What is Smartroom CRM?
Created from the ground up by investment banking and private equity specialists for the M&A industry
Smartroom CRM is a custom CRM solution designed for mid-market professionals in investment banking and private equity.
This software is based on SaaS web and can run on the cloud, but does not have a version that can be installed on personal computers and mobile phones.
Software features include: document storage and email marketing.
Customer relationship management exclusively for professionals.
Smartroom has partnered with DealCloud to create an integrated solution that integrates dealcloud CRM, the leading investor and virtual data room reporting solution. The only customer relationship management platform built exclusively for trading professionals. By connecting these powerful technologies, your company can manage and simplify capital raising, LP communications and portfolio companies from a single source. In addition to traditional CRM, the platform was flexible and easily configured to meet the changing needs of private equity, equity growth, venture capital, real estate, credit investors, as well as highly acquired private and public companies. Meet investment banks. And M&A Consulting Companies.
Dashboards, reports and analytics give you a complete picture every step of the way, what trades are moving and what isn't. The automatic report is delivered directly to your partner inbox.