--- 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" --- # DealRoom Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://dealroom.net&name=DealRoom) ## 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. [4.6 (6,080)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $1250 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (247) Ease Of Use 4.5 (9,256) Value For Money 4.4 (132) Value For Money 4.3 (6,928) Customer Service 4.6 (153) Customer Service 4.4 (6,222) ## DealRoom alternatives [4.4 (3,033)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,533)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (869)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (545)](https://www.capterra.com/p/5923/Celoxis/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% 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 slow, disorganized due diligence by centralizing sensitive documents, request lists, task ownership, and permission controls in one data room. M&A teams, investment bankers, analysts, legal teams, and cross-functional deal groups use it to reduce manual status chasing, speed file review, track new uploads, and coordinate buyers and clients efficiently. Answer based on 164 reviews Overview ### Which roles and teams benefit most from DealRoom? DealRoom is most used by M&A professionals such as associates, analysts, investment bankers, and consultants who manage due diligence, document requests, and deal coordination. Attorneys and finance leaders including CFOs, directors, and vice presidents use it to streamline compliance reviews, financial analysis, stakeholder communication, and transaction oversight. Answer based on 247 reviews Overview ### What company size and industries is DealRoom built for? DealRoom serves businesses of all sizes, with the strongest fit among small businesses at 44% of reviewers and Financial Services at 20%. It also has substantial enterprise use at 37%, plus Accounting at 12% and Law Practice at 9%, and is commonly used as a virtual data room. Answer based on 247 reviews Features and Usability ### What are the key features of DealRoom? DealRoom includes core virtual data room features like document management, file upload and download, secure document preview, full-text search, and folder indexing. Differentiating capabilities include role-based permissions down to the file level, integrated request lists with linked documents, task tracking, analytics dashboards, and alerts for new uploads and activity. Answer based on 108 reviews Pricing ### How much does it cost and what fees or limitations are included? DealRoom starts at $1,250/month flat rate for the Pipeline Only plan, with Single Project at 1,500/month; both include unlimited users, and a free trial is available. Reviewers often call the flat-rate structure reasonable and good value, though some smaller firms find it pricey and less suited to larger, multi-location deals. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does DealRoom integrate with? DealRoom integrates with 4 third-party platforms: Microsoft 365, Microsoft Outlook, Salesforce Sales Cloud, and Slack. It also connects with Ideals Virtual Data Room for deal-specific workflows. These integrations cover productivity, email, CRM, communication, and virtual data room use cases. Answer based on 8 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 sessions support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review. 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, helpful, and hands-on, with quick follow-up and useful guidance during setup and everyday use. A few mention wanting clearer FAQs or directions to reduce how often they need to contact support. Answer based on 23 reviews Security ### How does DealRoom handle data security and access control? DealRoom uses permission-based access controls at the file, folder, and group level, secure document sharing and transfer, secure document preview without downloading, dual-factor authentication, and user activity analytics. Some reviewers note security-level setup and permissions can require manual input, and one reported sessions staying logged in too long. Answer based on 24 reviews ## Features AI summary Based on 28,833 Project Management reviews Capterra data shows that buyers of project management software rank the following features as their top priorities: - **Task Management** (**52%** of reviewers rated this feature as critical) - **Project Planning/Scheduling** (**49%**) - **Multiple Projects** (**51%**) DealRoom supports all three of the features reviewers rate most highly: **Task Management**, **Project Planning/Scheduling**, and **Multiple Projects**. Together, these capabilities help teams organize work, map timelines and deadlines, and manage several initiatives at once, allowing businesses to keep projects on track and improve coordination across workloads. 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 Project Planning/Scheduling 4.3 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints 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 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 DealRoom 40 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 - 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 - 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 - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - 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 - 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 - 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 5(158) 4(68) 3(21) 2(0) 1(0) Mentioned topic Sorted by most recent AJ Amy J. VP Cooperate Development Mental Health Care ### "Good M&A organizing Software" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 6, 2021 Great customer support Pros the pre-loaded lists to things to choose from, organization and periodization of tasks. Cons New to it so still struggling to figure it all out. I really dislike that I can't track contacts and follow up prior to getting someone to a possible deal. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RS Rajeev S. Senior Manager Telecommunications ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 4, 2021 Pros Simple and easy to use interface without any starter kit Cons none worth mentioning. Would like to try the mobile version. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 6, 2021 Happy to hear the platform has been simple and easy to use! KD Kinda D. M&A Operations Manager Information Technology and Services ### "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 4, 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 . Alternatives considered [Midaxo](https://www.capterra.com/p/210723/Midaxo/) Reasons for choosing DealRoom DealRoom's UX was neater and easier, also we heard positive reviews about Dealroom when doing our research. DealRoom's CS team was very helpful and responsive, and provided a discount to help us decide in the end. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2021 Thanks for the kind words Kinda and glad you had a great experience with our team and the interface was easy to use! Appreciate the feedback on creating rooms and copying templates, that is an area we are working on making more user friendly currently. Looking forward to having you use it on your first live deal! EG Edgar G. Director Accounting ### "Practical and good relationship cost-benefit" 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 8/10 September 30, 2021 It has been a good experience. The interface is fine though it could be more user friendly Pros Affordable product, practical, it is a good alternative for small-mid sized companies that want to invest in a virtual data room in an M&A context Cons Ease of use can improve, could be more user-friendly and allow a better response to multiple downloads Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2021 Thanks for the review Edgar! If you would like to provide usability feedback by emailing support@dealroom.net, it would be great to hear how we can make the interface more intuitive! Appreciate you taking time to leave a review! CA Carmen A. Investment Manager Oil & Energy ### "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 September 30, 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. Switched from [Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/) We wanted something more interactive and can have people comment on there. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2021 Thanks for the feedback, Carmen! Glad to hear you have enjoyed using DealRoom! You can adjust your email notification frequency in the settings tab. KC Kimber C. Client Success Specialist Venture Capital & Private Equity ### "Great for smaller deals" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 28, 2021 Pros This program works great for our smaller deals and was easy to set up and alter to fit our needs. Cons Doesn't work well for larger deals with multiple locations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 29, 2021 Thanks for the feedback, our team is open to improving any way we can to fit all use cases! FB Francesco B. Corporate Attorney Legal Services ### "Solid Data Room Solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 27, 2021 Overall an effective secure solution for managing the M&A Due Diligence process Pros I use this software on larger m&a deals and it enables very efficient organization and access to data rooms containing a large number of documents Cons I can't think of anything to improve the product Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 28, 2021 Thank you for the review, Francesco! TO Tom O. Engagement Manager Management Consulting ### "Great for Large, Complex Deals- Easy to Use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 September 27, 2021 Overall, this was a good experience. I am happy to see when DealRoom is used when I am involved in a deal. Pros Love being able to preview documents securely without downloading. Has helped a ton in deals with various entities involved in diligence. Cons While the product was easy to use, I wonder if they can add functionality to show what you have viewed/downloaded in the past. I found myself clicking around a bit not knowing what I had viewed already. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 28, 2021 Thank you for the review, Tom! CE Chuck E. CEO Information Technology and Services ### "Works" 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 September 27, 2021 Good way to organize data and provide customized access to documents. Pros Easy to use and upload data. Nothing else to say. Cons Nothing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 28, 2021 Thank you for the review, Chuck! We are happy to hear you've had a positive experience! RR Robert R. sr mgr Financial Services ### "Data Room " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 September 27, 2021 Housing of information relating to transactions Pros User interface is intuitive and easy to navigate - this is important as all competitor products look differently from one another. DealRoom's interface aids in efficiency. Cons Not offhand - no. It is easy for me to recognize new attachments and updates to the site. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 28, 2021 Glad to hear you have found the user interface intuitive and easy to navigate. Thanks for the review, Robert! 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