The features you need everyday

and much more…

Save your notes on your smartphone or tablet and find them instantly in your CRM.

Share them with your team and store all the data you may need later in one place.

Manage and share your important appointments with your team.

Set reminders on your smartphone.

Save them and link them to the deals, contacts, and companies you are following.

Measure, evaluate, and analyze the performance indicators that matter to you.

In DealFabric CRM, you can have as many customized analytical dashboards as you want.

DealFabric offers you truly advanced search capabilities for all the information that is important to your business.

Using keywords or predefined filters, finding the needle in the haystack is child’s play…

Manage your tasks, share them, assign them, link them…

Set automatic reminders.

Enter them or synchronize them with Outlook, giving you complete freedom at all times.

Save all important documents related to your deals: NDAs, term sheets, business plans, executive summaries, etc.

Link them to the companies you are tracking and centralize them in SharePoint.

Outlook Synchronisation

In DealFabric, you can create Teams meetings as easily and naturally as in Outlook.
Based on an investment or fundraising deal:

Create a Teams meeting; you will immediately find it in your Outlook, as will your contacts.

All Microsoft office applications are integrated with DealFabric CRM.

Take advantage of all the features of the Office 365 suite and other leading Microsoft applications and increase their adoption among your employees.

Your DealFabric CRM is constantly evolving and automatically updates with the latest Office 365, SharePoint, Power BI, and other updates.