Zones · a page per relationship

One link.
Everything they need.

A Zone is a private page you publish straight from a record: the plan, the pricing, the documents, the people, and one place to ask. Every open, click and question flows back to your machine, per person — and the page carries only what you chose to put on it.

In plain terms

A Zone is a private web page youdou publishes straight from a record: a digital sales room for a prospect, a customer portal, a partner workspace, or a Home Zone for a home buyer. It carries the plan, pricing, documents, people, chat and a Q&A on one link, and every open, click and question flows back to your machine per person — with live presence, a daily digest and automations that react. The zone is the one cloud-hosted piece of youdou; it holds only the snapshot you chose to publish, never a live connection to your file.

Four kinds of room

Prospect, customer, partner, buyer.

The same builder makes all of them. What changes is who is on the other end and what they see.

  • Prospect rooms — a mutual action plan with a timeline to close, pricing, case studies, legal, a scheduler and Q&A. Per-person links greet each stakeholder by name and show the content meant for their role.
  • Customer rooms — documents, updates, contacts and answers in one place that is always current, never buried in a thread.
  • Partner rooms — one workspace for a co-sell: the plan, the collateral and the account context, scoped to what the partnership needs.
  • Home Zones — the real estate pack’s buyer page: matched homes, ratings, rates and a Q&A that becomes a text. See it →
Harborline Outfitters · Prospect room
Rollout plan · Q4
Published Tuesday · 5 people invited · 4 in
PersonLast inRead
Dana Whitlock · VP Ops12 min agoPricing, plan
Sam Okafor · ITYesterdaySecurity doc
Priya Raman · Finance—Never opened
Question · Dana“Can the rollout start in November instead?” · reply box open
Know what happened

Without asking.

Engagement, per person

Who opened their invite, who came in, how long they stayed, which documents they opened, which sections they read — a funnel per stakeholder from invited to engaged. Your own team’s views never count.

Live presence

How many people are in the zone right now. When the committee is reading, you know it is moving.

Daily digest

One email a day, only on active days: who came in, what they read, what needs an answer — and who was invited but never opened their own link.

Questions come home

They ask on the page. The question lands on the record with a reply box; the answer publishes back to the zone. Nothing lives in a thread you will lose.

Tracked invites

Every invite carries a personal link — opens and clicks recorded, each stakeholder greeted by name.

Automations react

First view, new question, form submitted, quote requested — each can start a rule: a task, a sequence, a note to you.

Building one

Compose it like a document.

Full-page builder

Sections, cards, documents, your team roster and per-person audience targeting. Preview exactly what each reader sees before you publish.

Templates

Save a winning room as a template and stand the next one up in a minute — same structure, new deal.

Chat, in the deal

A conversation with your prospect, partner or teammate that lives next to the plan, not in a tool nobody checks.

Expiry that behaves

Set an end date and the zone closes itself, with reminders to you before it does. Renewals never surprise anyone.

Sign-in when you want it

A bare link for most readers; a password, or email and verification, for the ones who need it.

Comes down when you say

Unpublish and the content is gone; the link is kept for a republish later.

Secure by scope

The room is the envelope, not the filing cabinet.

A Zone is the one cloud-hosted piece of youdou, so a buyer opens it in one click. It carries only the snapshot you chose to publish, behind an unguessable link and the password you set. Your records never leave your machine. The technical details →

Questions

Straight answers.

Everything people ask, on one page: the full FAQ →

What is a Zone?

A private page published from a record — the plan, pricing, documents, people and one place to ask — that a buyer, customer or partner opens in one click. It is the youdou take on a digital sales room or client portal.

What kinds of Zones are there?

Prospect rooms (mutual action plan, pricing, case studies, scheduler, Q&A), customer rooms, partner rooms for a co-sell, and Home Zones for real estate buyers.

What engagement does a Zone report?

Per person: who opened their invite, who came in, how long they stayed, which documents and sections they read — a funnel per stakeholder. Plus live presence, a daily digest on active days, and questions filed to the record.

Can a Zone be password protected?

Yes. A bare unguessable link for most readers, or a password, or email plus verification for those who need it. Set an end date and the zone closes itself; unpublish and the content comes down while the link is kept.

Do my records leave my machine when I publish a Zone?

No. The zone is a snapshot of exactly the content you chose. Your database stays on your disk and the page never has a live tunnel into it.

How many Zones can I publish?

The free tier includes one live zone, Individual carries ten, and Business as many as you need.

Publish one from a record you already have.

Free tier includes one live zone; Individual carries ten, Business as many as you need.