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About

DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.

About

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment Banks, Corporate Development Teams, Private Equity Firms, Law Firms, Accounting Firms

Audience

Our mission is to make teams that deliver client work efficient, organized, profitable and happy.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1000.00/month
Free Version
Free Trial

Pricing

$5.99 per user per month
Pricing starts at $5.99 per month per user, billed annually.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.3 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • Was easy to learn and onboard other team members. user interface is clean. has all the necessary key features.
  • -The storage space for the price -The ease of onboarding -Real-time updates -Easy to tag others in tasks
  • Very user friendly (even for first time users). Most useful and helpful features that other providers to not offer. Team is responsive and easy to work with.
  • Super user friendly, not overly complicated, and relatively inexpensive. I would recommend this to anyone who wants an easy to use data room for their client at a relatively affordable price. Our clients seem to also have no issues with the deal room platform.
  • - The way to add files and documents. - Tracking activities. - Adding users in different roles. - Separation of deal rooms.

Cons

  • I have had no issues with the platform and will continue to use it.
  • -Not applicable
  • N/A - preferred platform of choice with most helpful / user-friendly features.
  • The platform doesn't have all the perks of some platforms such as the question and answer features, CIM and teaser watermarking capabilities, and other items, but in my everyday experience I usually prefer ease of use over some of these items I just mentioned.
  • - At the beginning it was not fully intuitive in the way of usage. - The pricing is for smaller companies challenging.

Pros & Cons from Real Users

Pros

  • The due date driven nature ensures our team is focused on getting work done for clients. Having almost everything we need in one tool means we don't have to manage multiple platforms for things like time tracking or resource management. The resource and workload planning tools are key to ensuring we have the resources to support tour clients. There have been very few outages of the platform, which makes it reliable.
  • Teamwork is built for agencies that value time. Time tracking is woven through the entire system allowing agencies to plan, use, and measure time. And for agencies time is $$. Budgeting tools are flexible and you can set budgets by time, all hours, billable hours, and retainers (and fixed budgets are coming soon). This feature is great for helping workers stay on track to budgets at a glance. Client collaboration is excellent. Adding clients is free and they can gain access to as much or as little information as you choose. The project management portions are intuitive with all the foundational elements you need to organize workloads, projects, and individual tasks. The mobile app is optimized for communications that allow project team members to keep information flowing no matter where they are. The company is very receptive to community feedback.
  • Teamwork is nimble. It enables users of all types to visualize work in a number of different ways. From boards, to lists, to tables, to "My Work", users can structure what requires their focus in a way that suits them best. Every platform requires diligence to make its use, well, useful. Teamwork makes use... easy... intuitive... productive.
  • The Teamwork user interface is very responsive. Although there is some learning curve and when you learn everything it performs superbly well. Its dashboard contains a detailed project overview. Switching between different projects is easy.
  • Teamwork is for us a tool created with the exclusivity of fulfilling each commercial purpose in a transparent and responsible manner, promoting teamwork, and delicately drawing a route with which we have been able to work constantly as planned. One of the important things is time management, the evaluation of billable hours and that the time invested in work performance has real value. The assignment of tasks and the planning of these helps us to maintain an order on the delivery of projects in a timely manner, making successive progress, in addition, the creation of subtasks allows us to break down tasks and do things with much more detail. The ease of using the platform has allowed us to integrate the entire work team very well, we adapt quickly and appropriate Teamwork in our daily work without problems. The methodology to keep the team connected and active by working collaboratively that Teamwork offers is totally innovative, through comments and exchanges of ideas it has allowed us to advance by improving aspects, doing things in an integral way.

Cons

  • Reporting is improving but still limited. Customer support can be inconsistent in resolving issues. It can be cumbersome for end-users.
  • Reporting in general is lacking but I am hearing this is getting a lot of attention right now. Data views are great but need a little more finesse with sorting and collapsing abilities. I also wish 3rd party chat systems could integrate better. Their own chat system seems to work great and we would use that with clients if it was free and included in the base cost. Spaces should be a part of projects and not and independent product.
  • There isn't anything to dislike. Are there areas that can be improved? Sure. I would love some configurability to the project dashboard.
  • There is some learning curve on Teamwork platform.
  • Although Teamwork undoubtedly presents great characteristics that have allowed us to perform within the commercial management in the realization of different projects for the correct fulfillment of these, but, on the other hand, it presents gaps where I think more development is needed to exploit its potential to the maximum. , the updates have been more specific in improving different aspects of interface and quality in their reports, where the interface has aspects that are not very precise or intuitive, on the other hand, the reports, on the other hand, need more detail in the presentation of the data, That the reports have an optimal presentation is vital so that our work can be updated and maintain an adequate performance analysis. We agree that the updates would allow us to focus on appropriate improvements, however, adapting a suitable schedule for this would allow us to prevent our work within the platform so as not to lose our progress due to these updates that appear out of nowhere, a simple notice would give us more convenience in our workflow.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DealRoom
Founded: 2012
United States
dealroom.net

Company Information

Teamwork.com
Founded: 2007
Ireland
www.teamwork.com

Alternatives

Alternatives

Jira

Jira

Atlassian

Categories

Categories

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Data Governance Features

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Marketing Planning Features

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Microsoft Outlook
Salesforce
Slack
APIANT
Cognito Forms
D&B Hoovers
Dropbox
Flow XO
Google Calendar
Google Contacts
Hubstaff
Instabug
Kayako
MailerLite
Marker.io
Meltano
Reptrics
Resource Guru
SSIS Integration Toolkit
Zendesk

Integrations

Microsoft Outlook
Salesforce
Slack
APIANT
Cognito Forms
D&B Hoovers
Dropbox
Flow XO
Google Calendar
Google Contacts
Hubstaff
Instabug
Kayako
MailerLite
Marker.io
Meltano
Reptrics
Resource Guru
SSIS Integration Toolkit
Zendesk
Claim DealRoom and update features and information
Claim DealRoom and update features and information
Claim Teamwork.com and update features and information
Claim Teamwork.com and update features and information