SmartRoom CRM

Why SmartRoom CRM?

  • Built from the ground up by investment banking and private equity professionals for the M&A industry
  • Robust document storage and document management (substantial storage limit comes standard)
  • No forced adaptation of a system that was originally intended to be a sales/calling tool
  • Higher quality dashboards provide convenient information, resulting in increased user efficiency
  • Industry and theme pages manage all activities related to firm-specific industry focus areas
  • The only CRM platform that includes the powerful SmartRoom Virtual Data Room with subscription
  • Manage deal activity and reporting by specific industry or deal team
  • Firm and deal team daily email updates enable efficient workflow
  • Fully customizable environment, but requires little investment in customization as all M&A functionality comes standard

SmartRoom CRM is custom-built for ease of use by middle-market deal professionals. It is NOT a sales tool or virtual data room repurposed for investment banking needs.

  • Robust document storage and management, including 10 GB of standard storage
  • Industry and other theme pages allow organization of all firm activities (contacts, notes, deals, documents, research, etc.) around specific focus areas
  • Track and manage deal activity and reporting by industry vertical or deal team
  • Constant delivery and customizable email updates encourage efficient workfow within firm and deal team
  • Integrated email marketing module enables efficient, effective outreach

SmartRoom CRM goes right to work for your firm; our staff handles your integration and any customization as part of our base agreement.