Alternatives to ProDeal
Compare ProDeal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ProDeal in 2026. Compare features, ratings, user reviews, pricing, and more from ProDeal competitors and alternatives in order to make an informed decision for your business.
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Ansarada
Ansarada
Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions. More than just a Virtual Data room, Ansarada provides end-to-end deal management to help you maximize your potential and stay in control. Keep your files in a centralized repository for always-on deal activity, and share your files securely with Secure File Share. -
2
CapLinked
CapLinked
When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com. -
3
Midaxo
Midaxo
Midaxo is the M&A Intelligence Platform, purpose-built to help corporate development and finance teams manage deals with clarity, control, and repeatability. Instead of stitching together disconnected tools and spreadsheets, frequent acquirers run their entire deal lifecycle in one connected system, from strategy and pipeline through diligence, integration, and value capture. Midaxo was named a Leader in the IDC MarketScape: Worldwide AI-Enabled Deal Management 2025 Vendor Assessment. Platform highlights: -Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications -Process Management: templatize, standardize, and track tasks across every stage of a deal -Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration -Connected Intelligence: diligence findings travel into integration planning, and deal context stay -
4
EthosData
EthosData Virtual Data Room
Close your M&A, IPO or fundraising deal faster with EthosData. A simple, secure and quick data room service to simplify your transaction. Using our award-winning service of easy-to-use data rooms and experienced teams of professionals, multiple parties can work on a deal’s confidential information. Our virtual data room has been used by 100,000+ user and we have helped to close $900+ billion deal value. You focus on your deal. We'll focus on your documents.Starting Price: $180/month -
5
Peony
Peony
Peony is a modern, secure virtual data room (VDR) built to streamline deal workflows from fundraising through due diligence. With AI-powered Q&A, one-click redaction, page-level analytics, NDA gating, dynamic watermarks, built-in e-signatures, and enterprise-grade security, Peony replaces clunky legacy VDRs with a fast, intuitive platform teams actually enjoy using. Upload unlimited documents, invite unlimited users, and track every view down to the page — no per-page fees, no storage limits, no setup costs, and no surprise invoices. Designed for boutique M&A advisors, private equity and venture capital funds, real estate teams, and high-growth startups, Peony gives deal teams the control, visibility, and speed needed to close faster. Whether you're raising a round, running a sell-side process, or sharing sensitive documents with investors, Peony keeps your data secure and your deal moving.Starting Price: $20 per month -
6
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
7
Cirrus Secure
Cirrus Secure
Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster. -
8
thedocyard
thedocyard
Built by deal-makers for deal-makers, thedocyard’s virtual data room, Q&A workflows, full audit trails, and task checklists help you own every stage of your deal. Gain an unfair advantage. When your reputation is everything, count on thedocyard to help you reduce your risks, manage tasks, and get the deal done. Trusted by the world’s best. Get deals flowing with a secure deal management platform trusted by the world’s leading corporates, legal, and advisory firms. Deals done faster, better, smarter. Go beyond data rooms to control every aspect of your transaction. Six ways thedocyard helps deals flow: * Virtual Data Rooms * Q&A Workflows * Customised User Permissions * Assign & Track Tasks * Collaborate Across Timezones * Complete Audit Trail -
9
Venue
Donnelley Financial Solutions (DFIN)
Accelerate your deal process with our financial compliance software’s award-winning, feature-rich virtual data room continually optimized for security, productivity and usability. Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms. Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts. Make your data room provider an extension of your deal team. Get control and cost transparency. Our virtual deal room lets you quickly self-launch one or multiple deals, complete bulk uploads and get clear pricing with an instant file-level page count and more. Experience the benefit of virtual data room innovation. -
10
RedlineDCS
RedlineDCS
RedlineDCS is a web-based software product designed to facilitate collaboration among deal teams on transaction legal agreements. It offers secure deal rooms where dealmakers, advisors, and counsel can mark up, comment on, and share drafts of transaction agreement documents. Additionally, the product provides e-signature options and a secure repository for executed legal agreements RedlineDCS is for organizations in need of an efficient, secure, and reliable document collaboration solution for managing their data, communication, and workflow processes for transactions. Our platform meets the needs of customers involved in active M&A campaigns, securing financing, commercial real estate transactions, and other activities that require drafting and executing legally binding agreements. Our customers are dealmakers—professionals responsible for managing the deal process, from start to close. -
11
FinBursa 360
FinBursa Technologies Ltd
FinBursa is an AI-native operating platform for professional participants in private markets — helping small and mid-market firms run relationships, deals, and fundraising in one place, replacing CRMs, spreadsheets, shared drives, and ad-hoc data rooms. CRM – A connected view of investors, issuers, companies, and funds. Deal Management – AI-assisted workflows, collaboration rooms, data rooms, and due-diligence tracking. Fundraising – LP portal, collaboration rooms, and automated reporting. Every workflow combines AI assistance, secure multi-party collaboration, and institutional-grade document infrastructure. FinBursa is for institutional, qualified, and professional investors only. It does not act as a broker or advisor and provides no investment recommendations. Subscription-based; no success or transaction fees.Starting Price: $100/month -
12
Dealcloser
Dealcloser
We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!Starting Price: $149 per month -
13
Enable Us
Enable.us
Organize, share and analyze everything your buyers and sellers need to close deals quickly using our digital sales rooms. Marketing content, sales content, and customer voice in one link. The B2B sales process is difficult and time-consuming. Managing content creation and distribution, Zoom meetings, and Q&A between 2-20 buyers and influencers is hard. Enable streamlines this entire process, allowing you to manage it from one unified digital sales room. Sellers spend up to 25 hours finding content every month. Content sprawl is real, making managing and finding the right content a daily time suck. One place finally has everything sellers and buyers need to close deals quickly. Too often we make it hard for our champions to help us close our deals. Dozens of emails, meetings, phone calls, and documents make it difficult for your champion to coordinate with their evaluation team. Enable tracks all sales room activity, alerting sales in real-time.Starting Price: $50 per user per month -
14
WorkflowFirst
RiaForm Technology
A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.Starting Price: $99 one-time payment -
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Intralinks DealCentre AI
SS&C Intralinks
DealCentre AI is an AI-powered M&A dealmaking platform from SS&C Intralinks designed to support every phase of the transaction lifecycle. The platform enhances the virtual data room experience by combining secure deal collaboration, document intelligence, automation, analytics, and AI-driven workflow support in one integrated environment. Powered by Link, Intralinks’ proprietary AI engine, DealCentre AI can summarize lengthy files, identify sensitive information, simplify Q&A, support redaction, and answer deal-specific questions through Ask Link. It helps deal teams manage marketing, diligence, buyer engagement, collaboration, security controls, document-level permissions, and pipeline transparency more efficiently. DealCentre AI is built to accelerate deal execution by reducing manual tasks, improving access to critical information, and delivering smarter insights throughout the process. -
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Deal Room Data
Deal Room Data
Deal Room Data is a virtual data room service for brokers and M&A professionals. We provide a multi-level service for the independent broker up to the large firm. With Deal Room Data, you will have the ability to create deal folders, manage documents, create users, and assign them various levels of access. By providing on-demand, around-the-clock access to information across an unlimited network of partners and prospects, you have the power to make deals happen in today's sophisticated business landscape. Our virtual data rooms play a crucial role in sharing, protecting, and tracking access to documents in a variety of mission-critical business transactions and projects. DRD was developed with value and simplicity in mind. This is a powerful tool at a very affordable price. Instantly populate your deal room by uploading multiple documents from your desktop into the deal room.Starting Price: $19.99/month -
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Closing Folders
Closing Folders
Closing Folders removes the messy, repetitive tasks from legal transaction management so you can focus on delivering more value to clients. Through intelligent automation and collaboration tools, Closing Folders helps you run deals with unparalleled efficiency, accuracy, and control. Proprietary machine-learning technology automates repetitive tasks like creating signing packages and closing books so you can focus energy elsewhere. All stakeholders have a single source of truth for a deal. You can easily respond to client queries and track deal progress to ensure nothing falls through the cracks. By reducing time spent performing low-value activities when running deals, you'll have more time for delivering high impact legal advice to clients. Closing Folders is designed to harmonize with the way you run deals today. Our software conforms to your workflow, not the other way around. Closing Folders is a pioneer in legal transaction management software. -
18
PactFi
PactFi
PactFi is a fintech platform designed to manage and streamline complex private credit transactions by providing end-to-end operational infrastructure for deal coordination and closing. The platform centralizes workflows, data, and communication across multiple parties involved in a credit transaction, enabling arrangers, investors, legal counsel, borrowers, and administrators to collaborate within a single secure environment. Instead of relying on fragmented systems and heavy email coordination, PactFi organizes the deal process through structured workflows that track every step of the transaction and maintain a consolidated record of activities and documents. It allows users to manage the flow of funds during deal closings, input facility draw amounts, record fees, and automatically generate sources-and-uses summaries that help participants verify the financial structure of the transaction. -
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RentTango
RentTango
As a single stack solution, RentTango brings greater efficiency and visibility to your business. Our goal is to give you a competitive edge and the confidence to grow and expand. Our unique, leasing-specific deal flow provides greater visibility to every step of the deal. We keep your team and customers updated on the deal progress so everyone is aware exactly what the next step is and who is responsible which means deals close faster and smoother. While we incorporate cutting- edge technology like marketing automation and artificial intelligence, our goal is to support and help your agents, not replace them with robots. Made specifically for multifamily property managers and owner-operators, we are built to improve your company's business operations and give you the confidence to grow. -
20
ezbospro
ezBOSPro
ezBOSPro is a simple back office business intuitive software that’s easy to use, also powerful enough to handle businesses of any size. Manage property throughout the whole deal process from start of the deal pipeline to projected commissions and closed deals. Integrated automated Checklist processes like deal checklists, commission checklists, etc. Provide attorneys, agents, and brokers true visibility into each real estate transaction via email reminders and instant notifications for each step of the process. Detailed commission payments with its breakdown for each property listing by creating individual commission plans for all the agents. Beautifully designed Agent portal from onboard new agents manages their performance, commission plans, % splitting, a grouping of agents under a manager, etc. Manage easy expense tracking such as E/O expenses, MLS Fee, Desk Fee, Technology Fee and many more. Also has provision to assign each expense to different parties to simplify this process. -
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Brainloop DealRoom
Brainloop
Secure exchange of information during transactions. Brainloop DealRoom. The highly secure solution for M&A, due diligence and all transactions that require confidentiality. Your challenges: Even in the run-up to an IPO, takeover or due diligence, you have to ensure that all information is protected and all processes are continuously logged. You can only successfully complete your next M&A project if consultants, investors, lawyers and your customer can view the sales documents anonymously and bids remain strictly confidential until the end. Your solution: Brainloop DealRoom - the virtual data room for the highly secure exchange of large amounts of data in all phases of a deal. Brainloop DealRoom. The highly secure solution for M&A, due diligence and all transactions that require confidentiality. Your challenges: Even in the run-up to an IPO, takeover or due diligence, you have to ensure that all information is protected and all processes are continuously logged. -
22
Boundeal VDR
Boundeal VDR
Boundeal is a cutting-edge software company revolutionizing how businesses manage and share confidential documents and transforming the Virtual Data Room (VDR) landscape with innovative AI-powered solutions tailored for high-stakes business transactions. Our platform features AI agents specifically trained for each type of deal—from M&A todue diligence—providing intelligent insights, document analysis, and actionable recommendations to accelerate decision-making. With seamless collaboration tools and features like dynamic watermarking, secure document signing, and customizable permissions, we help businesses close deals faster while maintaining the highest level of confidentiality. -
23
Pipedrive Dealbot
Pipedrive
Get instant sales deal updates to your team with Pipedrive’s Dealbot. Whether you need to coordinate several people to help close deals or simply keep everyone in the company informed, Pipedrive Dealbot will automatically handle it directly within Slack. Salespeople can keep teams up-to-date without having to schedule meetings or write lengthy emails. With Pipedrive Dealbot the whole team is always ready to help close that next big deal. Slash commands allow you to complete an action with an app simply by sending a message in Slack. Type a / forward slash in any conversation to view a list of available slash commands. -
24
Akoonu
Akoonu
Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity. Immediately increase productivity for everyone with intuitive pipeline views, roll-ups, and status indicators on opportunities. Natively developed on the Salesforce Lightning Platform for full data security, rapid deployment, and seamless integration with business processes. Quickly see how deals have flowed into and out of your pipeline, including new deals, wins, losses pushes, and more. Summary calculations show the change in total value, with all the underlying data that adds up to the net result. Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks. Use visual cues alongside numeric values to weigh pipeline risk across deal factors including a number of deals, deal values, status, and timing. Review key data for individual deals to gain deal context and spot areas of concern.Starting Price: $20 per month -
25
LinkHelp
LinkHelp
Businesses across the globe use LinkHelp to reach potential customers, nurture relationships and close deals. With in-built safety limits and no storage of your personal data on our server, your LinkedIn profile remains completely secure! Create accurate target audiences, generate hot leads, engage with prospects and close deals faster! Our user-experience and video tutorials make LinkHelp the easiest LinkedIn tool that you and your teams could ever use! Withdraw the sent connection requests to avoid stacking up of unaccepted invites. Accept multiple LinkedIn connection requests instantaneously.Starting Price: $6.50 per month -
26
Timeref
Timleyup
Timeref is a virtual data room certified AFNOR NF 203 CCFN focus on M&A deal confidentiality and documents integrity. Timeref is the best data room to share confidential documents during M&A deals, fundraising with an unlimited level of access. You can get access to every data room's activity with the logs journal to control every suspect activity or to know what your guests are looking for. Communicate with your guest with security and confidentiality with Q&A. At the end of the transaction you can sealed a virtual data room, it will archive very documents, folder, activity log, q&a and index of the data room in secure digital vault.Starting Price: $55 -
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DeelTrix
DeelTrix
DeelTrix is a modern Virtual Data Room platform built to transform how businesses manage and share sensitive information during critical transactions. Designed for investment banks, startups, legal firms, and enterprises, DeelTrix provides a secure, scalable, and intuitive environment for handling confidential documents across fundraising, mergers and acquisitions, due diligence, and compliance workflows. At its core, DeelTrix combines enterprise-grade security with a user-friendly interface, enabling teams to organize documents, control access, and collaborate seamlessly. The platform eliminates the inefficiencies of traditional tools such as email and generic cloud storage by centralizing all deal-related activity in one secure workspace. DeelTrix is trusted by over 500 deal makers who rely on its advanced capabilities to execute transactions with speed and confidence.Starting Price: $79/month -
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Fluint
Fluint
Fluint is an AI‑powered deal acceleration platform that prevents mid‑funnel stalls by generating tailored, account‑based documents—business cases, executive summaries, mutual action plans, post‑demo emails, and MEDDICC notes—in under 60 seconds, all voiced in each customer’s language. It offers a library of proven frameworks or custom uploads and consolidates call transcripts, meeting notes, and CRM data to craft context‑rich content, automatically highlights discovery gaps, updates living documents with new insights, and provides a collaborative deal room for champions via shareable, branded workspaces. Sellers can multithread engagements, maintain institutional knowledge, and refine messaging with redlining and version control, while RevOps and leaders gain real‑time visibility into deal health and execution consistency. Loved by over 500 companies and credited with more than $250 million in closed‑won revenue, Fluint integrates easily without a heavy setup.Starting Price: $70 per month -
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Streaml
Streaml
Streaml is an AI-powered outbound sales CRM that acts like a virtual employee, automating lead scraping, messaging, follow-ups, and deal-closing. Its five-step system covers the entire outbound process: scraping contacts, tracking LinkedIn signals, automating outreach, monitoring engagement, and closing deals. The platform personalizes B2B emails with human-like messaging adapted to each contact’s context and intent. Streaml also automates follow-ups, ensuring no opportunity is missed while providing detailed insights into open rates, replies, and scheduled meetings. Sales teams benefit from continuous, 24/7 prospecting, nurturing, and closing support. By replacing manual effort with AI-driven workflows, Streaml saves time, improves efficiency, and generates more qualified leads. -
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DataVault
DataVault
Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.Starting Price: $10 per month -
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Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
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Archer
Archer
Archer’s integrated underwriting and investment platform powers multifamily professionals. Spend less time screening deals and more time closing them. Accelerate acquisitions from sourcing through underwriting. Increase deal flow and improve close rates. Automate underwriting and reduce credit risk. Archer’s integrated platform makes it easier to underwrite, source, and screen more data-driven deals, in the right markets, with an integrated virtual assistant that eliminates hours of repetitive work every day. Dial in your strategy, research the market, and view the deal pipeline in hours, not weeks. One you've decided which deals to focus on, you can get a full underwriting in minutes. Archer's software leverages data and AI to help investors, brokers, lenders, and property managers do more with less. Combine your strategies with AI to quickly analyze a nationwide set of deals and provide data-driven deal analyses and recommendations. -
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Roadrunner
Roadrunner
Roadrunner is an AI-native CPQ replacement built around PQA: Prompt, Quote, Approve. It helps revenue teams move from prompt to quote to approval in minutes, not days, so they can stop configuring and start closing. Instead of forcing reps to learn another complex system, Roadrunner lets them talk to a single conversational agent that knows the company’s products, policies, and every deal the team has ever closed. Reps can prompt quotes, resolve approvals, and ask how to structure a deal through natural language. Roadrunner calculates pricing across tiers, ramps, bundles, and approval thresholds in sub-seconds, keeping sales at the speed of the customer rather than the speed of traditional CPQ. Deal desk, finance, legal, and executive stakeholders can sign off in parallel on one surface, while the agent scores every quote against closed-won history using metrics like margin, discount, term shape, or custom criteria. -
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Octane Lending
Octane
Make deals in less time and increase your ability to sell with Octane’s all-digital financing platform. Submit credit applications to prime, near-prime, and sub-prime lenders in our network. Our credit decisions are automated, so you can build precisely the right deal, instantly. Our team of friendly experts help you close deals quickly, efficiently, and without stress. Submit one credit application and receive an instant decision. This means you can start closing the deal in minutes. Work the deal using our flexible platform. Adjust down payments, add accessories and back-end features, and customize the deal for your customer. Our verification process is a breeze. Contracts are automatically generated and can be signed online. And just like that, your customer is off with their dream vehicle. -
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Flexie CRM
Flexie Solutions
Bring more revenues to your company by focusing on the deals with the highest value. Timing is crucial in sales, and so is having a simple and insightful deals pipeline. Flexie has built an easy-to-use and powerful deals management system, allowing you to concentrate on deals that bring the most value to your organization. Never let high-value deals fall through the cracks. Our user-friendly and customizable deals pipeline lets you create as many deals as you want. Use filters to find specific deals, drag and drop deals to move through stages, and have everything into one place. Close more deals, set new targets for your team and tailor your deals pipeline to your sales thinking. Assign deals and tasks to your sales reps and managers. -
36
Ruum
SAP
Coordinate with internal and external stakeholders, follow upon campaign budgets, share updates with agencies, and coordinate company occasions. Increase efficiency of logistics, create and maintain clear and effective supply chain methods, coordinate teamwork across planning and execution. Manage services in parallel, coordinate Requests for Proposals, Proof of Concepts, and customer escalations with full transparency. Create hiring plans, manage and organize interviews, onboard new employees, and coordinate employee programs with other departments. Manage project-based sales, oversee key milestones, deliverables, and contacts; close more deals faster and duplicate across accounts. Gather and discuss data, share ideas for action plans, manage responsibilities, and implement more data-driven business activities. Get an overview of all open projects and tasks at one glimpse.Starting Price: $10 per month -
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HummingDeck
HummingDeck
HummingDeck is a document sharing and analytics platform with digital sales rooms for sales, HR, and agency teams. Share proposals, contracts, and case studies via tracked links - and see exactly who opened them, which pages they read, where they dropped off, and what they clicked. Features include per-page engagement analytics, drop-off analysis, click tracking, activity heatmaps, and real-time view notifications via email and Slack. Organize deal documents in branded rooms with mutual action plans and accept/decline workflows. Integrates with Close CRM and Slack. Supports PDF, PPTX, DOCX, and interactive HTML. Free plan available, paid plans from $10/monthStarting Price: $10/month/user -
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Fluid CRM
Fluid CRM
Fluid CRM is a visual, lightweight CRM built for solo founders, freelancers, and small B2B sales teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view where you drag deals across stages and always see what needs to happen next. Core features: unlimited pipelines and contacts, visual drag-and-drop deal boards, follow-up reminders so no lead slips through the cracks, BCC email sync, embeddable lead capture forms, in-app automations, REST API with webhooks, and easy CSV import and export. Keyboard shortcuts and minimal clicks make 10-second tasks take 10 seconds, not 5 minutes. Setup takes about 5 minutes. No onboarding calls, no admin overhead, no upgrade traps. Every feature included in every plan. Fluid CRM is rated 5.0 on AppSumo and powers hundreds of small B2B pipelines. It has the structure of a CRM with the simplicity of a spreadsheetStarting Price: $16 -
39
DueDash
DueDash
We bring efficiency to startups and investors through interactions, engagement, and data insights. Get holistic fundraising and investor relations support. Find new investors, engage them, and close deals. If you are new to fundraising, check out our education platform, resources, and events to get you ready for your journey. Find the right investors, and get on the radar of matching angels, VCs, and CVCs for funding. Get ready for fundraising, create a data room that impresses investors, and close deals. Learn how to build an investable startup, deal with investor questions, and fundraise like a pro. Join monthly investor & startup events, access fundraising resources, and over $100K in credits. With our end-to-end investor relations platform and custom investor services, we increase efficiency and help investors make data-driven decisions while overcoming cognitive biases. Collaborate with your team to access deal flow, manage your pipeline & engage with startups.Starting Price: $42 per month -
40
Devensoft
Devensoft
Your M&A pipeline can be a strategic engine for growth, as long as it is managed well. Our M&A software platform seamlessly integrates with your entire deal process from pipeline to integration to help you manage all stages of your deals and ultimately produce returns. M&A is a team sport from start to finish. On the front end, it is important to bring together teams from across the organization to help evaluate potential targets. Once the deal closes, it is important to ensure everyone is working together closely toward common goals. While weekly status reports sound like the right place to start, executives and businesses do not operate best with such limited data. Devensoft makes it easy for executives to assess progress in real-time. Reports are automatically updated and you can filter with a simple click of a button. It’s true no two deals are alike. Having a playbook can give your teams the confidence they need to move quickly. -
41
Katalyst
Katalyst
Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence. -
42
GetSocio
Getsocio
Build your free online store in a minute with Getsocio website software on the Daily Deal platform. It's that easy. Enter your name, your email, and a site name. If you haven't chosen a final site name, you can change it later. Neither phone number nor home address is required. No software to install. Once your online store is created, you are able to tweak anything as you wish. Add your logo, a domain name, and pictures. Change themes and just look at the result. Choose the language you would like to use, that will help you to sell throughout the world. Choose a currency and a payment system. Now you've created your own daily deal site, which is open 24 hours a day. Online business cuts costs on a shopping space. You can sell all over the city as well as over the country. Your daily deal site saves time for you and your customers. Getsocio will walk you through every step of creating your daily deal site, from homepage design to checkout security.Starting Price: $15 per month -
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Mosaic
Mosaic
Mosaic is a commercial-grade, AI-driven deal modeling platform designed to automate and standardize financial analysis workflows for private equity firms, investment banks, and deal teams. It replaces traditional spreadsheet-based modeling with a structured, rules-based system that can generate near-instantaneous deal math, allowing users to move from raw deal materials such as CIMs or financial statements to fully built LBO and operating models in minutes. It emphasizes speed, accuracy, insight, and transparency, enabling teams to reduce time spent linking formulas and instead focus on evaluating investment opportunities and making decisions. Its deterministic modeling engine ensures consistency by eliminating common spreadsheet errors such as broken links or missed calculations, while maintaining full traceability of assumptions and outputs. -
44
NomoHub
NomoHub
NomoHub is the all-in-one field sales platform designed to replace up to 10 different tools, empowering solar and roofing businesses to streamline operations, close more deals, and reach their full revenue potential. With NomoHub, your business can aim higher, close more deals, and maximize revenue. NomoHub offers sales features such as Storm data; Canvassing; Team Tracking; Fast Estimates; Measurements, Appointments; Photos with Annotations; Proposals and Signatures all in one place.Starting Price: $35/user/month -
45
Journey Sales
Journey Sales
No more sending (and resending) email attachments. No more generic sales content. Smart Rooms let your development, sales and account teams deliver personalized content to the right people, exactly when they need it. Smart Rooms create a truly collaborative digital workspace by bringing all communications between you and your customer together, under one organized roof. No more endless emailing. No redundant meetings. Just faster consensus-build and decision-making. Smart Rooms deliver account and individual level activity and engagement insights to help your team drive account planning and execution, optimize content, allocate resources and create truly personalized buying experiences. Predict what deals will close and when with alarming accuracy. Complementing (not replacing) your sales process, Smart Plays automate certain sales activities to drive the buyer journey forward. -
46
Intralinks VDRPro
SS&C Intralinks
Jumpstart your next M&A deal with VDRPro from Intralinks – the world’s most advanced virtual data room (VDR). Accelerate your deal with automated setup, preconfigured workflows and real-time insights that identify and rate your most interested buyers. Boost efficiency with our new, more intuitive user interface, and safeguard your project with Intralinks' unparalleled security for Mergers & Acquisitions dealmakers. Seamlessly upload videos such as facility tours and management presentations to your VDR in seconds – all within your data room – plus Zoom integration. -
47
Ellty
Ellty
Ellty is a virtual data room built for founders, investors, and dealmakers who need to share sensitive documents securely throughout fundraising, M&A, and due diligence processes. With enterprise-grade security and detailed document analytics, Ellty gives teams full visibility and control over every deal. Use Cases: Fundraising — Share investor materials and track exactly how they engage with every page M&A & Due Diligence — Manage confidential deal documents in secure, structured data rooms Client Deliverables — Share proposals and reports through professional branded portals Board Management — Organize and distribute board materials with controlled access Core Features: Page-by-page document analytics showing precisely what viewers read and for how long Virtual data rooms with granular, role-based access controls Custom branding for client-facing document portals AES-256 encryption and enterprise-grade security infrastructure Dynamic watermarkingStarting Price: $69 per month -
48
Sydecar
Sydecar
Sydecar is a deal-execution platform purpose-built for venture investors that automates the entire back-office lifecycle of private investments, from vehicle formation to closing, compliance, banking, and administration. It allows venture-fund and syndicate managers to create special-purpose vehicles or funds in hours instead of days, handling tasks such as entity formation (including Delaware-domiciled SPVs), obtaining EINs, standardized legal agreement generation, investor onboarding and closing, banking integration, KYC/AML compliance, fund-accounting, tax documentation (K-1s), regulatory filings, investor distributions, and ongoing reporting. Sydecar supports not only single-round SPVs but also layered structures, secondary SPVs, fund vehicles, and co-investments, giving flexibility to sophisticated deal structures. It delivers a product-first, standardized workflow, replacing manual spreadsheets, custom legal processes, and piecemeal administration.Starting Price: $4,500 one-time payment -
49
DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
50
Lucrativ
Lucrativ
Lucrativ Sales Acceleration CRM. A complete sales CRM software engineered to drive deals. Contact and Lead Management. Built-in Sales Tools (Email/Power Dialer/SMS). Workflow Automation. Fully Mobile. Customizable Reports and Dashboards. The lead info and insights you need to contact leads and close deals with confidence. Set and automate sales cadences to send off to your team for efficient deal closing. Track and analyze sales performance with customizable metrics and real-time reporting. Any successful sales leader will tell you - more calling means more closing. Save time and connect more with Lucrativ’s Power Dialer, our dialer helps you contact more leads faster and even helps you prioritize which leads you should be reaching out to. Data-driven decision making is more than just a buzzword. Get the picture on where your business stands with customizable metrics, real time reporting, and easy-to-read dashboards.
