Deal flow CRM

Manage your entire deal flow using Tracxn CRM

Fully customizable workflows
Deep integration with Tracxn Database
Bundled with Tracxn subscription (No extra charges)

Workflow customized for deal management

Pre-configured stages to get you started. Customize as needed
Pipeline view to easily visualize deal's progress
Charts to help you visualize deal distribution

Complete integration with Tracxn Database

Set up workflows to automatically add any new companies that match your mandate to the CRM
Get access to Tracxn's company information without leaving the CRM
Email alerts to stay on top of news and updates about companies that are in your CRM

Manage complete deal information at one place

Organize, share and collaborate on Due Diligence documents with your team
Keep track of your to-dos using Tasks
Add formattable notes and documents

Manage your Deal Flow on the go

Experience Tracxn's Deal Flow CRM on mobile
Get access to all features
Add a company, Create a task or Manage an existing deal from your mobile device
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