SMARTROOM CRM

 

A Customer Relationship Management Exclusively for Deal Professionals. 

Powered by DealCloud, SmartRoom CRM is the only customer relationship management platform build exclusively for deal professionals. Seamlessly execute fundraising, sourcing and deal management strategies on one platform.

One Powerful platform for:

  • Sourcing and origination
  • Fundraising
  • Sponsor/Intermediary Coverage
  • Institutional Knowledge
  • Relationship Management
  • Document Management
  • Funds & LP Administration

CRM FEATURES

On-Demand Prospect Intelligence

View all prospect, and relevant deal information, from one place.

Meaningful Industry Research

Assign each industry or sector an individual Homepage for maintenance of research, market analysis and M&A targets.

Real -Time Institutional Insight

Track your deal source relationships and deal flow with custom built overviews.

Seamless Email Marketing

Communicate with CRM contacts via personalized email campaigns.

Deal Marketing & Process Management

View potential buyers, deal marketing activity, reports, meetings and projects associated with the transaction on one page.

Pipeline Reports

Pre-built reports can be printed or exported, and distributed to members of your firm.

Elegant Data Management

Data syncronization across users and devices enables efficient and effective sharing of institutional knowledge.

Automated Follow-Up

Create custom alerts to notify users of any data changes in the system.

CUSTOMER SUCCESS ACROSS INDUSTRIES

SmartRoom Virtual Data Room client bausch & lomb
SmartRoom Virtual Data Room client Citi
SmartRoom Virtual Data Room client Coca Cola
SmartRoom Virtual Data Room client houghton mifflin harcourt
SmartRoom Virtual Data Room client HP
SmartRoom Virtual Data Room client Hulu
SmartRoom Virtual Data Room client johnson and Johnson
SmartRoom Virtual Data Room client Mitsubishi
SmartRoom Virtual Data Room client Levi's
SmartRoom Virtual Data Room client pepsico
SmartRoom Virtual Data Room client pfizer
SmartRoom Virtual Data Room client UPS
SmartRoom Virtual Data Room client Samsung
SmartRoom Virtual Data Room client Washington Mutual
SmartRoom Virtual Data Room client xerox

SmartRoom has been the most pleasant experience I have had to date when working within data rooms. The user interface is so intuitive and friendly to navigate, and I especially like their pop-out windows that allow seamless multi-tasking. The ability to inherit security properties when uploading files has saved countless hours.

 

Tim Lindell

Analyst

WORK SMARTER. NOT HARDER. 

More data. Better features. Stronger security. SmartRoom provides more value than any other virtual data room on the market. Period.

 

LESS EFFORT

Reduce administrative redundancies by 30%

GREATER EFFICIENCY

Users save an average of 15 hours per week

BETTER VALUE

Companies estimate an annual ROI of 675%

TRY SMARTOOM 30 DAYS FREE

Experience SmartRoom for yourself and see how working with a better virtual data room help you save time, money, and effort.

TRY FREE