Deals are won and lost on relationships. But managing those relationships—tracking conversations, follow-ups, and key details—can quickly become overwhelming. Too often, we get buried in scattered notes, endless email chains, and clunky spreadsheets, risking valuable insights slipping through the cracks. So how do we make organizing business relationships easier?
An in-product M&A CRM is our answer. The right tool centralizes everything in one place, helping you streamline relationship management, stay organized, and keep your deals moving forward.
Here’s how Midaxo’s Deal CRM helps you build stronger relationships, stay on top of critical details, and save time doing so.
Stay connected to teams, deals, and prospects—wherever you are
In a recent panel discussion on relationship management, Jim Irwin, EVP of Corporate Development at Inframark, emphasized the importance of making and maintaining personal, less “staged” connections—especially at tradeshows. To do that effectively, you need quick, seamless access to deal information in a central location. With the Midaxo mobile app, Irwin can instantly pull up key details, log notes using speech recognition, and capture photos or videos with a single tap.
A reliable repository for all deal information is essential. Midaxo enables users to build out target lists, track personal details, and maintain a comprehensive view of every relationship. Having complete transparency—even while on the road—empowers M&A practitioners to engage consistently and meaningfully. For many, this combination of effort and the right tools is a key factor in successful relationship management.
Streamline target sourcing
Maintaining a robust pipeline of targets is essential for inorganic growth. More importantly, being specific in your goals and investment criteria (i.e. the particular skills or technology you are looking to bring in) makes for better targets.
Midaxo makes this process seamless with a highly customizable CRM that keeps your target criteria front and center. Combined with powerful analytics, it helps you identify and evaluate targets that align with your M&A strategy—so you can make faster, more informed decisions and keep deals moving forward.
Limit deep work disruptions
Distractions are the enemy of productivity—and they come in many forms. Some are loud, like endless notifications pulling you in different directions. Others are subtle, like interrupting a deal pipeline review to check your calendar or send a team update. Maintaining discipline in your workflow is essential, especially when managing relationships and targets.
You can minimize these disruptions by centralizing tasks, schedules, and updates in one seamless platform. Stay in your zone, track critical deals without losing momentum, and never miss a meeting, check-in, or key update.
Prioritize deals effectively
Midaxo’s deal scoring and automated ranking help you focus on the most valuable opportunities, saving time and effort. As target data evolves, rankings update automatically, ensuring you always have a clear, up-to-date view of deal priorities.
With all information in a standardized format, reporting on targets becomes seamless—eliminating guesswork and ensuring accurate, apples-to-apples comparisons.
Monitor performance in real time
Real-time visibility is essential for effective relationship and time management. With Midaxo’s CRM, you can instantly track pipeline performance, uncover actionable insights, and ensure your team is always working with the most accurate, up-to-date data—eliminating lag time and positioning you to make early, competitive offers.
By streamlining organization and efficiency, Midaxo gives you an edge over competitors. In M&A, success relies on consistency, speed, precision, and execution.
Additional best practices for relationship management
- Keep potential targets apprised of what is going on at your firm; people want to be with winners—highlight your wins
- Be disciplined about your process and where you spend your time
- Put in the time to tier your targets and focus on cultivating the top tier
- Play the long game—yes, this can mean maintaining and nurturing a relationship for months or even years, but if the end result is a major M&A win, this upfront time is well worth it
- Develop a sense of positivity and comfort with targets because issues will come up, and having a strong, comfortable target relationship will be critical to overcoming issues
Relationships bring energy to deals—and ultimately make them happen. But without the right tools, managing them can be time-consuming and complex.
Midaxo has worked with practitioners to develop a highly streamlined, efficient, and secure CRM platform to ensure you are focusing on the right targets, remaining disciplined in your communication, maintaining transparency with team members, and ultimately selecting deals that will yield the highest value. Set up a time to speak with a Midaxo expert to see the tool in action.
