DealRoom

Remove the hassle of switching between your inbox and deal pipeline tracker, and keep your deals current by adding DealRoom's pipeline capabilities to the place you actually do the work. This add-in is designed to eliminate the manual work of capturing email communications with bankers and targets, tracking follow-ups, and deal updates in a deal sourcing process.

What this add-in allows your team to do:

• Automatically capture email conversations, including attachments, and contact details to your pipeline
• Automatically capture and create contacts from email participants
• Log new deals in seconds with AI-assisted field population
• Make updates for your existing deals
• View and add deal notes
• View and add deal tasks
• Receive AI-suggested deal field updates when new information arrives in emails

How it works:

• Open any email in Outlook and click the DealRoom icon on the right-hand side of your inbox
• Connect your DealRoom account and select the deal to associate with the thread
• From that point on, all replies, contacts, and attachments flow in automatically

A DealRoom account is required. Visit dealroom.net to learn more or contact support@dealroom.net.