CRM for M&A Solution

Microsoft Dynamics Add-On Products

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's 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.

To download a trial of CRM for M&A please head over to Microsoft AppSource by clicking here!



After entering your information in the form, an Atrio team member will reach out to address and assist you with any questions you may have.

  • Market to find interested companies
  • Forecast potential new business
  • Manage deal interactions & progress
  • Provide updates to your client & close deals faster
  • 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 & e-mail tracking
  • Increase marketing effectiveness with campaign and event management 
  • Real-time dashboards with deal activity tracking
  • Outlook compatibility with CRM directory, Favorites, CRM button, and CRM ribbon buttons
  • Marketing/sales/deal processes
  • Deal progress summaries
  • Mobile access (Blackberry, iPhone, iPad, Droid, Windows)
  • Simplify client reporting & data imports
  • Track complex personal & business relationships
  • Coordinate marketing efforts & manage e-mail campaigns
  • Alerts and reminders
  • Expense tracking & allocation
  • Contact & document management
  • Forecast future business
  • Field and form level security
  • Audit system changes
  • Support for Microsoft Exchange and POP e-mail systems
  • SharePoint integration

Enhance CRM
for M&A with:

  • List building subscription
  • Import live contact data to improve CRM contact data accuracy
  • Advanced e-mail marketing
  • Web analytics
  • Advanced mail merge capabilities
  • Simplified activity browsing
  • Enhance mobile access

Product Screenshot

Screenshot of CRM for M&A on Laptop