This software was perfect. Extremely easy to use.
December 28, 2018

This software was perfect. Extremely easy to use.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with DealRoom

We have been using DealRoom as a virtual data room solution for our company. We stored secure documents and shared between different parties and customers. We have also used their requests feature for internal process management.
  • It was easy to use and support helped us a lot with everything. We are extremely pleased with the service they provide. It's very easy to drag and drop files and set permissions for documents. Their requests functionality is also very useful and helped us track process.
  • A couple of our team members did not receive invitation letters due to some mail filtering system, but their support guys resolved this issue very fast.
  • It helped us manage documents and share info between our firm and the potential investors and clients. And also helped to manage internal processes and keep an eye on everything in the company.
We have tried different solutions but DealRoom is the best. Extremely easy to use without any training, btw support answers in chat very fast.
- Easy drag & drop file uploading.
- Tasks management system and progress tracking.
- Different permissions from just view access and up to upload and edit.

Using DealRoom

15 - Store and share secure documents and files between parties (our clients) and internal task management.
2 - No special skills required i think. We had some people with admin permissions who did all the management and support work.
  • Upload and share documents between parties
  • Manage permissions for internal team parties and clients
  • Add tasks, assigning people and track progress
  • Nothing unexpected I think, typical usage for project management platforms.
  • Probably involve clients in tasks management
DealRoom is very easy to use and has a clear interface and all the features we needed.

Evaluating DealRoom and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
  • Third-party Reviews
Product reputation is the most important factor in our decision. They are not new on market but i have never heard bad things about the company.
Check reviews, news and information about the company. Ask people who have already used the software.

DealRoom Support

Support is very friendly and answers fast.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
No - Support help is free. We also got help from customer success manager Julia. And it was a free service too.
We had several questions with the room setup for our company. So we asked dealroom support for a help in chat and they were very responsive and explained all the things about docs upload and requests template importing.

Using DealRoom

It was the most intuitive data room platform that i used in my work.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Drag & drop files upload and documents management
  • Tasks management functions
  • Analytics
  • Docs viewer search function