Appointments

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.

Notes

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.

Documents

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.

Analysis

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.

Advanced Search

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

Synchronisation SharePoint

  • Contact synchronization
  • Events and tasks Synchronization
  • Email forwarding to CRM
  • Saving CRM data in Oultook
  • Bi-directional operation
  • Document entering in SharePoint or DealFabric
  • Bi-directional and instantaneous synchronization
  • Access rights management
  • Search engine
  • Changes tracking
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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!