Virtual Data Rooms

Drag-and-Drop Uploads
Drag and drop files into your folder structure for quick, convenient multiple-file uploads, assisting in seamless organization.

Batch Uploads (Zip Files)
Easily upload your desktop folder structure and files in one step by creating and uploading a single ZIP file.

Folder Structure Templates
Design a data room template for consistency and efficiency. Organize intuitively or use pre-built templates easily.

Custom Workflows
Create tasks, assign roles, and track progress to streamline workflows, boost collaboration, and ensure efficiency.

Granular Permissions
Create VDR users to control granular access, managing who can view, download, or print files with precision.

Two-Factor Authentication
Utilize extra security for added protection, ensuring your data remains safe with controlled access and encryption.

Activity Monitoring - Reporting
Record all user activity to track file access and timestamps, ensuring complete visibility and strengthened security

Dynamic Watermarks
Prevent unauthorized sharing by printing user, IP, time, and email on documents with customizable watermarks for security.

Document Search
Navigating a large file VDR can be seamless. Locate specific files and text within documents instantly with ease.

Communicate With Users
Deploy a single room with a message, sending a personalized email to all users in one simple step for efficiency.

Email Notifications
Set permissions to automatically notify users of file changes and additions, keeping them updated daily or weekly.

Room Archiving 
Securely archive folders, files, and activity reports to finalize your transaction with complete and protected records.

Designed for Configuration
An affordable, intuitive configuration platform avoiding costly programming and third-party expenses. Empower your business with flexible tools that adapt to your needs—no coding required.

Full User Training
Comprehensive user training tailored to your needs! Get personalized guidance to maximize our platform’s full potential—ensuring you have the support and skills to succeed whenever you need i

Unparalleled Support
Unmatched customer service—responsive, proactive, and tailored to your needs. Enjoy seamless experiences, fast issue resolution, and continuous support for your success

Fully Integrated Virtual Data Room (VDR)
Optimize your workflow with our fully integrated VDR). Secure, simplify, and accelerate document management in one platform, saving time and unlocking new opportunities.

End-to-end Transaction Platform
From lead generation to closing—our end-to-end platform ensures accuracy, efficiency, and seamless processes, helping you capture every opportunity in one secure solution.

Secure, Cloud-Based Platform
Access your business securely from anywhere with our cloud-based platform. One login, total visibility, and seamless control—ensuring security, convenience, and real-time insights.  

Security 
Always compliant with PCI, SOC2, HIPAA, FDA Sec 11, GDPA, two-factor authentication, and independent customer databases—ensuring top-tier security and data protection

One Platform Efficiencies
Maximize efficiency with one secure platform—streamlining prospecting, marketing, sales, projects, billing, VDR, and more while reducing reliance on multiple systems.

Guided Tour
Discover the power of our intuitive tools with a step-by-step ‘Show Me Around’ guided tour—on-screen directions that make learning and navigation effortless.