A complete range of services for a fast and efficient use of your CRM.
As specialists in the private equity sector, our ecosystem provides you with sector expertise, business processes, and proximity tailored to your needs.
are committed to providing you with the greatest added value to make your experience and use of the DealFabric application as enjoyable as possible.
Review of your specifications.
Taking into account your existing (data, reporting, applications).
Advice and sharing of business- and application best-practices.
Customization of ergonomics and taxonomy.
Customized automation.
(Package or à la carte services)
Recovery of your existing data.
Integration in your IS: middle and back-office.
Office Automation Integration.
Integration to your website (forms).
Data room integration, sourcing applications, etc.
(Duration depending on team size)
Transfer of skills throughout the project.
Onboarding of users.
Administrator training.
Reporting training (Microsoft Power BI).
Marketing Automation Module training.
Our end-to-end implementation services help you customize, deploy, and adopt DealFabric CRM, but we continue to provide you with full support in your day-to-day operations, including support, maintenance, and customer success.
Your success is our success, so we do everything we can to assist you according to your needs.
Combining all the expertise and skills to support and advise you on best practices for using a deal flow management and investor relations tracking application.
While being able to manage the deployment of a unique cloud solution such as DealFabric by mastering the various aspects of technological integration into your IT environment.
DealFabric supports you in meeting all your needs during the project phase and beyond. We offer several packages tailored to your requirements.
Please send us your requests and questions, we will gladly answer them as soon as possible.
