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.
Who uses it?
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?
Flexible pipelines — Create multiple pipelines with customizable stages that reflect your internal processes.
Tracxn data, built in — Get instant access to the Tracxn database, reducing time spent on manual research.
Add deals your way — Capture opportunities however works best for you: create deals manually, bulk add multiple at once, or forward an email directly to your pipeline inbox.
Team collaboration — Share notes, attachments, checklists, and labels with your whole team in one place.
Access control — Control who can view or edit each pipeline, keeping sensitive deals visible only to the right people.
Labels & filters — Organize and find deals quickly with custom labels.
File attachments — Upload and manage relevant documents directly within each deal.
Checklists — Track action items and progress without leaving the CRM.
Get dedicated support on chat and email
You can access the Deal Flow CRM here
