Arx CRM is cloud-based software built for M&A and private equity professionals to manage deal pipelines, contacts, and tasks easily. While it may not be suitable for teams outside the finance world, it helps organize deals, track progress, and centralize communication in one place.
Arx CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Arx CRM?
Arx CRM is a tool designed specifically for corporate finance, mergers and acquisitions (M&A), and private equity teams. It helps users manage their deal flow, client interactions, and internal workflows in a single dashboard. With built-in contact management, task tracking, and integration with Outlook, it simplifies collaboration. The software also connects with Arx’s wider network and data platform, helping dealmakers stay organized and improve execution speed.
Arx CRM Pricing
Arx CRM Integrations
The Arx CRM software supports integration with multiple systems and platforms, such as:
- Outlook
- Slack Software
- Google Drive
- Microsoft PowerPoint Software
- Salesforce Customer Success
Who Is Arx CRM For?
Arx CRM is ideal for a wide range of industries and sectors, including:
- M&A advisory firms
- Private equity firms
- Corporate development teams
- Investment banks
- Boutique financial consultancies
Is Arx CRM Right For You?
If you’re in investment banking, corporate advisory, or private equity, Arx CRM may be exactly what you need. Its purpose-built for deal professionals who handle complex transactions and need better control over their pipelines. Arx CRM features include integration with Arx’s broader data and network tools, making it more than just a CRM.
Still doubtful if Arx CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Arx CRM Features
Arx Workspace is a complete digital setup made for people who work in M&A or private equity. It brings everything together in one place, including tools for finding new deals, managing transactions, and communicating with other professionals. It includes a database, a CRM system, and a deal-sharing network. This helps teams and investors stay organized and close deals faster.
See How It WorksArx Database helps you find new investment opportunities by showing detailed information about companies, investment funds, and deals happening in the market. You can track what investment banks are doing, check the progress of private equity portfolios, and spot new deals early. The data is updated in real time, so you’re always working with the latest information.
See How It WorksArx CRM is software that helps private equity teams and M&A advisors manage their entire deal process. You can keep track of who you're speaking to, what stage a deal is in, and who on your team is working on it. It offers useful dashboards and analytics, allowing you to view everything at a glance. It also connects with tools like email and calendars.
See How It WorksArx Network is a digital meeting place for dealmakers. It connects M&A advisors, investors, and company owners who are looking to buy or sell businesses. You can post opportunities or search for deals based on what you’re interested in. The network is backed by a large database of over 100,000 professionals, so your deal gets seen by the right people.
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