Solutions for business development
Lead generation, platform listings, wealth manager and distributor tracking, and more.
Business development
Increase your efficiency and your performance
01
Manage
Manage your prospects and your pipeline dynamically: record all the information you need.
02
Automate
Automate whatever reminders you want: tasks, meetings, alerts… plan the sales actions you will have to carry out later, and stop worrying about them.
03
Use
Use your data in Excel or through dynamic reports: in one click, move your data into Excel, work on it, complete it and save it. Everything is back in the DealFabric CRM. It’s magic (or almost)…
04
Generate
Run more automated marketing campaigns to generate leads and opportunities, or to raise your profile in your market.
Client follow-up
Get what you need to know your clients and reassure them
All the information you need is available in one or two clicks in DealFabric, including access to documents stored in the CRM, in SharePoint or in Microsoft Teams.
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30 minutes with a private equity CRM specialist, on your use cases.
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