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
- Sponsor/Intermediary Coverage
- Institutional Knowledge
- Relationship Management
- Document Management
- Funds & LP Administration
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.
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.
Create custom alerts to notify users of any data changes in the system.
CUSTOMER SUCCESS ACROSS INDUSTRIES
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.
WORK SMARTER. NOT HARDER.
Reduce administrative redundancies by 30%
Users save an average of 15 hours per week
Companies estimate an annual ROI of 675%