DealRoom vs Plan Comparison

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

DealRoom

Project Management Software

4.6 135 user ratings

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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Plan

Project Management Software

4 2 user ratings

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Overview

Description

DealRoom is a diligence management platform that leverages Agile M&A to run productive processes. Requests can be separated into customisable and specific groups. Whether it is related to financial information or gathering diligence relating to intellectual property, Dealroom organises everything, making searches faster. The agile project management software prevents common inefficiencies related to due diligence, boosting the collaborative productivity of teams. As a result, duplicacy is eliminated along with work silos. Additionally, Dealroom also makes room for early integration of post-merger activities into the deal flow to increase the chances of success. It also has an inbuilt Virtual Data Room that utilises smart technology design. Other features include intuitive design, built-in security, dedicated backend support, agile M&A certification, and other smart features. Read more

Plan brings together all of your teams, calendars, projects, tools, and documents in a single location. Plan automates work life so you and your team may work less and accomplish more. It's part calendar, half project manager. Plan is similar to a personal assistant at work. It intelligently organizes projects and tasks across all of your team's platforms, including calendar, email, JIRA, Zendesk, Salesforce, and Github. Plan is a better method to manage your Google Drive files than a list of thousands of documents that are unsorted and read-only. Simply set due dates to tasks, and then drag them from the agenda view to the calendar with ease. Your lists, like the rest of the world, are likely to change as well. Lists that you no longer want visible in the sidebar can now be archived. Agile Methodologies, Collaboration Tools, Gantt/Timeline View, Kanban Board, Milestone Tracking, Time & Expense Tracking, and Traditional Methodologies are some of Plan's features. Read more

Pricing Options

Free Trial Available
Starts at $500.00. Offers Custom plan.

Free Trial Not Available
Starts at $4.00. Offers Free-forever and Custom plan.

SW Score & Breakdown

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

79%
Reviews

81%
Momentum

62%
Popularity

83%

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

91%
Reviews

75%
Momentum

62%
Popularity

71%

Features

Total Features	7 Features	13 Features
Common Features for All	Kanban Board To visualize the workflow of a project typically representing sticky notes on a white board Milestone Tracking They act as signposts through the course of your project, as they help to ensure that you're staying on track. Percent-Complete Tracking Percentage of work done on estimated items. Project Planning Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources. Project Templates It holds a bundle of built-in templates that can be customized and used in different projects Requirement Management Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery. Resource Management Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances. Status Tracking Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities Task Management Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting. Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects Timeline View Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis. + 3 More - Show Less	Kanban Board To visualize the workflow of a project typically representing sticky notes on a white board Milestone Tracking They act as signposts through the course of your project, as they help to ensure that you're staying on track. Percent-Complete Tracking Percentage of work done on estimated items. Project Planning Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources. Project Templates It holds a bundle of built-in templates that can be customized and used in different projects Requirement Management Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery. Resource Management Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances. Status Tracking Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities Task Management Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting. Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects Timeline View Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis. + 8 More - Show Less
Unique Features	Idea Management Facility to receive insights from internal and external stakeholders Issue Management Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc. Portfolio Management Portfolio management is the art and science of making decisions about investment mix and policy	Idea Management Facility to receive insights from internal and external stakeholders Issue Management Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc. Portfolio Management Portfolio management is the art and science of making decisions about investment mix and policy

Technical Details

Organization Types Supported	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - iOS Installed - Windows	SaaS/Web/Cloud Mobile - iOS Installed - Windows
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online

Reviews & Ratings

User Rating	4.6/5 135 user ratings	4/5 2 user ratings
Rating Distribution	Excellent 65.2% Very Good 32.6% Average 2.2% Poor 0% Terrible 0%	Excellent 0% Very Good 100% Average 0% Poor 0% Terrible 0%
User Sentiments	Intuitive User Interface, Easy to Use, Excellent Customer Support, Efficient Diligence Management Client Adoption Challenges, Occasional Upload Issues, Limited Folder Import Functionality, Lack of Bulk Download Option	Not Available
Review Summary	Dealroom, a project management and fundraising platform, receives mixed reviews from users. Praised for its user-friendly interface, intuitive design, and robust features like pipeline management, data visualization, and investor tracking, it streamlines fundraising processes. However, criticisms include limited customization options, occasional glitches, and a learning curve for new users. While reviewers acknowledge its potential to enhance productivity and collaboration, they suggest improvements in customization, bug fixes, and onboarding support to elevate the overall user experience.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $500.00. Offers Custom plan.	Free Trial Not Available Starts at $4.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Basic $500.00 $500.00 per month Professional $2,000.00 $2,000.00 per month Enterprise Custom	Free Free Personal $4.00 $4.00 per user / month Team Free Premium $6.67 $6.67 per user / month Education Custom Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All DealRoom Alternatives	View All Plan Alternatives