Sales: (800) 988-8850
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Exclusive for M&A Source Members

STARTER PLAN

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Includes as a member benefit

  • Unlimited Projects / Rooms
  • 1 Administrator
  • Unlimited Users
  • 1 GB of Cloud Storage

Features:

  • Security Level Document and User Management
  • View-Only Access
  • Room Level Branding
  • Dynamic Watermarks
  • Document Printing & Saving Restrictions
  • New Document Notifications
  • Custom Terms of Access/Disclaimer Page
  • Custom User Invitations
  • Detailed Audit Trail & Reports
  • Basic Search Capabilities
  • Self-Onboarding
  • Online Help Center
  • US Business Hour Email Support
  • SOC 1/2 &ISO 27001 Compliant Data Center
  • FINRA Compliant
  • Self-Onboarding
  • Support Portal Help Center
  • Online Guide and FAQ
  • Self-Serve Archiving

PLAN UPGRADES

REQUEST UPGRADES

Available Upgrades:

  • Additional GB of Storage - $10/month
  • Additional Administrators - $20/month
  • Phone Support - $50/month
  • White Label Branding - $10/month
  • Task Management - $50/month
  • DocuSign Integration - $25/month
  • Archiving to a thumb drive - $150 per room + shipping
  • CRM Seamless with Vault Rooms - $45/month per seat

For customer service please email sales@coollifecrm.com

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

When dropping your files in a box just won’t cut it. You need comprehensive file storage & management, you need Vault Rooms.

View Features
Vault Rooms allowed us to quickly and securely deliver documents to our customers. the service is easy to get setup and didn't require us to purchase servers or any software.
Tony RosalesDirector of IT Operations - Networx, Inc. / Nevada
"I've been doing this for 10 years and I'm so excited about Vault Rooms! It's going to be a game changer!"
Patricia DowdyCharlotte's Premier Restaurant Brokerage Firm
Vault Rooms was very useful and user friendly. Their customer service representatives were incredibly helpful whenever we had any questions about the service. Anytime I called they were friendly and very helpful.
Matt GoddenManaging Partner - Focused Technology
In a world where business partners can be in different cities, states or even countries and where closing any financial transaction demand an ever increasing degree of due diligence and documentation, the ability to virtually share materials with multiple parties all having different needs (access, edit rights, etc.) is invaluable. In this way, Vault Rooms is a critical tool in my business. I highly recommend it!
Michael CarneyBusiness Development Associate - Upfront Ventures

Let's Talk

We are available to answer your sales or support questions.

Contact Vault Rooms

Corporate Office
Apex, NC

Mailing & Accounting
3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332

Sales & Support:
+1 (800) 988-8850
International:
+1 (817) 864-1363

Corporate Office
Apex, NC

Mailing & Accounting
3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332

Sales & Support:
+1 (800) 988-8850
International:
+1 (817) 864-1363

Vault Rooms

Sales & Support: +1 (800) 988-8850
International: +1 (817) 864-1363

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