CRM for M&A

Better Manage Your Projects, Project Tasks & Documents


CRM for M&A is a Microsoft Dynamics 365 CRM solution optimized for Merger and Acquisitions businesses. It supports sales and marketing efforts required to find new business and allows you to manage your deals and activities in one location.

With CRM for M&A, you will be able to manage your projects, project tasks, and documents better using Office 365 Groups integrations.

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



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