time follow-ups based on real engagement data.

Attach is a sales document management platform designed to help B2B teams close deals faster. It allows users to send attachments as secure, trackable links rather than traditional email files. Reps receive notifications when prospects open documents, view specific pages, or forward materials to colleagues. The platform provides detailed analytics on viewing time and engagement, enabling sales teams to prioritize follow-ups effectively. Administrators can manage content libraries and control access permissions across the organization. This approach replaces blind document sharing with actionable intelligence throughout the sales cycle.

Fit: Ideal customer profile.

B2B sales organizations that rely heavily on proposal and collateral sharing during multi-stakeholder deal cycles will benefit most from this platform.

SMB
Mid-market
Enterprise

Capabilities

Key features.

Real-time document open notifications

Page-by-page viewing analytics

Secure link sharing with access controls

Content library management

Forward tracking and recipient identification

CRM integration for activity logging

Custom branding on shared documents

Engagement scoring for prioritization

Team-wide content performance reporting

Usage

How to use Attach.

Teams upload sales collateral to the platform and generate shareable links to embed in outreach emails. Reps monitor the dashboard to see which prospects are engaging with materials and use engagement alerts to time their follow-up calls. Managers review aggregate analytics to understand which content drives the most pipeline activity.

Cost