Sales CRM
Not only do your leads need a place to live, but so do your listings, sellers, buyers, referral sources, and other clients
Our business broker and M&A CRM is a true gamechanger. Managing contact info, activity, deals, automations, tasks, notes, and emails is central to our business broker CRM platform, and most management is automated. When it comes to CRM for M&A and brokerage, we’ve thought of how to make our clients’ lives easier and more productive.
Features Include:
Contact Activity
Go beyond just storing data for your contacts. Through Deal Studio, you can leverage that activity to trigger drip campaigns and other automations.
Features Include:
- Notes are created from automated activities (for example: a seller registration would store all the data)
- Tasks sync to your current calendar and can send you reminder emails
- Emails sync from your current email system to store both sent and received emails and can be linked to your deals
- Track email activity - you’ll gain data when your emails are opened and links are clicked
- Reveal all tasks, notes, files of signed NDAs, and automation activity
Segmenting & Searching
Retaining information on your contacts is useless if you don’t have a way to find the ones you need. That’s why our business broker CRM software puts an array of search options at your fingertips.
Features Include:
- Run advanced searches on any and all contact data; this includes related deals, automations, activity, and more
- Save advanced searches for future searching and email campaigns
- Export all the search results to Excel or CSV
Automation
Most brokers find that they lack the time necessary for important tasks such as proper lead nurturing, email marketing, deal management and file sharing. Our business broker CRM does the heavy lifting for you!
Features Include:
- Send emails to contacts assigned to a deal as it moves to a specific deal stage
- Create tasks as deals advance through deal stages
- Send access to files and folders of secure documents as deals advance
Deal Management
Contacts are often tied to deals, whether they be a seller prospects, sellers, or buyers. Deal Studio’s business broker CRM software shows all related deals to your contacts alongside their current deal stage pipeline.
Features Include:
- See all deals connected to a contact
- See all deal data, including days at current deal stage, deal value, title, date added, date edited, and all custom deal fields
- Create as many deals per contact as needed
What Clients Say About Us
Our clients are getting excellent results. To us, that’s the best proof that our approach is highly effective.
Take a look at some of these recent client recommendations.
