CRM for Merger & Aquisitions

Built on Microsoft Dynamics CRM to maximize ROI through increase supportability and upgradeability - Integrated with Microsoft Outlook and Microsoft Office - Install at your office or hosted by Microsoft.

Manage your firm better with all of your data in one location and accessible across your firm.

Quick overview of all deals with dashboards and reports that can be customized for your firm..

Connect to key decision makers faster with social networking integration.

Increase marketing effectiveness with campaign and event management. 

Reduce data entry and errors when you integrate to your accounting system, such as
Dynamics GP, Dynamics SL, Dynamics SL; web site, or other systems.

 

Rich in features:

CRM for Lobbyists
  • Deal activity tracking
  • Mobile access 24/7
  • Simplify client reporting
  • Dashboards
  • Simplify data imports
  • Coordinate marketing efforts
  • Client communication tracking
  • Manage e-mail campaigns
  • Follow-up reminders
  • E-mail tracking
  • Expense tracking & allocation
  • Contact management
  • Document management
  • Alerts
  • Social networking
  • Data vault
  • Auditing
  • Support for Microsoft Exchange and POP e-mail systems
  • SharePoint integration