Who Uses This Software?

SmartRoom CRM is a custom CRM solution designed for middle-market deal professionals in the investment banking and private equity fields.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact SmartRoom for pricing details.
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • SmartRoom
  • www.smartroomservices.com

About SmartRoom CRM

Built from the ground up by investment banking and private equity professionals for the M&A industry

SmartRoom CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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