Feature: Virtual Data Rooms
Agents can create integrated virtual data rooms and upload all due diligence information (Word, Excell, PDF documents etc.) into the cloud. External parties such as accountants and Lawyers will be sent invites and can review posted documents online
Agents have access to detailed statistical information about who viewed what information and when.
The use of modern data rooms will enhance your image as a professional and increase the chances of signing larger engagements. The complete integration of the data rooms and the CRM makes it easier for you and your clients to access information, send invites to buyers, sellers and accountants and monitor each party's commitment to the deal.
Also, your firm's brand is reinforced when clients access the DealRelations platform from within your Website with your logo at the top. Finally, you don't have to buy the Data Room services from a separate vendor, which alone can cost even more than a CRM so you save money while receiving a far better service.
Available in the following plans:
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