SmartRoom CRM Overview

SmartRoom CRM offers a comprehensive platform for investor relationship, fundraising, and fund management. It enables dealmakers and investing professionals to execute deals efficiently.

Use Cases

Customers recommend Deal Management, Promotion Management, Discount Management, as the business use cases that they have been most satisfied with while using SmartRoom CRM.

Other use cases:

  • Collaboration
  • Relationship Management
  • Merger And Acquisition
  • Pipeline Management
  • Lead Tracking
  • Engaging With Scheduling & Cadence
  • Tracking & Monitoring Communications
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using SmartRoom CRM.

Other priorities:

See all business priorities See less business priorities

SmartRoom CRM Use-Cases and Business Priorities: Customer Satisfaction Data

SmartRoom CRM works with different mediums / channels such as Offline. and Causes And Charity.

SmartRoom CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

SmartRoom CRM Customer wins, Customer success stories, Case studies

How efficiently Does SmartRoom CRM manage your Deal Management?

Vaccitech - Pharmaceuticals

Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's Virtual Data Room to host... due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.

Read more →

Equity Partners HG - Banking

Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a solution to... ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.

Read more →

A leading professional service firm - Professional Services

A leading professional service firm needed to manage due diligence for a client's sell-side transaction. They chose SmartRoom as their virtual data room provider to keep costs down and ensure data se...curity. SmartRoom's features helped the firm save 15-25% in time due to ease of use and efficient file management. The firm successfully completed the transaction with SmartRoom's support.

Read more →

Vaccitech - Pharmaceuticals

Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's Virtual Data Room to host... due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.

Read more →

Equity Partners HG - Banking

Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a solution to... ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.

Read more →

A leading professional service firm - Professional Services

A leading professional service firm needed to manage due diligence for a client's sell-side transaction. They chose SmartRoom as their virtual data room provider to keep costs down and ensure data se...curity. SmartRoom's features helped the firm save 15-25% in time due to ease of use and efficient file management. The firm successfully completed the transaction with SmartRoom's support.

Read more →

SmartRoom CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.87/5 ★

Read Reviews (8)
Analytics

3.51/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.87/5 ★

Read Reviews (8)
Analytics

3.51/5 ★

Read Reviews (4)

Software Failure Risk Guidance

?

for SmartRoom CRM

Top Failure Risks for SmartRoom CRM

SmartRoom News

Product

Human vs AI in VDR Management: How AI Is Automating the Future of Virtual Data Rooms

SmartRoom is leveraging AI to enhance virtual data rooms (VDRs), automating data management, improving security, and providing predictive analytics. AI tools in VDRs automate document categorization, detect security threats, and enable smart searches using natural language processing. These advancements streamline due diligence processes and improve decision-making efficiency, positioning SmartRoom as a leader in AI-powered VDR solutions.

Read more →
Product

AI-Powered Document Tools for Corporate Restructuring

SmartRoom has introduced AI-powered document tools designed for corporate restructuring and bankruptcy processes. These solutions automate document extraction, analysis, and redaction, streamlining due diligence, compliance, and decision-making for M&A, private equity, and restructuring professionals. The platform enhances accuracy, reduces errors, and accelerates transaction timelines in complex financial scenarios.

Read more →

SmartRoom Profile

Company Name

SmartRoom

Company Website

https://smartroom.com/

HQ Location

Chicago, IL

Employees

NA

Social

Facebook Linkedin Twitter

Financials

NA