Introduction
Tracxn's Deal Flow CRM is an intuitive, flexible and easy-to-use CRM built to simplify your everyday workflow. It is designed to help teams track, organize, and collaborate on opportunities of all kinds.
Whether you are managing investments, partnerships, sales opportunities, accelerators, or internal initiatives, the CRM adapts to your workflow and keeps all relevant context in one place.
Why should I use the Deal Flow CRM?
Create and manage Deals as flexible records that represent any opportunity, relationship, or initiative
Collaborate with your team by sharing notes, attachments, checklists, and labels in a single workspace
Get instant access to information from the Tracxn database, reducing time spent on manual research
Designed in close collaboration with VCs, PEs, Accelerators, and enterprise teams to support diverse workflows
What are the key features of the Deal Flow CRM?
Create flexible deals that can be associated with entities such as companies, people, legal entities, custom links, or remain standalone
Manage your workflow using customizable stages that reflect your internal processes
Organize your pipeline with labels for easy categorization and filtering
Upload and manage relevant documents and files directly within each deal
Track progress and action items using checklists
Capture discussions, insights, and updates through shared notes
Get dedicated support on chat and email
You can access the Deal Flow CRM here
