Banking, M&A, Advisory CRM

Transform your Corporate Engagement and Deals Management capabilities

Corporate Engagement

Build strong relationships to foster recurring business opportunities with the client base.

Leverage historical interactions insights to aid engagements in future.

Leverage strong relationships across teams to boost transaction prospects.

Identify opportunities and support your transactions origination process.

Develop granular activity tracking and follow-ups against each transaction.

Seamlessly move a transaction to “execution” mode with a mandate (award) from a client.

No two organizations are the same when it comes to workflows.

Our BuildingBlocks approach allows for easy to customize transaction workflows.

Create categories and sub-categories of transaction types and then have execution stages aligned to each.

Ensuring transaction level secrecy and discretion is critical to your business.

All emails, phone calls, meetings, follow-ups, and related confidential documents confined to Deal Team members.

Elevated access rights to senior management to maintain oversight across transactions.

Leverage client engagement data to drive high quality target lists in transactions.

Improve your prospecting effectiveness when identifying buyers/sellers in a M&A transaction.

Leverage historical transaction data to enrich customer insights, to boost deal success rates.

Email and telephony integration to deliver ease of engagement and follow ups.

Stay tuned for our third-party data aggregator integrations – Crunchbase and Pitchbook.

An open architecture Web-API framework to integrate a series of third-party solution providers within the CRM.

Dashboards for quick insights and Call-to-Action activities.

Data intelligence and collaboration to drive team level engagement and success.

Customizable reporting templates to facilitate discussions across the business.