Microsoft, the technological foundation of DealFabric

DealFabric CRM and DealFabric Marketing Automation are fully developed from Microsoft cloud technologies. These enable us to make our customers benefit from Microsoft’s unparalleled technological investments, whether in terms of new functionalities, security or regulatory compliance.

On top of that, we add our expertise in Private Equity and capitalize on our experience to improve our applications.

Applications used by DealFabric

We use Microsoft’s ultra-innovative technologies to meet all your needs

With DealFabric CRM, all your needs can be addressed: reminders automation, creation of tasks or appointments, validation processes, etc.  All the usual needs of Capital Investment professionals find their application.


Power Apps is Microsoft technology for creating applications to meet business needs. As the foundation for the development of DealFabric CRM and DealFabric Marketing, PowerApps allows, regardless of specific task, role and process scenarios, the integration and distribution of data to users on any type of device, laptop, smartphone or tablet.

Power Automate

Power Automate is the technology that allows to automate repetitive tasks using robotic and digital process automation innovations. With Power Automate, DealFabric CRM manages multi-technology interaction scenarios thanks to a library of more than 250 complete and continuously evolving connectors.

Power BI

Power BI is Microsoft’s Business Intelligence application that allows you to analyze all DealFabric CRM data using reporting, graphs and dynamic dashboards. Since 2013, Power BI has been recognized by Gartner as the world leader in this field by offering unparalleled flexibility and performance.

Power Virtual Agents

Power Virtual Agents are the latest technology in Microsoft’s Power Platform. Used by DealFabric CRM it allows to create an internal or customer-oriented chatbot without any need for infrastructure management. They give access to more than 250 connectors and, together with the automated processes using Power Automate, they allow you to use these flows in your Chatbots.

“Microsoft Power Platform is an inclusive technology. Its ease of use creates a culture of innovation that helps you generate untapped value that you didn’t have access to before”.

Nipa C

General Manager IT & Decision Driver

Common Data Service

Microsoft’s Common Data makes it easy to connect and aggregate data, allowing you to create applications from a common data source. It includes a set of more than 200 record entities used to store data, much like a table stores data in a database. If custom record entities are needed, you have the option to create your own using Power Query or by manual generation.

Microsoft is committed to the highest levels of trust, transparency, standards compliance, and regulatory compliance. That’s why, by relying on Microsoft technologies, DealFabric CRM covers the most stringent security and confidentiality requirements of our customers.

DealFabric CRM also on Salesforce

Save time, take advantage of Best Practices and optimize your budget

The DealFabric CRM application for Private Equity is also available on Salesforce technologies. This solution allows you to find all the functionalities developed for investors, fundraisers, and asset management specialists in the Salesforce CRM Sales Cloud or in the Salesforce Platform.

Particularly suitable for certain CVCs

We particularly recommend this solution for corporate ventures whose parent companies are already equipped with Salesforce for other needs and who can benefit from in-house resources for their administration, maintenance, and evolution needs.

DealFabric CRM on Salesforce will allow teams that haven’t written specifications detailing their needs and how they expect to operate to save considerable time, significantly reduce risk, benefit from proven best practices, and save the sometimes very high costs of a development project with a Salesforce integrator from scratch.