M&A Tools: Outlook Integration

Centralized Internal & External Communications with Contacts, Meetings, & Notes

CRM with Outlook Logo

Manage Relationships with Key Contacts Effortlessly

  • Capture new contacts or update existing ones with a single click from Outlook
  • Log meetings, calls, notes, and track engagements easily
  • Searchable contact directory with activity views
  • Sync meetings to avoid conflicts and improve time management

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. 

CRM with Outlook Logo
Log an Email with Midaxo Outlook Plug-In #1

Every Engagement, An Opportunity

  • Tag emails with text and project tags to group unique initiatives and organize teams more efficiently
  • Track conversations between a company or person of interest and follow up with them if an opportunity was missed
  • No engagement is forgotten or promised next-steps overlooked with detailed notes within our CRM
  • Keep separate deal threads organized and easy to manage
  • Sort contacts by recent activity, company, or name and see them listed with a timestamp denoting their last engagement

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. 

Employee Workflow Slides

Track and Measure Your Deal Progress

  • Visualize your team's output by importing data to Slides, measuring call volume, new contacts, and engagements
  • Track incoming and outgoing communications to determine your most active prospects and to identify which deals have remained on your pipeline with little progress
  • Attach tags to contacts, emails, or notes to tie specific business units to a project, ensuring your employees only see what information directly relates to their workload

Measure, analyze, identify, and overcome any pain points that may be slowing down your pipeline from initial contact through the signing of a deal. 

 

Employee Workflow Slides

Keeping in Contact has Never Been Easier

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.