Data Room

Manage a confidential sale process with built-in security and control. Every company in Tupelo comes with its own data room, ensuring documents stay organized and protected.

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Trusted By
Kingsley LogoNashville LogoSunbelt LogoMurphy LogoAccel LogoOpportunity in Business LogoABSA LogoCapstone LogoBBIQ Logo
Kingsley LogoNashville LogoSunbelt LogoMurphy LogoAccel LogoOpportunity in Business LogoABSA LogoCapstone LogoBBIQ Logo

Organized and Deal-Ready

Keep sensitive documents structured and accessible in one secure place.

  • Company-Specific Rooms

    Each listing comes with its own dedicated data room.

  • Structured Folder Templates

    Pre-built layouts help you stay consistent across deals.

  • Easy Upload & Sharing

    Add files and share with a click—no extra tools needed.

Total Visibility and Control

Decide who sees what and when with flexible permission settings.

  • Granular Access Controls

    Invite business buyers, attorneys, or partners with custom access levels.

  • Activity Tracking

    See who's viewed which documents and when.

  • Time-Limited Links

    Protect sensitive materials with expiration dates and access limits.

Full Three-Way Data Room

  • Organize and Structure Documents

    Tupelo provides ample storage—built to support even the largest brokerage operations.

  • Easily Request Documents

    Files are uploaded directly into your secure data room, making it fast and simple for owners to share confidential documents.

  • Group Access

    Control who sees what. Create buyer-specific access groups and share only the documents each business buyer, and their team, need to see.

See how Tupelo helped close thousands of business deals

Trusted by business brokers, sellers, and buyers to simplify every step—from listing to closing

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Why Business Brokers Love Tupelo

"My team and I picked up Tupelo immediately, and the difference was night and day."I needed a CRM that was easy to use and didn't slow me down. My team and I picked up Tupelo immediately, and the difference was night and day. No lags, no digging through endless screens—just a modern, intuitive system that automates repetitive tasks and makes my work easier. I highly recommend Tupelo to any business broker, especially those who want cutting-edge technology that actually works.Matt M.Transworld Business Advisors
“It is intuitive, efficient, and built for business brokers.”We needed a CRM that simplified the complexities of business brokering—not one that added to them. Tupelo automates repetitive tasks, streamlines data rooms, and supports us at every step of the deal process. It is intuitive, efficient, and built for business brokers. Best of all, the Tupelo team is always improving the system to make our jobs easier.Helen L.Accel Business Advisors
“It is easy to use and an essential tool for my team...”Tupelo streamlines our operations by automating repetitive tasks, making our workflow more efficient. It's easy to use and an essential tool for my team—from sending NDAs and reminders to managing data rooms and more. Tupelo eliminates the tedious clerical work that used to take countless hours, allowing us to focus on closing deals.Mac T.Opportunities in Business
“...their support team is always available when I need them.”Tupelo is a powerful, easy-to-use CRM built specifically for business brokers. It automates repetitive tasks like sending NDAs and follow-up reminders, saving my team and me hours each week. Plus, their support team is always available when I need them. I highly recommend Tupelo to all business brokers.Luis Z.Murphy Business Brokers
“Tupelo is, and remains, everything we were looking for in a CRM...”Simple. Complete. User friendly. Current. Powerful. Tupelo is, and remains, everything we were looking for in a CRM to help our business manage the manageable tasks, so we can focus on selling businesses.Patrick M.Nashville Business Brokers
“The team is constantly improving the platform to make my job easier, automating repetitive admin tasks and saving me countless hours each week.”I've used Tupelo for years and watched it evolve into the premier CRM for business brokers. The team is constantly improving the platform to make my job easier, automating repetitive admin tasks and saving me countless hours each week. If you're a business broker, I highly recommend Tupelo.Nathan P.Capstone Companies
“Tupelo has streamlined everything by centralizing our workflow—including contact management, data rooms, and more.”Before Tupelo, we relied on three or four different systems to manage our operations. Tupelo has streamlined everything by centralizing our workflow—including contact management, data rooms, and more. It keeps us organized and allows us to focus on delivering the highest level of service to our clients.Tom M.Power Sports Listings
“It eliminates busywork, keeps me organized, and helps me close more deals—without getting in my way.”Tupelo is an incredible investment I've made in my business. It eliminates busywork, keeps me organized, and helps me close more deals—without getting in my way. I rely on it every day, and I can't imagine running my business without it.Semir O.DH Brokerage
“I've tested numerous CRMs throughout my career, and Tupelo is by far the best for business brokers.”I've tested numerous CRMs throughout my career, and Tupelo is by far the best for business brokers. It's easy to use, built specifically for brokerage, and streamlines key tasks like handling listing inquiries, automating follow-ups, and organizing contacts. The built-in AI generates listing text, the email tool helps target buyers, and the intuitive dashboard keeps everything on track. Most importantly, Tupelo is continuously evolving, making it the only CRM that truly grows with your business.Frank C.Chebalo Franchise Consulting
“Beyond Tupeo's ease of use, their customer support is outstanding.”Tupelo CRM is built for business brokers. It helps me reduce administrative redundancies. Beyond Tupeo's ease of use, their customer support is outstanding. If I ever have a question there team is readily available to support.Rich G.Trending up Business Services
“In the 6 years of operating my business broker practice, I've tried numerous CRMs, but Tupelo stands out as the perfect balance of functionality and simplicity.”In the 6 years of operating my business broker practice, I've tried numerous CRMs, but Tupelo stands out as the perfect balance of functionality and simplicity. I'm a fairly new user to Tupelo, but managing my listings, data room, and client outreach has never been more efficient or effective. The platform is intuitive, yet powerful, streamlining my workflow and saving me valuable time.Hal F.Hal Feder Business Brokers
“That platform is the best we've ever seen, with constant innovation, updates and improvements.”Partnering with George and Tupelo was one of the best decisions we've ever made. That platform is the best we've ever seen, with constant innovation, updates and improvements. The customer service and support are the icing on the cake. Every time we have a question we have an answer right away. George is always open to listening, trying to help, and even serves as an incredibly valued advisor to help guide our decisions going forward. I can't recommend them enough.Mitch M.Boutique Fitness Brokers
“Their CRM does everything I need at a great value.”George and his team at Tupelo have really honed-in on what is essential and important to Business Brokers. Their CRM does everything I need at a great value. Plus, if I need something unique or special, he is very accessible and willing to accommodate our needs.Pablo F.1-800-Biz-Broker
“Tupelo is user friendly and designed specifically for business brokers.”Tupelo's CRM is the tool I didn't know I needed. As a newer business broker, I was in search of affordable tools to run and scale my practice efficiently. Tupelo is user friendly and designed specifically for business brokers. The team is both accessible and helpful at a moment's notice. It's a game changer. Thank you George! Thank you Tupelo!Matt V.Valentine Ventures
“Tupelo's CRM has allowed me to handle more listings and scale my practice efficiently.”In business brokerage, time is your most valuable asset, and the right tools can make all the difference. Tupelo's CRM has allowed me to handle more listings and scale my practice efficiently. Unlike generic CRMs, Tupelo is designed specifically for brokers, integrating automation, data management, and marketing into a single, easy-to-use platform. Tupelo eliminates friction—streamlining processes without adding complexity. For any broker serious about optimizing their workflow and maximizing deal flow, Tupelo is an obvious choice.Dana J.Leading Edge
“We love the customer service and the fact that they keep adding new options.”We've used many different CRMs but Tupelo is the best for business brokers that want to automate their process using an easy to use system. We love the customer service and the fact that they keep adding new options. Look no further!Robert M.Pi Full Circle Business Brokers