Atrio CRM for M&A Solution
Atrio CRM for M&A is built on Microsoft Dynamics CRM to maximize ROI through increased ease-of-use, supportability and upgradeability. Integrated with Microsoft Outlook and Microsoft Office - Available in the Cloud or install at your office.
With Atrio CRM for M&A, you will be able to manage your deals better with all of your data in one location and accessible across your firm. Streamline your process from beginning to end.
Real-time alerts, updates, and reminders, always keeping you up to date on your deals.
M&A, Transaction, and Marketing Dashboards provide actionable data real-time.
11 stage transaction mgmt process and supports multiple transactions per buyer/seller.
Quickly summarize opportunities, transaction expenses and activities.
CRM for M&A is available on premise or in-the-cloud and it is accessible from anywhere.
Supports your complete deal lifecycle from finding prospects to winning their business
- 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
$125 per user/month
(Discount for Atrio customers with Partner of Record)
Head over to our LinkedIn PointDrive page for more content by clicking here!
To download a trial of CRM for M&A please head over to Microsoft AppSource by clicking here!