The #1 resource for M&A tools

Monday.com

Deal CRMDeal Pipeline Management

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Short description

Monday.com is a platform that can be used as a CRM for M&A activities. It offers a range of features such as task management, collaboration tools, and data visualization that can help teams to efficiently manage the different aspects of an M&A process. With its customizable boards, teams can easily track progress and stay organized throughout the entire M&A process, from identifying potential targets to closing the deal. Additionally, Monday.com’s integrations with other tools such as email and calendar can help teams to streamline their workflow and improve communication. Overall, Monday.com can be a valuable tool for M&A teams looking to improve their efficiency and stay organized throughout the process.

Key Features

Get closer to your customers –
Easily centralize and track communication with your customers

Performance tracking made easy –
Keep track of your pipelines, targets, and team performance

Organize your data in one place like a pro –
Seamlessly connect all your new and existing data in one place

Win back time with no-code automations –
Use or create your own automations to do the manual work that steals selling time

Manage your entire sales pipeline without switching tabs

Pricing

Pricing:

● Individual CRM – $0
free forever
Up to 2 seats

● Basic CRM – $10
seat/month
Total /$30 /month
Billed annually

● Standard CRM (Most Popular) – $14
seat/month
Total $42 / month
Billed annually

● Pro CRM – $24
seat/month
Total $72 / month
Billed annually

● Enterprise CRM – Contact Sales

More information

Target group

Corporate M&A M&A advisory Private Equity Venture Capital

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