Name: SmartRoom CRM
Rating: 9 (1 reviews)
Author: SmartRoom

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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SmartRoom CRM is a Customer Relationship Management (CRM) platform designed for deal professionals. According to the vendor, it is utilized by professionals in the private equity, growth equity, venture capital, real estate, and credit investment industries. The platform offers a range of key features that aim to enhance deal management and collaboration.

## Key Features

**Pipeline Management**: According to the vendor, users can gain a comprehensive view of each stage of the pipeline through dashboards, reports, and analysis. They can track and monitor deals in real-time and receive automated reporting directly to their inbox.

**Deal Execution**: The platform enables users to keep track of actionable items, relationships, counterparties, and team staffing associated with a deal. According to the vendor, tasks can be assigned automatically, and alerts ensure seamless execution and collaboration among deal teams.

**Intermediary Coverage**: According to the vendor, the platform provides insights into relationships, conversations, deal flow, and key contacts with intermediaries. Users can identify valuable relationships and prioritize them based on past performance, facilitating effective communication and collaboration.

**Fundraising**: The platform aims to help users understand Limited Partner interest, activity, and commitments. According to the vendor, it allows users to track Advisors representing multiple investors and manage investor interactions and commitments in one centralized platform, streamlining the fundraising process.

**Proprietary Sourcing**: According to the vendor, the platform enables users to track target companies and activity by industry, sector, or region. It aims to provide a comprehensive understanding of origination efforts and improve deal sourcing strategies.

**Investor Outreach**: The platform facilitates effective communication with investors, including phone calls, emails, co-investment opportunities, and future investment preferences. According to the vendor, it aims to strengthen investor relationships and enhance satisfaction through personalized and timely interactions.

**Seamlessly Execute on Key Fund Management Activities**: According to the vendor, the platform allows users to analyze investor and buyer behaviors by tracking and monitoring all portal activity. It aims to automate report creation and distribution, manage user lists, and enhance data security within one application.

**Single Source of Truth**: The platform aims to streamline processes by managing all data in real-time from within DealCloud. According to the vendor, it centralizes deal, relationship, and fund management to ensure data consistency, eliminate silos, and enhance collaboration and transparency.

**Improve Deal Outcome**: According to the vendor, the platform provides valuable insights into buyers' due diligence activities, enabling users to make informed decisions on future deals. It aims to identify trends and patterns in buyer behavior to optimize deal execution strategies and increase success rates.

**Reduce Risk**: The platform aims to minimize manual processes and administrative work by managing user provisioning and security settings within one application. According to the vendor, it centralizes user management and access control to ensure data security, compliance, and minimize the risk of unauthorized access.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Redtail CRM

DealRoom in Chicago offers their flagship application to support due diligence in data exchange related to deals between organizations and entities (notably mergers and acquisitions) with automation, risk detection via request tracking, easy document location, all under the auspices of compliant and controlled information transaction rules.

DealRoom Diligence

DealRoom Pipeline

DealRoom M&A Platform

DealRoom Integration

DealRoom

SmartRoom CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

SmartRoom

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SmartRoom CRM

Overview

What is SmartRoom CRM?