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Overview

Automate and electronically send invoices and track payments. Unlimited customers, invoices and email... all for Free! ...

DealRoom is a cloud-based agile M&A project management solution which combines data storage, communication, and diligence...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

Free

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

1000

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.9

5

4

3

2

1

18

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

144

63

17

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

Extremely effective and good approach to collections and accounts receivable. Supports snail mailing along with emailing, critical in the collections processes.
The ease of use of the online platform. It is super easy to navigate through the menus and accept payment.
Their crew is awesome to work for. They take care of any issue that arises in most cases same day.

Pros

Nice clean and simple to navigate VDR interface. Appreciated ability to reorder tasks.
Ease of use and unlimited data for the price. It is the best value option and does not compromise on quality.
Generally very positive and would be happy to recommend it to colleagues or peers.

Cons

The fact that when issues are refunded they are not reflected in the invoice. This can be confusing for clients and make reconciling and year end statements challenging.
The invoice format that contains the statement info seems to be a little confusing to customers. We have seen some over payments or duplicate payments.
We have a small company and had struggled with an old version of Quick Books that was totally inflexible for our company's unique requirements and business model.

Cons

We were a little confused at times when one person on the team reviewed "new" data which caused the "new" flag to fade and others might miss this due to the volume of data shared.
There were times when I found preview screens to distort the image of the document.
Any time I use a different VDR I get frustrated.
  • Vendor responds to reviews
  • Last review3 years ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features15
  • ACH Payment Processing
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Billing & Invoicing
  • Check Processing
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Visualization
  • Deferred Billing
  • Dependency Tracking
  • Digital Watermarking
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • File Management
  • Full Text Search
  • Indexing
  • Labeling
  • Lifecycle Management
  • Monitoring
  • Multi-Period Recurring Billing
  • Online Payments
  • Overpayment Processing
  • Partial Payments
  • Payment Processing
  • Prioritization
  • Progress Tracking
  • Project Templates
  • Project Time Tracking
  • Projections
  • Real Time Monitoring
  • Real-time Updates
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Search/Filter
  • Secure File Viewer
  • Self Service Portal
  • Status Tracking
  • Tagging
  • Task Management
  • Third Party Integrations
  • Watermarking
  • Total features40
  • ACH Payment Processing
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Billing & Invoicing
  • Check Processing
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Visualization
  • Deferred Billing
  • Dependency Tracking
  • Digital Watermarking
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • File Management
  • Full Text Search
  • Indexing
  • Labeling
  • Lifecycle Management
  • Monitoring
  • Multi-Period Recurring Billing
  • Online Payments
  • Overpayment Processing
  • Partial Payments
  • Payment Processing
  • Prioritization
  • Progress Tracking
  • Project Templates
  • Project Time Tracking
  • Projections
  • Real Time Monitoring
  • Real-time Updates
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Search/Filter
  • Secure File Viewer
  • Self Service Portal
  • Status Tracking
  • Tagging
  • Task Management
  • Third Party Integrations
  • Watermarking

Integrations

  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier