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About DealRoom

DealRoom is a diligence management platform that leverages Agile M&A to run productive processes. Requests can be separated into customisable and specific groups. Whether it is related to financial information or gathering diligence relating to intellectual property, Dealroom organises everything, making searches faster. The agile project management software prevents common inefficiencies related to due diligence, boosting the collaborative productivity of teams. As a result, duplicacy is eliminated along with work silos. Additionally, Dealroom also makes room for early integration of post-merger activities into the deal flow to increase the chances of success. It also has an inbuilt Virtual Data Room that utilises smart technology design. Other features include intuitive design, built-in security, dedicated backend support, agile M&A certification, and other smart features.

Screenshots & Videos

DealRoom screenshot: All requests can be viewed in a single list, with at-a-glance information on priority and status
DealRoom screenshot: Document activity can be visualized
DealRoom screenshot: All request progress can be viewed in a single panel
Video Thumbnail
Video Thumbnail

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    81%
  • Reviews
    78%
  • Momentum
    71%
  • Popularity
    83%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • 24/7 (Live rep), Business Hours, Online

DealRoom Features

Project Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    81%

Unique Features

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Idea Management

Facility to receive insights from internal and external stakeholders

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Standard Features

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Budget Management

Analyzing financial information to ensure all operations are within budget

DealRoom Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 02/11/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about DealRoom Pricing.

DealRoom Alternatives

View All DealRoom Alternatives

DealRoom Reviews

User Rating

4.5/5 (Based on 128 Ratings)

Ratings Distribution

  • Excellent

    61.7%
  • Very Good

    35.2%
  • Average

    3.1%
  • Poor

    0%
  • Terrible

    0%

Do You Use DealRoom?

Write a Review

Review Summary

Dealroom is generally well-received by users, with positive feedback on its user-friendly interface, customization options, and comprehensive reporting capabilities. It is praised for its ease of use, intuitive design, and ability to streamline communication and collaboration within teams. Users appreciate the flexibility to customize workflows and dashboards, allowing them to tailor the software to their specific needs. The reporting capabilities are also highlighted as a strength, providing valuable insights into project progress and team performance. However, some users have reported occasional glitches and technical issues, and customer support responsiveness has been a concern for a few.

Pros

  • Easy to use interface helps users quickly grasp the platform's functionality.
  • Robust data analysis capabilities enable users to make informed decisions.
  • Comprehensive reporting features provide valuable insights into business performance.

Cons

  • Occasional technical glitches can be disruptive to the user experience.
  • Limited integration options may hinder seamless data transfer between systems.
  • Potential for a steep learning curve for users unfamiliar with CRM software.

DealRoom User Reviews

AI-Generated from the text of User Reviews

Videos on DealRoom

DealRoom Screenshots

DealRoom FAQs

What is DealRoom used for?

DealRoom is Project Management Software. DealRoom offers the following functionalities:

  • Time & Expense Tracking
  • Task Management
  • Status Tracking
  • Project Planning
  • Percent-Complete Tracking
  • Milestone Tracking
  • Issue Management

Learn more about DealRoom features.

What are the top alternatives for DealRoom?

Does DealRoom provide API?

No, DealRoom does not provide API.

DealRoom Contact

Vendor Details

Chicago, IL

Contact Details

+1 (312) 344-3442

https://dealroom.net/

Social Media Handles

Grid Report for DealRoom

DealRoom Integrations

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

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