SmartRoom VDR

SmartRoom technology and services teams provide your organization with a secure, dedicated web-based platform where key constituents can share documents, streamline workflow, and prepare data for use in business critical events.

SmartRoom CRM

SmartRoom CRM is one piece of the SmartRoom Suite of financial solutions. Built by deal professionals for deal professionals, this multi-platform and mobile customer relationship management solution creates tremendous value.

SmartRoom Integrate

SmartRoom Integrate is a single platform that includes a repeatable process, a set of tools for managing, monitoring, tracking, and reporting synergies. This enables Integration teams to deliver results and anticipated deal ROI.

SmartRoom Users and Clients