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Tilkee is a sales proposal tracking tool that reveals hidden buyer signals through real-time engagement tracking. It helps sales teams prioritize leads and close deals faster by monitoring how prospects interact with documents.

Tilkee, developed by Efalia, is a sales proposal tracking and eSignature solution designed to give sales teams visibility into what happens after a proposal is sent. Instead of waiting and hoping for a reply, Tilkee provides real-time data on how prospects interact with shared documents — which pages they view, how long they spend, and who else is involved in the decision. This turns a traditionally blind step in the sales process into a data-rich opportunity for timely, informed follow-ups.

The platform stands out for its focus on "digital body language." By generating unique, trackable links for each proposal, Tilkee captures granular engagement metrics that reveal buyer intent. Sales reps can see exactly when a prospect reopens a document, which sections get the most attention, and whether the proposal is being forwarded to other stakeholders. This intelligence helps reps prioritize hot leads and tailor their outreach based on actual behavior rather than guesswork.

Tilkee integrates deeply with major CRMs like Salesforce, as well as email clients (Outlook, Gmail) and automation tools like Zapier. This means tracking can be embedded directly into existing workflows without disrupting the sales process. The tool also offers eSignature capabilities, allowing recipients to sign documents within the same tracked environment. For teams managing high volumes of proposals or long, complex sales cycles, these integrations reduce friction and keep all activity centralized.

Pricing is straightforward but has a few quirks. The Starter plan is free for 14 days, giving full access to all features. The "More" plan costs $39 per user per month and includes unlimited projects, personalization, eSignature, and integrations. The "Pro" plan at $49 per user per month adds Salesforce integration but requires a minimum of 10 users. This minimum may be a barrier for smaller teams, though the free trial allows thorough evaluation before committing.

Tilkee is best suited for sales teams that already have a CRM and need to add intelligence to their proposal workflow. It is not a replacement for a full sales engagement or lead generation platform — it excels as a focused add-on for tracking and analytics. Companies with long sales cycles, multiple decision-makers, or high proposal volumes will get the most value. The tool is rated as "Advanced" in complexity, but most users find the initial setup (adding tracking links and connecting CRM) takes only minutes.

Overall, Tilkee fills a specific but critical gap in the sales tech stack. It transforms proposal sending from a one-way broadcast into a two-way conversation, arming reps with the data they need to close deals at the right moment. While it won't replace your CRM or outreach tools, it is a powerful companion for any team serious about improving close rates through better timing and insight.

Features

  • Monitor sales proposal engagement
  • Detect digital body language
  • Identify decision-makers involved
  • Generate unique sharing links
  • Track prospect actions
  • Integrate with CRM and email tools
  • Smart link generation
  • Collated document space
  • Real-time tracking and analytics
  • Customizable templates and resources
  • Salesforce integration
  • Outlook/Gmail plugin
  • Zapier integration
  • API access

Pricing

'Starter: Free (14-day trial), More: $39/user/month, Pro: $49/user/month (min 10 users)'

Pros

  • Real-time prospect engagement tracking
  • Identifies decision-makers and digital body language
  • Integrates with Salesforce, Outlook, Gmail, and Zapier
  • Easy to set up and use with unique tracking links

Cons

  • Not a full CRM or lead generation platform
  • Pro plan requires 10-user minimum
  • Advanced setup may require initial configuration
  • Limited to document tracking and eSignature (no cold email or outreach)

Best For

Sales teams and managers handling complex, long sales cycles or high-volume proposal workflows

Frequently Asked Questions

Tilkee generates unique sharing links for each document, allowing it to monitor when a prospect opens, reads, or forwards the proposal, and how much time they spend on each section.
It integrates with Salesforce, Outlook, Gmail, and Zapier, enabling seamless syncing of engagement data with existing CRM and email workflows.
Tilkee offers a free 14-day trial, a More plan at $39 per user per month, and a Pro plan at $49 per user per month with a minimum of 10 users. The Pro plan includes advanced analytics and priority support.
It works for teams of any size, but the Pro plan requires a minimum of 10 users, making it more cost-effective for larger sales teams or those with high-volume proposal workflows.
By tracking who opens, forwards, or spends the most time on a proposal, it reveals the digital body language of multiple stakeholders, helping sales teams identify the key decision-makers involved.
No, Tilkee is not a full CRM or lead generation platform. It focuses specifically on document tracking and engagement signals, complementing a CRM rather than replacing it.
Tilkee provides email support and a knowledge base with guides and tutorials. The Pro plan includes priority support for faster response times.
Tilkee stands out for its real-time engagement tracking and decision-maker identification, but it lacks cold email or outreach features. It is best used alongside a CRM and email platform.
Setting up Tilkee is straightforward: users create unique sharing links for their proposals and integrate with their email or CRM. Advanced configuration may require initial setup, but the basic features are easy to use.
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