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Introduction to the Deal Flow CRM
Introduction to the Deal Flow CRM
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago

Introduction

Why should I use the Deal Flow CRM?

  • Tracxn's Deal Flow CRM is an intuitive, easy-to-use tool designed to simplify your investment workflow

  • Store, share, and collaborate on deal documents, notes, tasks, and more with your team members

  • Instant access to information from the Tracxn database significantly reduces time spent on researching your deals

  • A collaborative approach to product development (we work with top VCs, PEs, and Accelerators) ensures that you have access to new and relevant features that help you better manage your investment funnel

What are the key features of the Deal Flow CRM?

  • Manage your deal flow journey using fully customizable stages

  • Organize and share Due Diligence documents with your team

  • Manage to-dos related to your deals using Tasks

  • Be on top of the deal updates via email alerts

  • Get dedicated support on chat and email

You can access the Deal Flow CRM here.

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