SMARTROOM & DEALCLOUD CRM
Customer Relationship Management Exclusively for Deal Professionals.
SmartRoom has partnered with DealCloud to bring you the only customer relationship management platform build exclusively for deal professionals. Elevating beyond traditional CRM with a vertical specific solution designed for the complexities of Fund Manager relationships. Seamlessly execute fundraising, sourcing and deal management strategies on one platform.
POWER YOUR DEAL MAKING PROCESS
Supporting the full lifecycle and mission critical activities of your fund.
Understand Limited Partner interest, activity, and commitments. Track Advisors that represent several investors, and gain a holistic view across all relationships critical to close your fund.
Dashboards, reports, and analysis gives you a full picture of each stage of the pipeline, what deals are moving, and which are not. Automated reporting delivered right to your partner’s inbox.