--- title: "DealRoom Software Reviews, Demo & Pricing - 2026" description: "Review of DealRoom Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/131647-DealRoom/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Project Management Software](https://www.softwareadvice.com/project-management/) / DealRoom Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/131647-DealRoom/reviews/)[Alternatives](https://www.softwareadvice.com/product/131647-DealRoom/alternatives/) # DealRoom Review From $1,250-$1,500/month Free trial 4 plans Wondering if DealRoom is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview DealRoom 4.6 [(247)](https://www.softwareadvice.com/product/131647-DealRoom/reviews/) Pricing Starting at $1,250.00 flat rate per month ### About DealRoom DealRoom is a cloud-based M&A lifecycle management software for investment banking, private equity and corporate development teams. The solution helps organizations to manage deals by storing and sharing documents, track due diligence tasks and communicate with reviewers in real-time. Key features include a shared workspace, audit trails, project analytics and document recall. The software includes all standard virtual data room capabilities, alongside diligence, integration, and pipeline management. Users can upload documents in bulk using a drag-and-drop interface. Users can also apply watermarks to documents and assign permissions for viewing, printing and downloading. The solution uses machine learning to detect duplicate requests and automatically fetches existing responses or documents. DealRoom enables users to flag high-risk or priority requests. The solution also helps users predict buyer concerns by analyzing document activity such as number of views. The solution provides a mobile-friendly interface that helps users to view documents on tablets or phones. Services are offered on a monthly subscription basis with support via email, phone and live chat. Wondering if DealRoom is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. ## DealRoom User Interface ## Popular DealRoom Alternatives Main Product DealRoom 4.6 [(247)](https://www.softwareadvice.com/product/131647-DealRoom/reviews/) Ratings Breakdown - 4.48Ease of use - 4.42Value for money - 4.60Customer support - 4.33Functionality Pricing Starting at $1250.00 per month Get Price Alternative Product [Clockify](https://www.softwareadvice.com/hr/clockify-profile/) 4.8 [(9263)](https://www.softwareadvice.com/hr/clockify-profile/reviews/) Ratings Breakdown - 4.77Ease of use - 4.69Value for money - 4.59Customer support - 4.59Functionality Pricing Starting at $4.99 per month Get Price Alternative Product [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) 4.4 [(15477)](https://www.softwareadvice.com/project-management/atlassian-jira-profile/reviews/) Ratings Breakdown - 4.08Ease of use - 4.28Value for money - 4.20Customer support - 4.44Functionality Pricing Starting at $7.91 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13673)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.40Value for money - 4.33Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23610)](https://www.softwareadvice.com/project-management/trello-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.55Value for money - 4.31Customer support - 4.32Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [monday.com AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6108)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price ## DealRoom Pricing and Plans Starting price: $1,250.00 per month Free Trial Free Version Pipeline Only $1,250.00 flat rate, per month Plan includes: - 1gb Data+File Storage - Contact Management - Pipeline Management - Pipeline Reporting - Project Timeline - Unlimited Projects - Unlimited Users Single Project $1,500.00 flat rate, per month Plan includes: - 5gb Data+File Storage - Data Room Features - Diligence/Integration Management - External Stakeholder Coordination - Project Management Features - Single Projects - Unlimited Users Cross-Team Professional Pricing available upon request Plan includes: - 20gb Data+File Storage - Customize Logo and Colors - Data Room Features - Diligence/Integration Management - External Stakeholder Coordination - Integrations (Slack - Pipeline Management - Progress Reporting - Project Management Features - Salesforce and More) Read More Enterprise Pricing available upon request Plan includes: - 50gb Data-10tb+File Storage - Advanced Integrations - API Access - Contact Management - Custom Configurations - Customize Logo and Colors - Custom Reporting - Data Room Features - Diligence/Integration Management - External Stakeholder Coordination Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## DealRoom Features - Popular features found in Project Management Billing & Invoicing Budget Management Document Management File Sharing Gantt/Timeline View Issue Management Kanban Board Milestone Tracking Multiple Projects Prioritization Resource Management Time & Expense Tracking - More features of DealRoom Access Controls/Permissions Activity Dashboard Activity Tracking Agile Methodologies Alerts/Notifications API Audit Trail Bulk Uploading Collaboration Tools Commenting/Notes Customizable Branding Data Import/Export Data Security Data Storage Management Document Classification Document Storage Drag & Drop File Management Full Text Search HIPAA Compliant Indexing Mobile Access Multi-Factor Authentication Projections Project Management Project Planning/Scheduling Real-Time Updates Remote Access/Control Reporting/Analytics Reporting & Statistics Role-Based Permissions Search/Filter Secure Data Storage Secure File Viewer Status Tracking Tagging Task Management Task Progress Tracking Task Scheduling Third-Party Integrations User Management Version Control Watermarking Workflow Management ## DealRoom Integrations Slack Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review ## DealRoom User Reviews ## DealRoom customer ratings - Overall rating: 4.6/5 - Total reviews: 247 ### Rating distribution - 5 stars: 158 reviews (64%) - 4 stars: 68 reviews (28%) - 3 stars: 21 reviews (9%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.4/5 - Customer support: 4.6/5 - Functionality: 4.3/5 --- ### Complete, accessible and easy to use. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Investment Banking - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: July 2019 - Review source details: This review was submitted organically. No incentive was offered The platform is great. It offers an exclusive feature so I can upload and manage request list! It is easy to use and I have no headaches about additional volumes, since they offer unlimited volume. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Incredible Project Management features and unlimited volume on a monthly subscription! #### Cons It can take 30 min. for support response. #### Reasons for choosing DealRoom Unique Project Management features Unlimited volume Monthly subscription Easy to use #### Reasons for switching to DealRoom The previous vendor charged additional expensive fees for volume and they do not have the colaboration features. --- ### Most responsive and innovative dataroom provider in the market right now - Overall rating: 5/5 - Reviewer: Curtis S. C. - Verified reviewer: Yes - Industry: Financial Services - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very easy to use #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love task tracking feature that is unique to the DealRoom software and the fact that you can control permissions down to the individual file level, but what I like the most about this software is the customer suppport. The CEO personally reads and sometimes responds to customer inquiries and requests for features. Additionally, the customer support team is extremely responsive and works to resolve your issue within 24 to 48 hours. #### Cons There are certain features that I would like to see in the group permissions management section, but I have been told the team is already working on it and the new feature should be out in 1-2 weeks! --- ### DealRoom - Gets The Job Done But Leaves More To Be Desired - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 5001-10000 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It achieves it's basic purpose but there are other data rooms with enhancements that provide a better experience. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 2/5 #### Pros The bulk download capabilities, the organization by data room when you are in multiple, and the ability to view documents without downloading them. #### Cons There is no feature to sort all documents by upload date so that you can see what is new since you last logged in. Some other data rooms have a feature where you can sort new documents by your last login date or by new documents since a particular date you choose. #### Vendor response Hello! Glad to hear you are happy with the bulk download capabilities. In the top right above the Home folder you can click Recent Files to show what has been last uploaded and sort by date. Thanks so much for the feedback and hope you use us again soon! Replied July 2018 --- ### Extremely easy to use. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the functionality of the software. There are some very helpful features and the software is very user friendly. #### Cons I would like the option to have multiple admins. I would like to be able to customize the software a little bit more. #### Vendor response Thanks for the positive feedback! You are actually able to add more that one person into the admin group and give other groups admin abilities as well. Happy to get in touch and go over those features. Thanks again for the review! Replied July 2018 --- ### The Art of the DealRoom - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros For starters, this company has A+ customer service. Whenever I need help or have issues, they're very quick to help out. Also really love how DealRoom allows all stakeholders in the deal to communicate together in a timely fashion. The ability to track tasks is also a lifesaver--when perusing through hundreds of deals a week, it gets quite hectic without software. #### Cons One thing I think the software could improve on is integration with other software (ie Outlook). Also has somewhat of a learning curve, but so do most software products. Very happy overall. #### Vendor response Thanks for the great feedback! Happy to hear our team has been helpful and the platform itself has made your process more efficient. Also, appreciate the feedback on integrating with other software, we are always looking for ways to improve. Thank you for taking the time to leave us a review! Replied April 2019 --- ### Dealroom Review - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros One of the most enticing points of the DealRoom software is the fee structure. Not having to worry about page count is a relief. #### Cons Although almost everyone downloads the files to view, the document viewer could be enhanced. #### Vendor response Thanks for the feedback! Happy to hear the flat one time fee worked well for you. Appreciate the high recommendation and hope to work with you again! Replied December 2018 --- ### DealRoom Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use. Very user friendly so I find ways to use it. #### Cons Clients sometimes go into junk. It can be very helpful though. #### Vendor response Thank you for the review! Appreciate the high marks and strong recommendation. Glad to hear the interface was user friendly! Replied December 2018 --- ### High quality and reliable - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Company size: 11-50 employees - Product usage: Used other for less than 12 months - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Virtual data room to track buyers and provide them access to sensitive company documents for their due diligence. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The security and ease of use is very helpful. We are able to get potential buyers all of the relevant documents in a concise manner and to track who is reading what documents. #### Cons Being used to other virtual data room databases, it takes a bit of time to get up the learning curve on the nuances of DealRoom versus others. --- ### Greater Idea, Even Better Execution - Overall rating: 5/5 - Reviewer: Collin D. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 5001-10000 employees - Product usage: Used other for free trial - Reviewed: March 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros I liked that the workflow through the tool centered around what is most important in M&A transactions - getting things done. With the focus around Requests, DealRoom allows you to easily understand what needs to get done and who is responsible for outstanding items. The platform is simple and doesn't try to over-complicate the workflow for M&A pipeline management. #### Cons The focus on agile M&A can be a double-edged sword - while it helps get things done more quickly and introduces flexibility into your process, it isn't always what traditional M&A personnel are used to dealing with. For example, with the "Requests" approach not being named "transactions" or "playbook tasks" there can be some hesitation from the old-guard to adopt such a tool. #### Vendor response Thanks for the review Collin! Our goal is to provide tools to help simplify the M&A process and allow for better collaboration and communication. Happy to hear you had a good experience with the trial and feel free to get in touch with us if you have further questions! Thanks again! Replied March 2019 --- ### Platform - Overall rating: 5/5 - Reviewer: Daniel R. - Verified reviewer: Yes - Industry: Banking - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros The "recent files" section, which enables you to see the things that are being uploaded at the moment #### Cons Having a hard time with the preview of documents #### Vendor response Appreciate the high recommendation and nice review Daniel! Glad to hear the recent files tab was helpful in your process. Thanks again! Replied December 2018 --- Showing 1 - 10 of 247 Reviews [See All Reviews](https://www.softwareadvice.com/product/131647-DealRoom/reviews/) ## DealRoom Popular Comparisons [Clockify vs DealRoom](https://www.softwareadvice.com/compare/131647-DealRoom/vs/355240-clockify/)[Jira vs DealRoom](https://www.softwareadvice.com/compare/4315-atlassian-jira/vs/131647-DealRoom/)[Asana vs DealRoom](https://www.softwareadvice.com/compare/5576-asana/vs/131647-DealRoom/)[Trello vs DealRoom](https://www.softwareadvice.com/compare/131647-DealRoom/vs/430585-trello/)[monday.com AI Work Platform vs DealRoom](https://www.softwareadvice.com/compare/131008-monday-com/vs/131647-DealRoom/)[Notion vs DealRoom](https://www.softwareadvice.com/compare/123247-notion/vs/131647-DealRoom/)[ClickUp vs DealRoom](https://www.softwareadvice.com/compare/123064-clickup/vs/131647-DealRoom/)[Basecamp vs DealRoom](https://www.softwareadvice.com/compare/4057-basecamp/vs/131647-DealRoom/) [Compare All Alternatives](https://www.softwareadvice.com/product/131647-DealRoom/alternatives/) ## Other Top Recommended Project Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3545) Recently recommended **59** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3039) Recently recommended **56** times [Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/) **4.5** (94) Recently recommended **28** times [NetSuite SuiteProjects Pro](https://www.softwareadvice.com/project-management/openair-profile/) **3.9** (44) Recently recommended **27** times Stuck Between Options? 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