Welcome IBBA and M&A Source Members

Thank you for the opportunity to present CRM for M&A, a custom solution developed by Atrio and powered by Microsoft Dynamics 365. As a result of feedback from the 2017 Dallas Conference, this page is dedicated to IBBA and M&A Source members. Additionally, Atrio is delighted to extend the Special Conference pricing through June 30, 2017. The details are noted below.

For your added convenience, you may now select & order services directly online. Upon placing your order we’ll contact you immediately to schedule your custom CRM for M&A service consultation and onboarding. As always should you need more information, don't hesitate to contact us


subscription pricing

$75/user/month
 

Onboarding Options for IBBA Members:

  • 1-5 Users
  • 6-10 Users
  • *11+ Users

*For 11+ users, please contact Atrio for a custom proposal.

 

Order Online

CRM for M&A Onboarding (1-5 Users)
2,380.00

Includes: Up to 12 total hours of M&A consulting and project management

  • Installation of CRM and M&A Solution
  • Provide assistance and instructions for installing CRM for Outlook app
  • 2 hour administrator web-based training
  • Data import guidance
  • Go-Live preparation and review
  • M&A/PE Online Deployment Guide
  • Project worksheet
  • Project duration up to 4 weeks
  • CRM for M&A / Quick-start document
  • Post Go-Live consulting available at $198/hour
Quantity:
Add To Cart
CRM for M&A Onboarding (6-10 Users)
6,330.00

Includes: Up to 32 total hours of M&A consulting and project management

  • Kick-off call
  • Account setup assistance
  • Review of Includes: Up to 12 total hours of Implementation Assistance
  • Installation of CRM and M&A Solution
  • Provide assistance and instructions for installing CRM for Outlook app
  • 4 hour administrator web-based training
  • Data import guidance
  • Go-Live preparation and review
  • M&A/PE Online Deployment Guide
  • Project worksheet
  • Project duration up to 6 weeks
  • CRM for M&A / Quick-start document
  • Post Go-Live consulting available at $198/hour
Quantity:
Add To Cart

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