Manage and share your important appointments with your team. Trigger reminders on your smartphone.
Keep them in memory by associating them with your deals, contacts or the companies you follow.
Save your notes on your smartphone or tablet and find them instantly in your CRM.
Share them with your teams and save in a single place all the data that can be used later.
Tasks and Reminders
Manage your tasks, share them or assign them. Set automatic reminders.
Enter them or synchronize them with Outlook, you are free at any time.
Record all important documents of your deals: NDA, Term Sheet, BP, Executive Summary, etc.
Link these documents with the companies you track, or keep them in a specific directory.
Measure, assess and analyze performance indicators that are of interest for you.
In DealFabric CRM you will benefit from as many customized analytical dashboards as you want.
DealFabric offers you a truly advanced search on all the information that is important to your business.
Keywords or predefined filters help you finding the needle in the haystack as a child’s play …
Synchronization with Outlook
Events and tasks Synchronization
Email forwarding to CRM
Saving CRM data in Oultook
Document entering in SharePoint or DealFabric
Bi-directional and instantaneous synchronization
Access rights management
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Use Microsoft applications
All Microsoft office applications are integrated with DealFabric CRM.
Take advantage of the full functionality of the Office 365 suite and other leading Microsoft applications and increase adoption among your employees. Your DealFabric CRM evolves continuously and is automatically updated with the latest Office 365, Sharepoint, Power BI, etc. updates.
DealFabric CRM is the most compatible CRM with Microsoft technologies!