Trumpet

Trumpet is a digital sales room tool that gives each deal or customer a shared, branded workspace with content, action plans and engagement tracking, for B2B sales and customer success teams.

Updated October 2026

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Overview: What is Trumpet?

There's a free plan with 10 rooms, and paid plans run from $45 to $160 per user a month (checked October 2026).

Trumpet calls its rooms Pods. A rep builds one from a template or with the AI Copilot, adds decks, call recordings, pricing and a mutual action plan, and sends the buyer one link. Trumpet then shows who opened it, what they viewed and who they shared it with, and turns that into an engagement score. The same Pods are used after the sale for onboarding and renewals.

Fit: Ideal customer profile.

B2B teams selling to buying committees, where several people need the same content and a shared plan, and CS teams that want onboarding in the same space. The AI, e-signature and stakeholder features sit on Scale and Elite, so the real price for a full team is $100 to $160 per seat.

  • Multi-stakeholder B2B deals
  • Sales-to-CS handover and onboarding

Capabilities

Key features.

01

Branded deal and onboarding rooms built from templates

02

Mutual action plans with owners and dates

03

Engagement tracking by stakeholder and by asset

04

Engagement scores for each stakeholder and each room

05

Content library with AI search and tagging on Scale

06

E-signature, proposals and quotes on Scale

07

AI org charts and missing stakeholder suggestions on Elite

Usage

How to use Trumpet.

Connect your CRM so deal details, contacts and pricing pull into new Pods, then build a few templates for stages such as post-demo and onboarding. After each call, send a Pod with the recording and next steps. Slack or Teams alerts tell you when a Pod is opened or forwarded, and on higher plans engagement data flows back to Salesforce, HubSpot, Dynamics, Salesloft or Gong.

Cost

Pricing.

$0/ user/month

Prices are per user (checked October 2026). Annual billing costs ten times the monthly rate, so you get roughly two months free. Pro is capped at five users, and Elite is sold after a demo.

Free

$0.00

  • 10 Pods per account
  • Mutual action plans and live collaboration
  • Basic analytics

Pro

$45.00

  • Unlimited Pods and templates
  • Content library
  • Engagement scores
  • CRM integrations

Scale

$100.00

  • AI content writer, search and documents
  • E-signature, proposals and quotes
  • Gong, DocuSign, PandaDoc and Zapier
  • Management dashboard

Elite

$160.00

  • AI Copilot and Ask AI for buyers
  • AI org charts and stakeholder suggestions
  • SSO, SCIM and white labelling
  • Dedicated customer success manager

At a glance

Quick facts.

Stack position
Sales Engagement
Category
Sales Tools
Best for
Multi-stakeholder B2B deals, Sales-to-CS handover and onboarding
Pricing
From $0/user/month

Subcategories

  • Buyer Engagement
  • Digital Sales Rooms

Questions

Frequently asked.

How much does Trumpet cost?

Free covers 10 Pods with unlimited users. Pro is $45 per user a month for up to five users, Scale is $100 and Elite is $160 per user a month, with lower annual rates (checked October 2026).

What is a Pod in Trumpet?

A Pod is Trumpet's name for a shared room. It holds the content, call recordings, action plan and chat for one deal or customer, and it's shared with the buyer as a single link.

Which CRMs does Trumpet integrate with?

Salesforce, HubSpot, Microsoft Dynamics, Pipedrive and Close. Deal details pull into new Pods, and Dynamics also receives Pod activity and new stakeholders. CRM integrations start on Pro.

Is Trumpet secure enough for enterprise deals?

Trumpet lists SOC 2 Type II, ISO 27001 and GDPR compliance. Any Pod can be password protected, and SSO, SCIM and security questionnaire help come with Elite.

What are Trumpet's limits?

Pro stops at five users, so larger teams start at $100 per seat on Scale. AI Copilot, org charts, SSO and white labelling are Elite only, and the free plan is capped at 10 Pods per account.

What are the alternatives to Trumpet?

Aligned, Dock, Valuecase and Flowla are digital sales rooms with shared workspaces for deals and onboarding. GetAccept leans more on proposals and e-signature.

Talk to us: Pick the tool. We run the system around it.

Trumpet is one part of a stack. We build and run the revenue system it plugs into.

Talk to Phi