Key features
- Secure Virtual Data Rooms (VDR)
- Single-tenant architecture
- Granular role-based permissions
- Dynamic watermarking
- Complete audit trails and activity reporting
- Secure document sharing and collaboration
- Folder and document organization
- NDA and agreement workflows
- Due diligence management
- Custom room templates
- User and group management
- Two-factor authentication
- White-label branding
- Email notifications and messaging
- Reporting dashboards
- CRM integration
- Workflow automation
- Project management
- Long-term document retention and archiving.
Integrations
Integrates with the CoolLife.io platform that includes CRM, workflow automation, secure forms, project management, reporting, email communications, and customer lifecycle management. Supported plans also include integrations with Microsoft Outlook, Gmail, and DocuSign.
More information
Built on a single-tenant architecture, Vault Rooms provides organizations with an isolated environment designed to support security, governance, administrative control, and long-term document management. The platform also integrates with the broader CoolLife.io ecosystem, allowing organizations to extend into CRM, workflow automation, reporting, project management, marketing automation, and customer lifecycle management when business requirements expand.