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| Project Tracking |
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We seamlessly integrate our Research Database and CRM with a custom-built |
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Project Tracking tool specifically designed for M&A deal flow projects. |
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| View a snapshot across all your Projects… |
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| Project View |
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Quickly view where each participant group stands within a particular Project, using |
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fully-customizable project steps that make sense for your firm’s work flow and for the |
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project at hand. |
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| Specific Group View |
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Get a granular view of a specific group within a specific Project to view journal notes, |
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group members and attachments. |
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| Create Email Campaigns |
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Create and manage custom email campaigns within each project. |
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| Track Campaign Responses |
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Track the responses of each message recipient in real-time. Response logs are also |
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recorded in the CRM and associated with the appropriate contact. |
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| Project Reporting |
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Quickly create project summary reports appropriate for updating clients, partners and |
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deal team members. One-click generates a 3-tab Excel file with (1) a project |
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summary view, (2) all project notes and (3) contact information for all project |
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participants. Watch Video |
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