Product updates

Updated Crispchat Knowledge Bank with DealRoom help guides, FAQ articles, and tutorial videos.

Synchronize Deal Contacts and Emails with Outlook Plugin

Users can enable or disable their notifications on a room-by-room basis.

Quickly find information from the pipeline tab using the metadata field value search.

Users can add notes and comments to contact cards.

Pipeline admins can see storage usage in their rooms.

Create, convert, and share analytics into easy-to-digest visuals. Manage and share interactive deal reports with internal and external teams.

To create a new report, add a "tile". Users can pick which filters, visualization (different report display options), and data they wish to include in the report.

Utilize the BI reporting filter feature to see and compare all your deals.

The deal and user details pages now have a three-column design.

Users can set enable email notifications aggregation across all rooms, instead of receiving emails per room.

See user's requests in the pipeline on the user details page.

When pipeline users log in, the default view is now the Kanban board.

Users can record synergies including a description, financial value, assignee, and archive date.

Users can now include documents, dependencies, and other items when copying a room.

Pipeline users can add associated contacts to deals. Select a deal card and click "add contact". From there you either add from existing contacts or add a new contact.

Pipeline users can view the pipeline in a "board" format. The board is a kanban board-like view and displays each of your deals in the appropriate phase column.

Users can redact text on documents from the built-in document viewer. They can use the search function to highlight all of the places that specific text is used, and see a preview of all how the redacted text will look.

Admins can create custom columns and all users can select which columns show up in the data room.

An option to truncate long titles option has been added and is enabled by default.

Now your requests lists can be seen as tabs across the top menu bar.

Choose one of our playbooks to create a new room with an initial list and folder structure already built out.

Users can send a private comment to multiple groups. You can only select groups to send comments to if they have access to see your group.

From the pipeline, you can create and save custom views using filters. You can also change your viewing options, such as columns in the table layout.

With the deal pipeline access management panel, you have complete control over your team's pipeline.

By importing your deals from Excel, you can keep all deal workflows on one platform. DealRoom auto-populates the metadata fields upon import for a quick set up and allows you to have complete control over what deal metadata is displayed.

With the phases history feature, you can track deal progress, add planned vs. actual dates, take notes, and more.

With new documents downloading feature you can check the progress while working in other tabs without interrupting the download.