M&A Source Members - Monthly Starter Plan

The M&A Source Monthly Starter Plan includes the following:

Unlimited data rooms
1 Administrator
1 GB of Storage
Unlimited Users
US Business Hour Email Support

After you have signed up, if you wish to purchase additional admins, users or storage, or features, please contact billing@coollifecrm.com

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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

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.

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.

"I've been doing this for 10 years and I'm so excited about Vault Rooms! It's going to be a game changer!"

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.

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!