With Conceptboard, you bring clarity to your sales processes, from customer analysis to deal closing. Interactive, transparent, and as a team.
Sales today is about more than strong conversations and compelling offers. You’re coordinating stakeholders, working cross-functionally with pre-sales, marketing, and product, and staying continuously aligned with your customers.
With Conceptboard as your digital whiteboard, you have a central space where you can:
Whether you’re in the office, remote, or hybrid – this is sales that connects, both internally and externally.
Keep track of decision-making structures, buying centers, and stakeholders. On a visual board, you instantly see who influences, who decides, and where to take action.
Design your customer meetings with visual agendas, pain points, and solution proposals to make them even more focused. This way, you enter conversations with structure and make the value clear from the very beginning.
Align with pre-sales, technical teams, or product directly on the board. Visualize requirements, proposals, and features together for better understanding and faster approvals.
Make your knowledge shareable: With visual playbooks for processes, buyer journeys, and pitches, you support new team members during onboarding. Everything is clear, hands-on, and easy to grasp.
Use a shared board for your pipeline. Visualize deal stages, risks, and next steps. This makes forecast meetings more focused and gives everyone a clear overview.
Skip the one-way presentation: Collaborate with your customers to develop use cases, define goals, or explore solution ideas together. Conceptboard turns your meeting into a true co-creation workshop.
Analyze with your team what’s working and what isn’t. With visual tools like win/loss analyses or retro templates, you continuously develop smarter, more effective sales strategies.
Don’t just present your solutions, develop them live with your customer. With visual flows, comments, and real-time interaction, your demos become memorable experiences.
From pitch to closing, here’s how Conceptboard supports your daily work to build stronger customer relationships.
You’re preparing for a meeting with multiple stakeholders. The technical contact wants details, procurement talks budgets, and leadership is focused on business value. With Conceptboard, you structure everything on one board: agenda, roles, open questions, and value arguments. You walk into the meeting well-prepared and lead with confidence.
Customer requirements are changing at short notice. You need technical input and quick feedback on feasibility. Instead of endless email threads or spreadsheets, you work visually with your team on the board. Everyone sees what matters instantly – and you reach a final solution faster.
The weekly pipeline meeting is coming up but it’s unclear who’s working on what, where the risks lie, or which success factors could be repeated.
With Conceptboard, you visualize your sales pipeline interactively, add comments, and define action items directly in the meeting, no Excel chaos required.
You don’t want to just sell a product, you want to develop the best solution together with your customer. But the conversation lacks structure.
With a visual template in Conceptboard, you can run an interactive workshop where goals, challenges, and solutions are made clear and co-created with your customer.
New hires should quickly understand your team, processes, and product – but there’s no structured way to transfer knowledge.
With Conceptboard, you create an interactive onboarding board that clearly explains processes, buyer personas, pitch elements, and tools. Always accessible and easy to update.
Simplify your processes and strengthen customer relationships with Conceptboard as your digital whiteboard for everyday sales work.
Try all features for free with no commitment. No setup, no risk – just a whole lot of clarity.
With robust privacy and compliance measures, plus intelligent admin controls, Conceptboard keeps your collaboration secure and in your hands.
Discover how companies from a wide range of industries successfully integrate Conceptboard into their daily workflows. Our customers show just how versatile and effective Conceptboard is in practice. Get inspired and see how you, too, can benefit from our solutions.
"Conceptboard has become the virtual space where we meet for collaboration. Thanks to the impulses from the individual teams, it is now the central platform for creative collaboration and efficient teamwork in our company, and it is indispensable."
Handan Kartal Lead Product Owner Digital Workplace & Smart Collaboration EnBW
"As a leader, I feel that leadership is about getting people working together. It's about collaboration, it's about active listening, and Conceptboard is a platform for enabling leadership to happen."
Hayden Smith Transformation Leader, Global GP R&D Product Integration Siemens
"After many tests of similar apps, Conceptboard is the clear winner for me. Thanks to the "infinite" screen, it enables me to present complex projects of large and small customers in a perfectly clear manner"
Dominic Pfeffer Founder Heldenmacher.at
"Conceptboard has become an indispensable tool for us, enabling us to work with flexibility and effectiveness in an increasingly digital world"
David Trenkle Project Management | Digitisation and IT (DIGIT) City of Freiburg im Breisgau
"Conceptboard makes it easy and simple to manage our packaging review process. It quickly became our favorite Marcom tool; it allowed us to collaborate with the different departments involved, and it helped improve the quality and consistency of our brand."
Elianne Garay Sr. Marketing Operations Manager Corsair
"The partner program offers plenty of oportunities for my creativity, experience and experimentation. In collaboration with Conceptboard team, I can design new processes and structure for my customers in an appealing way - whether in face-to-face, online or hybrid concepts."
Ursula Hesselmann Based in the Allgäu, Ursula Hesselmann supports companies during change and is an expert in interpersonal relations. Hesselmann Consulting & Training
"We were surprised with how quickly our teams were able to seamlessly adopt Conceptboard into their workflow. Conceptboard makes the entire collaboration process fluid, saving us time and resources so we can be as environmentally sustainable as possible."
Isaac Korn Director of Innovation Perry Ellis International
"With the introduction of Conceptboard, we have taken a significant step towards achieving our goals for the Ki:GO movement: participation, self-learning, and new non-hierarchical forms of work. We can advance the digitalization of administration both internally and together with the citizens of Kiel."
Jesko-Alexander Zychski Deputy Chief Digital Officer City of Kiel
"The partner program is a great opportunity to incorporate my experience from supporting my customers into the further development of Conceptboard. Conceptboard is the ideal program for creating teamwork online and hybrid. Trainings, workshops and project work can be implemented perfectly."
Uwe Schettler Born in Kiel, he accompanies teams during change processes and is an expert for (visual) moderation of online workshops. Consultant ans Illustrator | MODERATIO Business Moderation
Discover how the agency prettygoodideas reimagined virtual customer workshops – more interactive, more efficient, and without compromising on quality.
With Conceptboard, the team seamlessly transitioned to digital meetings, strengthened collaboration with clients, and saved valuable time in their daily project work.
Connect Conceptboard with the tools your team already uses. Enjoy smooth workflows and seamless collaboration without switching context.
Start whiteboard sessions directly from Teams, discuss ideas in real time, and keep everyone in the loop. For greater transparency and faster alignment.
Embed files and documents directly into your whiteboard. This way, you have everything in one place and can seamlessly share content with your team.
Integrate your Dropbox content directly into the whiteboard to store files centrally and discuss them with your team in real time.
Access your documents securely and add files directly to the board, no need for time-consuming uploads or downloads.
Embed Conceptboard whiteboards directly into your knowledge base to keep concepts, ideas, and strategies accessible to everyone.
Use Conceptboard seamlessly within your Webex meetings to co-create ideas, capture feedback in real time, and actively engage all participants.
Whether it’s a customer workshop, deal review, or account mapping, Conceptboard’s templates help you save time and get straight to execution.
No need to start from scratch: use field-tested templates designed specifically for the needs of modern sales teams. Simply customize, share, and develop them further together.
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Conceptboard is packed with tools to make your work easier, more creative, and more efficient. Whether you’re just getting started or already have some experience, our free basic training will walk you through all the features so you can hit the ground running.
Learn how to engage your team effectively, plan projects more efficiently, and bring your ideas to life visually. In the training, we’ll show you best practices, tips, and tricks to help you unlock Conceptboard’s full potential.
Dive into our blog and discover hands-on templates, features, and tips your team can apply right away. From creative workshops to campaign planning and project management: you’ll find everything you need to make your whiteboard use even more successful.
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Absolutely! Conceptboard is perfect for sales teams who want to work visually, coordinate complex deals, or map customer processes. Whether it’s account mapping, proposal collaboration, or remote workshops – Conceptboard supports you throughout the entire sales process.
Yes. You can easily invite external stakeholders as guests. Your customers don’t need an account to join meetings, view content, or provide feedback.
More clarity, better collaboration, and less coordination overhead. You can present content visually, work on it together, map customer processes, and centralize all information without tool-switching or email overload.
Yes. You can create Kanban boards, status overviews, or stakeholder maps and manage them collaboratively – live during meetings or asynchronously. This keeps your team aligned on opportunities, priorities, and next steps.
Yes. Conceptboard is fully hosted in Germany, ISO 27001, ISO 27017, and ISO 27018 certified, and meets all GDPR requirements – ideal for companies with strict data protection standards.
Yes. You’ll find ready-to-use templates for customer workshops, proposal reviews, account mapping, sales playbooks, forecast meetings, and more – all customizable and field-tested.
No installation needed – just sign up and get started. Your team can begin working productively with Conceptboard in just a few minutes.
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