Work Rooms

Solution by

Close deals faster with our all-in-one CRM to portfolio management tool.

Use case: Operations
Industry: Cross-industry
Region: Global

Work Rooms is for businesses that buy businesses. Our OS allows you to standardize your entire process, from acquisition to onboarding and managing new companies.

A full CRM means you can collect & nurture targets, from un-researched leads to closed deals, without updating Excel spreadsheets.

Dashboards & analytics give Partners visibility on deal status, risks, and demographics in real-time, without losing granularity.

The automated Risk Register & Due Diligence tools help you close deals faster without breaching compliance. Maintain an audit trail without trawling through emails.

Key features

Collated workflow across M&A lifecycle
Deal and account management
Consolidated database of clients
Templatised M&A process from leads to closed deals
Up to 5 years of audit log tracking
Customizable high-level overview of data

Services

Workflow consulting
Solution architecture design
Customization
Implementation
Onboarding and training

About the partner

Work Perfect is an all-in-one monday.com consultancy and solutions provider. We understand how large organizations work and use this knowledge to ensure monday.com solutions meet your business needs and are implemented effectively.

Contact partner