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.

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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!

Product Screenshots