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Avaliações do Firmex Virtual Data Room

Sobre Firmex Virtual Data Room

Com a confiança de profissionais para compartilhar com segurança grandes volumes de documentos confidenciais para due diligence, conformidade e litígio.

Saiba mais sobre o Firmex Virtual Data Room

Vantagens:

Firmex is very intuitive and straight forward. Not a lot of bells and whistles, but we don't really need that.

Desvantagens:

Sometimes difficult to find answers to questions regarding the tool.

Notas do Firmex Virtual Data Room

Pontuação média

Praticidade
4,7
Atendimento ao cliente
4,9
Recursos
4,6
Relação qualidade/preço
4,7

Probabilidade de recomendação

9,3/10

O Firmex Virtual Data Room tem uma classificação geral de 4,8 em 5 estrelas com base em 315 avaliações de usuários no Capterra.

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Filtrar avaliações (315)

Dominique
Dominique
Senior Legal Counsel, Suíça
Usuário do LinkedIn Verificado
Indústria farmacêutica, 1.001–5.000 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

First experiences

5,0 ano passado

Comentários: We use it for due diligences.

Vantagens:

Very easy to use and fantastic customer support !

Desvantagens:

Search function might be improved in the sense that make the overview easier.

Resposta do Firmex

ano passado

Thanks for the update and feedback, we are proud of our best in class customer support team. In regards to the search function, we offer OCR search on all PDF and office documents which is industry standard (which some competitors don't offer). As for improvements, I would be interested to understand what improvements you are referring to. Please reach out to discuss further, we would love to hear your feedback.

Pratik
Chief Operating Officer, Canadá
Serviços financeiros, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Amazing Virtual Data Room

5,0 há 2 meses Novo

Comentários: Overall, I have had a great experience with Firmex and would highly recommend this to anyone looking for an effective deal room.

Vantagens:

The ease of use, ability to create the data room and the Q&A function built into the tool to manage all of the questions and answers related to the deal itself. Very dynamic and it allows you to have multiple security controls on documents.

Desvantagens:

The storage limit provided as part of the initial package. It would have been nice to get more storage space for the price paid.

Resposta do Firmex

há 2 meses

Thanks for the feedback and great to hear about your experience with our best in class VDR product. As for the storage, we give you the flexibility to take information down and not be billed within a certain time frame. You always have the ability to speak with your rep about storage package to give you the most cost effective way of doing so.

Avaliador Verificado
Usuário do LinkedIn Verificado
Banco de investimento, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Overall Good, But No Bells & Whistles

3,0 há 5 anos

Comentários: Overall good, but limited customer support.

Vantagens:

Easy to use. Cost effective. User-friendly. Intuitive.

Desvantagens:

Highly limited functionality and user analytics.

Resposta do Firmex

há 5 anos

Hi there, Thank you for your feedback. We're very pleased you're happy with our platform. We're constantly working on improving our product, releasing new updates each month to bring new functionality to our amazing customers. We very much appreciate the importance of having clear, easily accessible analytics when it comes to your various dataroom needs. For this reason, one our main focuses for the 2019 Product Road-map is improving reporting functionality. If you're interested about hearing more about the upcoming releases, or have questions about product functionality, I'd be happy to arrange a call to discuss at your convenience. Alternatively, our award-winning Support Team is available 24/7/365.They can be reached at 1.888.688.4042 x11 or [email protected]. Thanks again for choosing Firmex, Kyle Bardsley Senior Director, Customer Operations & Growth

Sean
Director, Reino Unido
Serviços financeiros, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Easy to use data rooms

5,0 há 2 meses Novo

Comentários: I would use them again as my 1st choice of data room.

Vantagens:

Easy to navigate. The product is intuitive and every user we have invited into the data room finds it simple to use. I also have a package that offers an unlimited amount of data rooms for my annual subscription. This is flexible and very helpful, when we have several deals on the go at once.

Desvantagens:

No cons really. There's nothing to complain about.

Resposta do Firmex

há 3 semanas

Thanks for the feedback, as it's always great to hear about your positive experience with Firmex. We look forward to continually working with you on all your VDR needs.

Marcus
Associate, EUA
Banco de investimento, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Marcus Mollica Review

5,0 mês passado Novo

Comentários: It's a good VDR provider for a simple transaction / purpose.

Vantagens:

Ease of use. Very easy to set up a VDR and send invites to individuals.

Desvantagens:

Permissions are sometimes not very easy to use and customize.

Resposta do Firmex

há 3 semanas

Thanks for the feedback on the ease of use of the product as it is one of our main competitive advantages within the industry. As for permissions, we offer group, folder, sub-folder and document permissions so it would be helpful to connect to get a better understanding of the areas of focus. We also offer a tool called View As which allows you to see what folder level permissions you have applied to your groups, perhaps that is something of interest to discuss.

Tracy
Senior Operations Analyst, Canadá
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Good product

5,0 mês passado Novo

Comentários: So far so good for myself and our users.

Vantagens:

It is easy to use and allows flexibility to expand and rearrange folders as required.

Desvantagens:

Perhaps more specific permission settings. For example, I do not need full access but it would be helpful to add the "delete" feature as a stand-alone.

Resposta do Firmex

há 3 semanas

Thanks for the feedback on how the experience has been when adjusting folders and the structure of folders as it is all drag and drop functionality. In terms of the ability to customize permissions, we offer a role based system between what users have access to within the project (data room) and the information within meaning the documents. The permission combinations we have made are the industry settings we see most commonly used based on the roles you want to give host users vs guest users. If you require assistance further on how to best set those permissions, our support team is available 24/7.

Daviid
Associate, Canadá
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Top-tier VDR at a fraction of the cost

5,0 há 2 meses

Comentários: Very satisfied! I've been using the VDR every day for the past 6 months and the product has never failed me.

Vantagens:

Firmex is super user friendly and intuitive. The feature are easy to use and understand. The platform also updated his search engine and it's been a true game changer in locating documents.

Desvantagens:

It would be helpful to be able to assign permission to specific sub-folders. Other than that, it's a great VDR!

Resposta do Firmex

há 2 meses

We appreciate the feedback on how super user friendly and intuitive the platform is, as that is one of our biggest advantages within the VDR industry. As for seeing sub-folder permissions, here is a link to our online Knowledge Base to assist https://support.firmex.com/hc/en-us/search?utf8=%E2%9C%93&query=sub+folder+permissions, we also offer a tool called View As which allows you to see through the groups access of what folders they can and can't see. Feel free to reach out if you have any other questions to [email protected].

Adam
Attorney, EUA
Serviços jurídicos, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great Data Room

5,0 há 2 meses

Comentários: It's an integral piece of software and works very well.

Vantagens:

It's easy to use for everyone and it just works. There are no issues with it that confuse people and it's secure. Great program.

Desvantagens:

I wish it linked to iManage and created deal books. iManage has just recently released a program that is a competitor that does those things.

Resposta do Firmex

há 2 meses

Thanks for the feedback and apprecaite the kind words. As for our integration, we currently do not provide a direct integration to iManage and can't comment on what their product offers for the legal space. We do have API's that our clients optimized and these can be built in order to facilitate those potential needs.

Travis
Travis
Acting Executive Director, Canadá
Usuário do LinkedIn Verificado
Gestão de organizações sem fins lucrativos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

A good way to share secure documents

4,0 ano passado

Comentários: It has been a good solution for sharing confidential documents with different user groups. I am more comfortable sharing documents through Firmex than through email systems.

Vantagens:

Firmex was a solution that was easy to implement.

Desvantagens:

It took some time to understand users and user groups and how to assign rights to both.

Resposta do Firmex

ano passado

Thanks for the feedback on how easy the platform was to implement and deploy. Our platform is one of the easiest to use in the industry and we offer best-in-class 24/7 support & training. If you run into issues in the future, please contact our support team as they are available and more than happy to assist with any questions you may have.

Jeremy
Analyst, EUA
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great Experience

5,0 há 2 meses

Vantagens:

The platform is designed to be user-friendly, making it easy for both internal teams and external parties to access and collaborate on documents. Intuitive interfaces and features streamline workflows and reduce the learning curve for users.

Desvantagens:

None. Firmex is a very professional and easy to use data room.

Resposta do Firmex

há 2 meses

Thanks for the kind words and amazing review, always great to hear. We look forward to continually working with you as your VDR provider.

Ian
Program Manager, EUA
Energias renováveis e meio ambiente, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Simple, yet valuable

5,0 há 5 anos

Comentários: I've used Firmex DVR on many projects and it's much easier to use than other solutions. Data rooms requiring training will reduce the utilization by the project team.

Vantagens:

Firmex VDR is easy to use. It offers the ability to toggle quickly between projects, has an intuitive folder structure, and allows for easy uploading and viewing of documents.

Desvantagens:

Having an embedded version control option would be valuable, with an easy way to distinguish between drafts and final versions of documents.

Resposta do Firmex

há 5 anos

Hi Ian, Thanks for the review! With regard to Firmex having an embedded version control option, you'll be glad to know that we have one. Here's a quick summary of our versioning and document status options: Firmex's versioning feature is built-in to our system. You can choose to upload a new document, or a new version of a document. You and your team can always access the version history, while only giving guests users access to the latest version of the document (the "document of truth"). Firmex can also detect new versions of a document based on the content of the document. Firmex also supports content status on documents and folders. Many of our customers use this content status to designate whether a document is in draft, awaiting review, or final. This usually coincides with our document comment and tag systems. Your Customer Success Manager will follow up with you to demonstrate these features at your convenience. Kyle Bardsley Senior Director, Customer Operations & Growth

Michael
Analyst, EUA
Serviços financeiros, 11–50 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Project Joule

5,0 há 2 anos

Comentários: Great. Would use again. Only thing is that a lot of Data rooms are wining and dining us or sending us gifts to try and win business. Firmex does not do that.

Vantagens:

I like the easy to use platform and upload capabilities. I felt I had strong control over the VDR as Admin.

Desvantagens:

The only thing that was missing was creating sub groups when separating buyers/investors. For example, if one buyer wants to give access to their outside advisors then that party should be able to be a sub group of the buyer.

Resposta do Firmex

há 2 anos

Hi Michael, Appreciate the feedback and the interest in using us once again for your VDR needs. As for the ability to create sub-groups, we have heard this before from clients but at this time isn't possible. We are looking at ways to improve our group permissioning system. I would love to connect with you to discuss more and learn how you have done sub-groups with other VDR providers before. Feel free to reach out. James, Director of Sales [email protected]

Edward
SVP of Finance & Analytics, Canadá
Consultório médico, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Recommend Firmex Virtual Data Room

5,0 há 2 anos

Vantagens:

The customer support is world class. Easy to start using once you start getting use to the functions.

Desvantagens:

The advanced controls are not as intuitive and relied on the customer support to guide our team.

Resposta do Firmex

ano passado

Thanks for the feedback and comments about our best-in-class support team, as it is one of our biggest differentiators in the space. As for the advanced controls, I would be interested to better understand what specific controls you are referring to. We strive to have one of the easiest and most intuitive platforms in the VDR space. Feel free to email me so I can better address your feedback.

Richard
Chief Investment Officer, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Comprehensive, Flexible, and Easy to Use Data Room Software/Web Site.

5,0 ano passado

Comentários: Our company is very satisfied with the implementation of our Firmex virtual data rooms. We share large volumes of data with investors in our loan product and Firmex has given us the ability to provide a platform for seamless investor access to our files.

Vantagens:

The ease of use and organization of the data rooms made the implementation very easy for our company. In addition, the initial and follow-up support for our internal users is unparalleled in the software industry.

Desvantagens:

n/a. So far we have had no issues with the software and it has performed as expected.

Resposta do Firmex

ano passado

Thanks for the amazing piece of feedback, we are always pleased to hear this.

Anurag
M&A Analyst, EUA
Banco de investimento, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great and Efficient VDR Platform

5,0 há 9 meses

Comentários: Great and efficient

Vantagens:

Its easily understood by some of my older colleagues and clients

Desvantagens:

The website gets buggy sometimes and a small document takes a long time to get uploaded but that happens rarely

David
Project Manager, Alemanha
Capital de risco e capital privado, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Virtual data room with the best price/ performance ratio

4,0 há 2 anos

Vantagens:

The software is easy to use and inexpensive relative to comparable solutions. Monitoring and Q&A functions come in handy when working with multiple groups on a project.

Desvantagens:

The software lacks a good viewer and is sometimes complicated to use with regard to the automatic numbering function. Moreover, it should support more languages.

Michael
Vice President, EUA
Banco de investimento, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Investment Banking Review

4,0 há 4 anos

Comentários: It is my go to data room provider.

Vantagens:

I like that it is user friendly and cost effective relative to alternatives. Also excellent customer service.

Desvantagens:

Creating folders once the main folder structure is set can be difficult.

Resposta do Firmex

há 3 anos

Michael, we appreciate your review and feedback. Within the platform you can create new folders by using the drop down arrow that is located either at the index level or folder level. This will allow you to create a new folder immediately within the desired folder structure area. Here is a link to support this. We also have an excel template that can be customized to your due diligence folder structure. The excel template can be uploaded into the data room directly which will automatically create an entire index folder structure for you. Andrew who is your rep at Firmex would be more then happy to connect and show you how this can be done within Firmex. James - Director of M&A Coverage https://support.firmex.com/hc/en-us/articles/205148527-Upload-folders-documents

Sunny
Paralegal, EUA
Escritório de advocacia, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Not friendly to use

5,0 ano passado

Comentários: I like using Firmex once I figured out how to use. But I shouldn't have to figure out how to use. It should be easy to use.

Vantagens:

Once you figure out how to use its easy but I had to take the time out to figure out. Uploading and downloading is very easy, this function is easy to figure out. But we have to make sure the "Upload, all at once" button has to be clicked. Customer service is excellent.

Desvantagens:

Its easy to use once you used it. But its not easy to figure out how to use. If I want to create a new folder, it should be easy to find and to use it. Its not clear what "Add Directory" is. I had to go to the help section to obtain a clear answer. It looks like a folder once I "ADD Directory". And the folder color is grey and stays grey. To me, grey is not being used or not functioning. Color should be change to a folder color or some other color. I had ppl email me that they had access and no longer have access. I have to send another invite, so there is some disconnect there. And it happened with ppl that used Firmex many times before. Is not clear how to add or delete ppl when you are adding them to the Firmex.

Resposta do Firmex

ano passado

Thanks for the feedback, like any platform using for the first time there is somewhat of a learning curve which is why we have best in industry support. Our team can help you navigate and are available 24/7/365 for any user assistance or troubleshooting. For the additional folders, sub folders and users, the drop down arrow once selected by a user, folder or sub folder will give you all the options needed to make changes.

Andrew
IB Analyst, EUA
Serviços financeiros, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Best Bang For Your Buck

5,0 há 2 anos

Comentários: Very positive, would highly recommend.

Vantagens:

Pricing per month and per gig — allows us to use Firmex no matter the size of the deal.

Desvantagens:

The permissions for me has been my least favorite feature. I have 40 groups for one of my deals right now because each employee needs specific access to 1-2 folders. I wish there were an easier way to set permissions. For granular permissions for subfolders, maybe clicking a check box instead of a drop down menu would be helpful.

Resposta do Firmex

há 2 anos

Hi Andrew, Thanks for the positive feedback and outlining one of our competitive advantages in our pricing model versus legacy providers pricing model. In terms of the permissions, we can activate user level permissions for you, which should help the issue you described. Your feedback is noted and we are always investigating ways to better improve the granular folder and sub-folder level permissions. It would be great to connect with you on ways we can improve this feature based on your VDR experience. James, Director of Sales

RICHARD ANTHONY
COO, Reino Unido
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great tool and service for the price

5,0 há 8 meses

Comentários: Easy to use with great customer service - very responsive

Vantagens:

Ease of use and control and great customer service

Desvantagens:

The annoying data limits - it feels petty to charge after so little space has been used

Resposta do Firmex

há 7 meses

Thanks for the feedback on the ease of the use of the platform as we aim to be the most efficient VDR tool on the market. As for data limits, we offer a fixed pricing model for storage compared to the archaic per page model a few of our competitors are still billing on. There are reports in the product to let you know of your data limits, as well as notifications sent so there are no surprises should you go over those limits.

Kostas
CEO, Grécia
Indústria farmacêutica, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Firmex review

5,0 há 2 anos

Comentários: Excellent experience, the room can be used for file sharing, central data repository and also to provide access to external parties

Vantagens:

Easy to use and organize. The data room serves its purpose 100%.

Desvantagens:

Permission aspects are sometimes difficult to assess/assign. Arrangement of folders sometimes is not that straightforward.

Resposta do Firmex

há 2 anos

Hi Kostas, We appreciate the positive review on the platform and that it has been a great tool for your transactions. As for reviewing user permissions, we offer multiple different methods to do this whether it be at the group level or the folder level with our view as tool which allows you to see what folders have been hidden from certain groups. All our permission settings can be retroactively changed as well. If there is interest my support team can walk you through a training session on how to review permissions as well as arranging folders which is all done via drag & drop. James, Director of Sales

Stephen
Manager, Electrical Engineering, Canadá
Empacotamento/Entrega de mercadorias, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Easy to Use for New Users

5,0 há 2 anos

Comentários: Great overall experience and trouble-free.

Vantagens:

New users rarely ask for help in doing basic tasks. Setting up permissions is relatively intuitive for an administrator.

Desvantagens:

The built-in viewer has trouble with some file formats and so one must download the file to view.

Wyn
Executive Assistant, Reino Unido
Serviços jurídicos, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great Product to Use

5,0 há 10 meses

Comentários: Can not fault it - it does everything the client requires

Vantagens:

The product is easy to navigate and to upload bulk documents

Desvantagens:

Redaction process isn't as slick as I would expect

Resposta do Firmex

há 9 meses

Thanks for the feedback on the easy to navigate platform, it's one of our competitive advantages within the industry. Our redaction tool allows for users to have complete control on what and where they wish to redact. I am curious to better understand what is missing in your opinion and how we can improve this feature. Please reach out to me at [email protected] at your convenience.

Mark
Co-Founder, Director of Ops, EUA
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Firmex Surpasses Our Expectations

5,0 há 2 anos

Vantagens:

Firmex makes the management of our M&A process incredibly smooth. Fully customizable permissions and reports, granular viewing data, and a secure, branded room for our company.

Desvantagens:

The price point for VDR service providers remains higher than it should be, in my opinion. I anticipate there will be a major price correction in the next few years as cheaper, and more effective options become available.

Resposta do Firmex

ano passado

Thanks for your feedback on how Firmex makes the M&A process smooth. Our price point is still at a mid-market level compared to the level of service we provide, as well as not pricing by legacy per-page pricing. There are lower-cost alternatives in the market, but with those, you sacrifice the features that allow for an incredibly smooth process.

Martin
COO, EUA
Biotecnologia, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Virtual Data Room

5,0 há 2 anos

Comentários: Compared to other VDRs I was able to demo the combination of cost and performance is outstanding. Customer Support is always available and incredibly helpful.

Vantagens:

The software is intuitive to use and has a user friendly interface. The ability to view the database as the potential partner would before going live is invaluable. I also appreciate the ability to open documents in separate tabs and keep the interface tab open.

Desvantagens:

Setting up permissions for a new project/group can be a little cumbersome if the directory is large but is intuitive after practice and the ability to copy groups/permissions saves time.

Resposta do Firmex

há 9 meses

Thank you for sharing your positive experience with our virtual data room! An easy-to-use platform with robust features is incredibly valuable for M&A projects. It streamlines the due diligence process and can make a significant difference in deal efficiency. In terms of folder separation, using multiple (top-level) directories can help with folder separation. We'd be more than happy to connect you with your Customer Success Manager to review your current workflow, and perhaps offer some best practice advice.