The features you need every day
… and many more.
Three native synchronizations
Your Microsoft tools, with no disruption
Outlook synchronization
- Synchronize your contacts with Outlook.
- Synchronize your tasks and meetings.
- Move your emails into DealFabric.
- Record your deal information in DealFabric straight from Outlook.
Microsoft Teams integration
- In DealFabric, you can create Teams meetings as simply and naturally as you do in Outlook.
- From an investment or fundraising deal: create a Teams meeting and it appears immediately in your Outlook, and in your counterparts’ too.
SharePoint synchronization
- Save your documents in SharePoint or in DealFabric, it makes no difference.
- Get instant two-way synchronization.
- Benefit from automatic access rights management.
- Use a powerful search engine.
- Keep precise track of changes.
The features you need every day
… and many more.
Office 365
Make the most of Microsoft applications
All of Microsoft’s office applications are integrated with the DealFabric CRM.
DealFabric is the CRM most compatible with Microsoft technologies
Take advantage of every feature in the Office 365 suite and in Microsoft’s other flagship applications, and increase how widely your teams adopt them.
Your DealFabric CRM evolves continuously and updates automatically with the latest Office 365, SharePoint and Power BI releases.
Would you like to see a demo?
30 minutes with a private equity CRM specialist, on your use cases.
Reply within 24 hours