CRM for M&A | A MICROSOFT DYNAMICS ADD-ON PRODUCT

Streamline Your Process From Beginning to End

 

CRM for M&A is built on Microsoft Dynamics CRM to maximize ROI through increased ease-of-use, supportability and upgradeability. With CRM for M&A, you will be able to manage your deals better with all of your data in one location and accessible across your firm.

 

Integrated with Microsoft Outlook and Microsoft Office, CRM for M&A is available in the Cloud or install at your office.

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crm for m&a microsoft dynamics add-on product
alerts-crm for m&a

Real-time alerts, updates, and reminders, always keeping you up to date on your deals.

dollars - crm for m&a

11-stage transaction management process and supports multiple transactions per buyer/seller.

crm for M&A intergrations

CRM for M&A is available on premise or in-the-cloud and it is accessible from anywhere.

mobile - crm for M&A

M&A, Transaction, and Marketing Dashboards provide actionable data real-time.

crm for M&A transactions

Quickly summarize opportunities, transaction expenses and activities.

crm for M&A connected

Supports your complete deal lifecycle from finding prospects to winning their business.

Product Features:

    • Forecast potential new business
    • Manage deal interactions & progress
    • Provide updates to your client & close deals faster
    • Alerts and reminders
    • Expense tracking & allocation
    • Contact & document management


Pricing: $125 per user/month
(Discount for NuSoft customers with Partner of Record)

Questions?

 

For questions on CRM for M&A, please go to our LinkedIn PointDrive page for more content or contact us.

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