Create a seamless
Sales & CSM Experience
Fiit is a collaborative workspace that helps Sales and CS teams align with buyers
Share docs, sync data and manage the customer lifecycle
All without leaving Salesforce
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Centralize every step of the customer journey in one place
Create a tailored workspace
Give every buyer a personalized space with the right resources, action plans, and updates to keep collaboration smooth
Track intent
See who’s engaging, what they’re viewing and when, to spot real buying signals and move deals forward with confidence
Centralize data
Keep all interactions, documents, and progress in one hub connected to Salesforce, so nothing gets lost
Collaborate Seamlessly with Customers
Work together with buyers and stakeholders in shared spaces. Assign tasks, align on next steps, and move deals forward faster
Shared Rooms
Give customers access to live workspaces where they can comment, upload docs, complete tasks, and follow timelines
Mutual Action Plans
Build structured plans that align internal teams and external stakeholders keeping everyone accountable
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Centralize Everything in One Place
Unify documents, data, tasks, and timelines in a single workspace connected to Salesforce: no more scattered tools or siloed communication
Native to Salesforce
Every workspace, document, and task lives directly in your CRM
Unified Workspaces
Share files, timelines, mutual action plans, and key fields with your customer in one collaborative room
Track Every Step of the Journey
Monitor engagement, task progress, and customer signals in real time. All activity is tracked and visible directly in Salesforce
Engagement Analytics
Track every view, click, and action directly inside Salesforce dashboards and reports
CRM Field Syncing
Map customer inputs (e.g. form fields, uploaded docs) directly to Salesforce fields no manual updates needed
Fiit aligns teams with a single source of revenue intelligence
For Sales
Powerful deal management to increase conversion rate and reduce average sales cycle
For Customer Success teams
Efficient customer onboarding and lifecycle management to increase customer engagement and reduce churn
Fiit creates the nexus for sales deals, customer onboarding, and lifecycle management
Unify collaboration across the customer journey. Manage sales deals, customer onboarding and lifecycle in one platform that lives entirely in Salesforce
Single source of truth
All deal, customer, and engagement data stays inside Salesforce, eliminating sync issues or scattered tools
Seamless workflows
Sales and CS teams work directly in the CRM they already use daily, with no need to switch apps or manage integrations
Native integration that keep your data secure in your CRM
Sensitive customer information never leaves Salesforce, ensuring enterprise grade trust and governance
Streamlining the path to value with dedicated support at every step
Setup in minutes, not weeks
Unlike platforms which requires weeks of complex implementation, Heeet gets you up and running in just a few clicks.
Secure and compliant by design
Heeet is fully committed to upholding strict data privacy and security standards and has been reviewed and trusted by security teams across industries dealing with sensitive data.
Exceptional support
Get a dedicated team that guides you every step of the way from first setup, to custom dashboard implementation, so you get immediate value.
Implementing Fiit is quick and straightforward. The process varies slightly depending on your CRM, but the core steps remain the same: install or connect Fiit and personalize your templates
Absolutely. Fiit isn’t just for Sales, it’s also built for Customer Success teams.
With Fiit, you can create collaborative workspaces for every customer, directly inside Salesforce, to:
- Onboard new customers with shared timelines, documents, and checklists.
- Manage renewals and expansions through mutual action plans and milestone tracking.
- Centralize communication so customers and internal teams always stay aligned.
- Measure engagement to see how customers interact with shared content and where they need support.
A Digital Sales Room (DSR) helps sellers and buyers stay aligned, shorten sales cycles, and create a smoother buying experience.
Key advantages include:
- Centralized collaboration : All documents, conversations, and next steps live in one shared space instead of scattered across emails and tools.
- Buyer engagement visibility : See who viewed what, when, and for how long, so you can focus on the most engaged stakeholders.
- Faster deal cycles : Mutual action plans and task tracking keep everyone accountable and prevent deal stalls.
- Personalized buyer experience : Share a branded, organized workspace that feels tailor-made for each customer.
- Seamless CRM integration : With Fiit, all interactions sync directly with Salesforce, so teams never lose context or data.
Digital Sales Rooms are built for B2B revenue teams who manage complex deals or customer relationships.
They’re especially valuable for:
- Sales teams : to engage buyers, share content, and manage deal progress collaboratively.
- Customer Success teams : to onboard and guide customers through milestones in a single shared workspace.
- Account Managers : to centralize communication, track renewals, and strengthen long-term relationships.
- Buyers and customers : who want one organized place to access documents, updates, and next steps.
A Digital Sales Room (DSR) is a shared online workspace where sellers and buyers collaborate throughout the sales process.
It centralizes all content, communication, and next steps in one place, instead of spreading them across endless email threads and document links.
With a DSR, you can :
- Share personalized content (proposals, decks, contracts) securely with your buyer.
- Track engagement to see which stakeholders viewed what, and when.
- Collaborate asynchronously through comments, messages, and document feedback.
- Guide the deal using mutual action plans and task tracking.
Start collaborating with buyers in one shared workspace
Replace scattered emails and one-off docs with a centralized space your customers and team actually use, all inside Salesforce
