Manage Relationships with Key Contacts Effortlessly
Outlook Integration makes it easy for Pipeline CRM users to track email communications with target companies, deal teams, and other stakeholders while removing the need to toggle between multiple tools.
Combine the utility of a purpose-built M&A CRM with Outlook integration to better manage your contact list & grow business relationships with new vigor. Track conversations, edit tags, and make sure that your team is well prepared to handle any objection, question, or concern that could keep a deal from moving forward.
Measure, analyze, identify, and overcome any pain points that may be slowing down your pipeline from initial contact through the signing of a deal.
Manage your contacts well and never forget an interaction. Group conversations by tag, delineating work to specific business units within your corporate development team and ensuring that promising conversations are never left in an inbox. Take notes on past engagements, add attachments, and show up to every meeting well informed and prepared to deliver on any promised next-steps. View team activity such as new introductions, calls, NDAs, and more for increased transparency to sourcing activity through key metrics to best manage large teams.