Manage transactions with secure data room access, conduct due diligence for buy-side and sell-side activities, prepare data rooms, and track pipeline progress. Share files, collaborate in real-time, and control access permissions.
by Datasite LLC★ 4.9174 ratingsBusinessFreeData updated 2026-09-13
Access workspaces and resources by checking in and reserving desks or conference rooms. View events, invoices, and member profiles. Collaborate with peers, join conversations, and manage payments.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Create sales and view transaction details. Manage inventory levels. Track sales performance. Access real-time data from anywhere. Receive notifications for new transactions. Adjust pricing and apply discounts. Generate reports and export sales data.
Secure data collection with local encryption and client-side password protection. Enable remote wipe for lost devices. Protect keyboard input and store data offline. Sync forms across devices for consistent access.
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Determine diamond prices by inputting carat, cut, color, and clarity details. Compare prices across multiple sources. Save and share diamond valuations. Set alerts for price changes. Export data in various formats.
Manage leads by uploading them from your device. Track buyer status within the or receive push notifications for updates. Qualify leads through outreach and profile building. Monitor pipeline growth and identify ripe buyers for closing deals.
Manage account payments and inventory with a 24/7 accessible dashboard. View due payments alerts, credit utilization summary, and inventory history. Schedule past due payments and payoffs with one click.
Access content, collaborate, communicate in real-time
Access real-time notifications for content updates and mentions. View, download, comment, search, organize, manage, and upload files to the cloud. Collaborate on projects and communicate with the team.
Manage leads with real-time notifications and acceptance options. Track lead status, communicate with team members, and access client information directly from the . Share updates and collaborate on lead assignments.