Not only do your leads need a place to live, but so do your listings, sellers, buyers, referral sources, and other clients. Our business broker and M&A CRM is a true gamechanger. Managing contact info, activity, deals, automations, tasks, notes, and emails is central to our business broker CRM platform, and most management is automated. When it comes to CRM for M&A and brokerage, we’ve thought of how to make our clients’ lives easier and more productive.

Features Include:

• Notes, Tasks & Emails
• Web Site Integration
• Contact Activity
• Segmenting & Searching
• Automation
• Deal Management
• Customization

These three processes are integral for any CRM. But Deal Studio has gone one step farther with our business broker CRM software, as we have specifically designed notes, tasks and emails to serve the needs of those in the brokerage industry.

Features include:

• Notes are created from automated activities (for example, a signed NDA would store a link)
• Tasks sync to your current calendar and can send you reminder emails
• Emails sync from your current email system

Most business broker CRM systems don’t get used because entering the necessary data takes too much time and energy. That’s why our broker and M&A CRM features are streamlined and intuitive.

Features include:

• The typical website we develop has 15 points of connection to the business broker CRM
• Contact info is directly added to the CRM and emails are automatically sent to contacts
• Further automations are triggered for task creation, email notifications, text messages and more
• Buyer info and activity pulls into your website’s seller portal using our broker and M&A CRM WordPress plugin

Go beyond just storing data for your contacts. Through Deal Studio, you can leverage that activity to trigger drip campaigns and other automations.

Features include:

• Connects with your email to store both sent and received emails
• Track email campaign activity – you’ll gain data when your marketing campaigns are opened and links are opened
• Reveal all tasks, notes, links to signed NDA’s and automation activity
• Show every page of your site that contacts visit
• Use all of the above features as the trigger to start new automations

Retaining information on your contacts is useless if you don’t have a way to find the ones you need. That’s why our business broker CRM software puts an array of search options at your fingertips.

Features include:

• Run advanced searches on any and all contact data; this includes related deals, automations, activity, and more
• Save advanced searches for future searching
• Export all the search results to Excel or CSV
• Save results as a dynamic list that you can use in sending email campaigns

Most brokers find that they lack the time necessary for important tasks such as proper lead nurturing, email marketing, deal management and file sharing. Our business broker CRM does the heavy lifting for you!

Features include:

• Use any contact activity to trigger email campaigns and drip campaigns
• Use any contact activity to trigger tasks, notifications, and text messages
• Automate a contact’s deal stage change, update information, create notes and tasks, and send links to data room files and folders
• Add and update contact info from web forms and NDA’s as well as automate

Contacts are often tied to deals, whether they be a seller prospects, sellers, or buyers. Deal Studio’s business broker CRM software shows all related deals to your contacts alongside their current deal stage pipeline.

Features include:

• See all deals connected to a contact and then open each deal in its own tab
• See all deal data, including days at current deal stage, deal value, title, date added, date edited, and all custom deal fields
• Create as many deals per contact as needed

Not every office works the same way. That’s why Deal Studio allows for many broker and M&A CRM customizations to fit the unique needs and preferences of our clients.

Features include:

• Add custom contact fields, deal fields, deal pipelines, and deal stages
• Arrange the fields into sections for organizing data so it makes sense to you
• Create lists for your contacts so you can filter by contact types, such as buyers, sellers, listings, prospects, and valuation clients, to cite just a few examples
• Use tags to further define your contacts so you can easily filter and search through them