Firmex Virtual Data Rooms Software


 

Firmex Virtual Data Rooms is a HIPAA-compliant cloud-based virtual data room solution for small, midsize and large enterprises. It caters to mergers and acquisitions advisory, corporations, funds and private equity, pharmaceutical, mining and energy, investment banks and law firms. Primary features include document management, data security, user invitations, user activity, audit trails and reporting.

Other features include two-factor authentication, user-access management, email upload and drag and drop. Users can organize new documents by implementing the versioning feature of the software. The ‘View As’ feature allows users to preview the data rooms while checking the security settings. Other modules of the software include FileSend and Document Sharing.

It offers mobile applications for iOS and Android devices. Support is offered via email and over a phone. Other support options include a help guide, online case submission and a knowledge base.

 

Firmex Virtual Data Rooms - Document management
 
  • Firmex Virtual Data Rooms - Document management
    Document management
  • Firmex Virtual Data Rooms - Document viewer
    Document viewer
  • Firmex Virtual Data Rooms - Reporting
    Reporting
  • Firmex Virtual Data Rooms - Reporting
    Reporting
  • Firmex Virtual Data Rooms - User permission
    User permission
  • Firmex Virtual Data Rooms - Mobile app
    Mobile app
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

30 Reviews of Firmex Virtual Data Rooms

Showing 1-20 of 30

 

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Terrrence from Sandler O'Neill & Partners

October 2016

October 2016

Investment Banking Analyst

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Firmex was very user friendly and easy to use. The insiders website made it fun to use and learn more about the site.

Review Source: Capterra
 

RYAN from MAE
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Fairly comprehensive and intuitive VDR Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used Firmex on one deal. The functionality was great, but customer service does not make it easy to assist with the VDR setup if you are not the Admin, but rather trying to assist your client/the Admin.

Pros

Secure and simply.

Cons

Customer service, permission settings.

Advice to Others

Data archiving is not a streamlined as other VDR services, but it's still very good.

Review Source: Capterra

  Response: Firmex, Firmex

Date: September 2016

September 2016

 

Thanks for taking the time to review Firmex. With regards to your comment, for security reasons we cannot change permissions that our clients set as the main administrators without their permission. It looks like this is what was happening in your case, but its hard to comment beyond that without knowing more specifics.

Please contact me at jason.soo@firmex.com. I would love to learn more about your specific case, and how we can improve in the future.

 

Reed from 365 Retail Markets
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2016

July 2016

All around great value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Extremely easy to use, organize data, manage and restrict users, and see what different users can view. It's very intuitive.

Pros

Simple to use and logical in its layout and tools.

Cons

The area for management of users and groups wasn't as logical and simple to use as the rest of the tool.

Advice to Others

I've worked with many VDRs over the years. Use this one.

Review Source: Capterra
 

J. from Parabellum
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Firmex is a Data Room Gem

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Firmex's customer service is truly exceptional. It's always a pleasant surprise whenever an agent replies to our questions and comments so quickly and efficiently. The system itself is amazing, and a joy to use.

Pros

Ease of use, reliability of system, implementation of innovative new features with each update, and of course the excellent customer service.

Cons

Not applicable.

Advice to Others

If you are looking for a data room service, look no further, because Firmex is the best.

Review Source: Capterra
 

Matt from Marriott & Co.
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Excellent Choice for a VDR

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our firm has used Firmex VDRs for dozens of investment banking transactions and are very pleased with the product they put out as well as the support and service we receive.

Pros

The functionality is perfect for running a VDR to share documents and files with many parties while controlling the document flow and accessibility of any party on any document. The product is very competitively priced compared to a lot of the service providers out there. Customer service is very prompt and happy to walk you through any issue, small or large. Firmex is also continually improving its services.

Cons

Security functionality is limited once the files have been downloaded by another party (if you allow them to download). Once a party bulk downloads you lose the ability to track their access and usage of documents and delete the document if you would like to remove their access from the information completely.

Advice to Others

No.

Review Source: Capterra
 

Jamie from Lindquist
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2016

June 2016

Virtual Data Room

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Firmex is User friendly, but the search function could be improved. Sometimes the download speeds are slower on Firmex than other datasites. I typically batch download so I don't have to work on Firmex.

Pros

The software is intuitive.

Cons

The search function does not allow for more advanced searches or searched within documents.

Review Source: Capterra
 

Danielle from Cavalier

May 2016

May 2016

Amazing Support Team

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Firmex has a wonderful support team that takes the time to walk through each step with it's users. I called them often when I was first learning Firmex and was very impressed with their patience and knowledge.

Review Source: Capterra
 

Benoit from Pediapharm Inc.

May 2016

May 2016

International Collaborations Simplified

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We're using Firmex to exchange documents with law firms (e.g. when we did our public listing), as a repository for regulatory documents (drug submissions) and mainly, exchange documents with our multiple international partners (Spain, Germany, Finland, US).
Our setup is simple: One project, one VDR.
Simple access control and simple document management makes this solution optimal for us.
We had to adapt to the new 'group' feature and got the hang of it. Not the most intuitive presentation of the features.
Setting rights access is rather simple and intuitive. So is adding more users. Bulk edit features are also useful.
The recent addition of the Firmex Document Exchange for Desktop was also a good idea.
One final note - the customer service team has been extremely efficient in the initial training and support. Problems are resolved extremely fast and this is critical for us.

Review Source: Capterra
 

Carrie from Lane Powell PC

May 2016

May 2016

Makes Due Diligence Simple

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

As a legal assistant, I'm able to set up a Virtual Data room in no time. It's easy to download documents and share information all across the country. I would highly recommend Firmex!

Review Source: Capterra
 

Linda from Sterling Bay

May 2016

May 2016

Pretty user friendly and convenient.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: sharing, filing, posting, easy uploading/pulling into system
Cons: cannot view as others/assume someone's profile to view only

Review Source: Capterra

  Response: Firmex, Firmex

Date: May 2016

May 2016

 

Thanks for the review! Just to clarify, Firmex allows Project Managers and Administrators to view project content as another member of the project. See - https://support.firmex.com/hc/en-us/articles/204467598

A member of our client success team will be reaching out to you shortly to discuss your specific project. In the mean time please don¿t hesitate to contact our support team anytime (http://www.firmex.com/support/contact-support/). They will be happy to answer any questions you may have.

Again, thanks for taking the time to review Firmex. We appreciate the feedback!

 

Claudia from Citadel Advisory Group

May 2016

May 2016

Easy to use and the best customer service I've ever experienced

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We've been using Firmex as our M&A data room for over 5 years and I'm always impressed with the platform, the company's constant improvement, and the amazing customer service. If I ever have a question, I receive a call back within 3 minutes. Intuitive use and stand-up customer service keep me a satisfied customer.

Review Source: Capterra
 

Simon from Cushman & Wakefield

May 2016

May 2016

Simple and easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

+Easy to use
+Intuitive
+Secure
+Fast
+Great support

Strong support and sales organization that listens and cares. Developing the system continously is important, but not losing track of the simplicity and iniuity is essential.

Review Source: Capterra
 

Rico from African Minerals Exploration & Development Fund

May 2016

May 2016

My experience to Firmex is relatively new but so far so good

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

So far experience has been limited but very satisfying, it is extremely easy to use and functional, our internal parties and external users have become familiar with it quickly and are happy to use it.

Review Source: Capterra
 

Unjoo from KGHM International Ltd

May 2016

May 2016

Excellent tool for organizing info so that it is accessible by those who are permitted to use it.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: easy to navigate, can dowload files simply, is user friendly and intuitive, others can access info.
Cons: none so far

Review Source: Capterra
 

Branden from Alvarez & Marsal

May 2016

May 2016

Firmex makes collaboration easy

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I am using a Firmex data room to compile tax forms for foreign beneficiaries. The forms are sent to one office, and I am in another. The data room offers a secure way for one office to file the forms and I can access them from another location. I get notified by email that new forms have been added so I am always in the know.

Review Source: Capterra
 

M from A law firm

April 2016

April 2016

So easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Firmex is one of the better virtual data rooms I've utilized over the past ten years. Quick uploads, easy to search. Good technical support

Review Source: Capterra
 

Bob from Allegiance Capital

April 2016

April 2016

Easy to use, does the job you need

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Very intuitive to use, especially with clients that may not be very tech savvy. Secure and logs data. Has all the tools necessary to be a solid VDR

Review Source: Capterra
 

Leonardo from Habber Tec

April 2016

April 2016

Excellent tool for data room management - sell side

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We used Firmex for 3 months during a sell side data room need. Software was very intuitive to configure and use. Our lawyers had comparative experiences with other pieces of software, and they said this is the best one they have ever used. I recommend Firmex for their tooling and attentive customer support. I requested it twice, and I was promptly supported.

Review Source: Capterra
 

Michael from Evergreen Advisors

April 2016

April 2016

Virtual Data Room

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Overall the platform that Firmex provides is much more robust and easy to use than the platform my firm was previously using. Firmex has nearly all of the functionality of the larger VDR providers at a cost that is a lot more reasonable to our clients. I would use this product again.

Review Source: Capterra
 

Bradley from Gardiner Roberts LLP

April 2016

April 2016

Very happy with software and the Support

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I love that support answers the call or call you back within a few minutes. Proven repeatedly.

Thanks,

Bradley

Review Source: Capterra
 
 
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