--- title: "DealRoom Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DealRoom Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/228207/DealRoom/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # DealRoom Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DealRoom ## What is DealRoom? A project management platform and virtual data room for M&A. The world's first and only Agile M&A platform designed to reduce work, track progress and utilize analytics on one centralized project management system. DealRoom is 40% faster and up to 50% less expensive than a traditional data room. Utilize innovative features such as diligence requests, smart search, document viewer, and pipeline management. ## What is DealRoom used for? [Virtual Data Room](https://www.capterra.com/virtual-data-room-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 247 user reviews Reviews sentiment Positive 91% Neutral 9% Negative 0% Starting price $1250 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DealRoom?[Manage this product listing](https://www.g2.com/products/dealroom/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DealRoom 4.6 (247) VS. [4.7 (678)](https://www.capterra.com/p/136372/dotloop/reviews/) Starting Price $1250 Flat Rate, Per Month Starting Price $31.99 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (247) Ease Of Use 4.5 (4,589) Value For Money 4.4 (132) Value For Money 4.5 (3,041) Customer Service 4.6 (153) Customer Service 4.6 (2,814) ## DealRoom alternatives [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.7 (2,934)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (510)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/228207/DealRoom/alternatives/) ## FAQs about DealRoom Overview ### What problems does DealRoom solve? DealRoom solves due diligence delays caused by scattered confidential files, disconnected request lists, and unclear document access. It centralizes indexed deal materials, links documents to information requests, supports fast uploads and downloads, tracks new files and viewing activity, and applies group-based permissions. M&A advisors, corporate development teams, buyers, sellers, and HR teams benefit most. Answer based on 137 reviews Overview ### Which roles and teams benefit most from DealRoom? DealRoom is most used by investment banking and financial analysts, associates, and finance leaders managing diligence, deal pipelines, and transaction reporting. Attorneys and legal teams organize document reviews and requests, while consultants, project managers, directors, and executives coordinate cross-functional deal tasks, monitor progress, and maintain visibility into transaction milestones. Answer based on 247 reviews Overview ### What company size and industries is DealRoom built for? DealRoom serves businesses of all sizes, with small businesses representing 44% of reviewers and Financial Services accounting for 20%. Enterprise users make up 37% and midsize businesses 18%, while Accounting (12%) and Law Practice (9%) are also common industries. Its most common use case is virtual data rooms for diligence and financial transaction workflows. Answer based on 247 reviews Features and Usability ### What are the key features of DealRoom? DealRoom includes secure virtual data rooms for document management, drag-and-drop uploads, folder indexing, and bulk downloads. Core access controls provide role-based and file-level permissions, while activity tracking and notifications show document views and new uploads. Differentiating deal-management features link request lists to documents and support task tracking for due diligence. Answer based on 108 reviews Pricing ### How much does it cost and what fees or limitations are included? DealRoom offers Pipeline Only at $1,250 per month and Single Project at 1,500 per month, both flat-rate plans. A free trial is available. Pipeline Only includes unlimited users with 1GB storage; Single Project adds data-room tools and 5GB. Reviewers value flat rates and no page counts, though some find it pricey for small firms and unsuitable for large, multi-location deals. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does DealRoom integrate with? DealRoom integrates with Microsoft 365, Microsoft Outlook, Salesforce Sales Cloud, and Slack. These connections cover productivity, email, CRM, and team communication tools, giving DealRoom users a short list of core third-party platforms for daily deal and project workflows. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does DealRoom offer? DealRoom provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars cover structured group learning, and documentation offers written reference material for self-paced review and later checking. Answer based on 6 reviews Getting Started and Support ### What customer support options does DealRoom offer, and how do users rate the experience? DealRoom offers email/help desk, phone support, 24/7 live representatives, and chat. Users generally describe support as responsive, courteous, and helpful, with customer success managers offering practical guidance and follow-up. Some users want more FAQs and setup directions to reduce the need for support, while a few say service could improve. Answer based on 23 reviews Security ### How does DealRoom handle data security and access control? DealRoom uses file- and folder-level permissions, group access controls, permission schedules, and dual-factor authentication to control access to confidential documents. Users can securely preview documents without downloading and track room activity through access analytics. Reviewers also report that permission setup can require manual work, security-level allocation can be confusing, and accounts may remain logged in after exit. Answer based on 24 reviews ## Features AI summary Based on 29,194 Project Management reviews According to Capterra reviewers, these are the project management features buyers prioritize most when evaluating a solution: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) DealRoom provides project management capabilities that support teams in organizing work and keeping projects moving forward. Its feature set helps businesses coordinate tasks, manage project activity, and maintain visibility across ongoing work, allowing teams to stay aligned on priorities and day-to-day execution. Collaboration Tools 4.4 (21) 47.62% of 21 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Prioritization 4.1 (18) 33.33% of 18 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency Task Management 4.4 (18) 44.44% of 18 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Security 4.5 (10) 50.00% of 10 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Data Storage Management 4.8 (10) 30.00% of 10 reviewers that rated this feature as important or highly important Manage and store data in a database Drag & Drop 4.6 (10) 30.00% of 10 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components DealRoom 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bulk Uploading: Upload multiple documents at once - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Full Text Search: Search for specific words or phrases within a document or database - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Multiple Projects: Ability to handle several projects simultaneously - Prioritization: Arrange tasks based on the level of priority or urgency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Updates: Receive system updates as soon as any changes are made - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure File Viewer: Secure online viewing of sensitive documents - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Watermarking: Add a digital mark to show ownership of an image, video, document, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (247) 4.3 Based on 247 reviews ## Pricing Value for money 4.4 (132) Free Trial [View pricing plan details](https://www.capterra.com/p/228207/DealRoom/pricing/) Pipeline Only $1,250 Flat Rate,Per Month It includes: - 1gb Data+File Storage - Contact Management - Pipeline Management - Pipeline Reporting - Project Timeline - Unlimited Projects - Unlimited Users Single Project $1,500 Flat Rate,Per Month It includes: - 5gb Data+File Storage - Data Room Features - Diligence/Integration Management - External Stakeholder Coordination - Project Management Features - Single Projects - Unlimited Users Cross-Team Professional Contact Vendor for Pricing It 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) - Unlimited Projects - Unlimited Users Enterprise Contact Vendor for Pricing It 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 - Integrations (Slack - Named Client Success Manager - Pipeline Management - Pipeline Reporting - Private Instance - Progress Reporting - Project Management Features - Project Timeline - Salesforce and More) - Single Sign-on (SSO) - Unlimited Projects - Unlimited Users Value for money 4.4 (132) 4.4 Based on 132 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (153) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (153) 4.6 Based on 153 reviews ## User reviews Overall rating 4.6 Based on 247 reviews Filter by rating Counts reflect reviews available in this feed. 5(158) 4(68) 3(21) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Investment Banking Associate Used the software for: 1-3 years ### "Excellent platform with ease of use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2018 It helps us manage the document / info sharing between the client, our firm and the potential investors. It also allows us to manage users, their permissions etc. It is also helping us managing the analytics on user access. It is easier to upload large size files and share it with intended users which is not possible on outlook due to size limits. Pros Dealroom is easy to use, you can populate dealroom with your due diligence folders and create due diligence list right inside the dealroom instead of sending the due diligence list separately to your clients. Cons Missing Outlook plugin which is mostly available will update tab that would allow execution team to update status on this would allow execution team to update status on transactions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Partner Used the software for: Less than 1 year ### "DealRoom review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 July 7, 2019 Great tool for us to share very sizeable documents at a reasonable cost. Pros DealRoom is very easy to set up, upload and share docs on a confidential basis. Cons There is not a great way to add summary comments or notes to the notification email on new files uploaded. Additionally, the file name gets cut off in the cover email notifications. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer M&A Operations Manager Used the software for: Less than 1 year ### "Dealroom for Vinted" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 October 6, 2021 We haven't tested it in a real project yet, we only set it up and did initial testing and training. \[SENSITIVE CONTENT\] has been immensely helpful and many thanks to her. I can provide more insights after testing it in a real project. Pros Dealroom is user friendly and easy to use, it's clear and well structured for M&A processes. However, more work has to be put into the little details that a user has to go through from an operational POV. The general logic., flow, functionality and features are very handy and useful Cons The little details like not having your own templates, having to import and export, no ability to copy assignees can be annoying . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Investment Manager Used the software for: Less than 1 year ### "Carmen’s Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 1, 2021 I enjoyed it over other data rooms when it comes to closing a transactions. Pros Easy to use when coordinating with multiple parties Cons Too many email notifications received on a daily basis can cloud what is important. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Associate Used the software for: Less than 1 year ### "Amazing VDR!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2020 Uploading documents and making changes are so easy. Any time I use a different VDR I get frustrated. Pros It is much easier to use then most other VDR's I have worked with. The functionality and intuitive features are the best out there. Cons There are no specific complaints I have with this software. A VDR is supposed to make things easy for us to upload documents in a secure location and Deal Room has solved that problem. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Used the software for: Less than 1 year ### "Observations of first time User" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 August 13, 2020 Access to a very large cache of documents to be viewed by multiple people across the world Pros Documents seem to be easily found and easily opened Cons When I added a request, the other users with access get notified of my request but not me. It is off putting at first as I was not sure that my request had been processed. When an email is received notifying of a new document added to a folder, I tried accessing that via both the document link and the folder link. In each case, it took me some time to work out how to get back to the main menu. There needs to be an clearer and easier path (for first time users) back to the main menu of document folders . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Associate Used the software for: Less than 1 year ### "Great data room for users" 5.0 July 30, 2020 Pros DealRoom was a great platform for a project I recently worked on. It provided timely notifications when new items were uploaded to the site, and it the folder structure was easy to navigate and search. Cons DealRoom was easy to use and access - I can't think of anything that I didn't like about the platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Executive Assistant to CEO Used the software for: Less than 1 year ### "DealRoom Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2019 We use DealRoom for Due Diligence and Integration Planning. We love that it is permission-based, down to folder within a section. It has been abundantely helpful getting visibility and real-time updates to the team members involved. Pros It's very user friendly and has a clean UI/UX. Cons I've sent a product request for a "Checklist" feature to be added. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer SVP of Product and Marketing Used the software for: Less than 1 year ### "Easy experience for end user!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 December 18, 2018 Pros Intuitive, just like managing folders and documents on my computer. Never had a proble gaining access. Cons Notifications for each document uploaded coukd be overkill at times, would orefer a daily rollup or a proactive outreach based on the volume of notifications I was getting to ask if I’d like to turn them off. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Project Manager Used the software for: Less than 1 year ### "Fresh approach to stale VDR platforms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 3, 2018 Pros As strictly an end-user, I appreciate certain features, such as bulk download, sort by recent upload, and the ability to customize notifications. Cons I wish that there were additional folders that held "New," "New Since," and "Unread" documents. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/228207/DealRoom/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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