Firmex Virtual Data Rooms software


30 reviews(4.5/5)
30 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

30 Reviews of Firmex Virtual Data Rooms

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  • Terrrence from Sandler O'Neill & Partners

    October 2016

    Investment Banking Analyst

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    September 2016

    Fairly comprehensive and intuitive VDR Platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra

    Response: Firmex, Firmex

    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

    July 2016

    All around great value

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • J. from Parabellum

    Number of employees: 2-10 employees

    July 2016

    Firmex is a Data Room Gem

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Matt from Marriott & Co.

    Number of employees: 2-10 employees

    July 2016

    Excellent Choice for a VDR

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Jamie from Lindquist

    Number of employees: 201-500 employees

    June 2016

    Virtual Data Room

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Amazing Support Team

    Ease-of-use
    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

    International Collaborations Simplified

    Ease-of-use
    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

    Makes Due Diligence Simple

    Ease-of-use
    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

    Pretty user friendly and convenient.

    Ease-of-use
    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

    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

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

    Ease-of-use
    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

    Simple and easy to use

    Ease-of-use
    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

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

    Ease-of-use
    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

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

    Ease-of-use
    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

    Firmex makes collaboration easy

    Ease-of-use
    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

    So easy to use

    Ease-of-use
    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

    Easy to use, does the job you need

    Ease-of-use
    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

    Excellent tool for data room management - sell side

    Ease-of-use
    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

    Virtual Data Room

    Ease-of-use
    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

    Very happy with software and the Support

    Ease-of-use
    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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