Deal Management

Relevant CRM’s Deal Management module streamlines your complete deal management process enabling you to better track pre-deal conversations, collect and process deal flow, and hold more efficient approval meetings. With a dramatically improved workflow, your deal team is free to focus on more profitable activities.

At the Core

• Quick Entry Screens. Configures screens for each team member reflecting the specific data points and analysis for which they’re responsible.
• Deal Due Diligence. Collects salient data about each opportunity, including contacts, third party representatives, assigned team members, market analysis, financial status and other notes. You can also create user-defined fields to better describe attributes of a deal.
• Streamlined Deal Flow. Coordinates sharing of data between team members into an efficient process: associates log and filter deals, partners lend expertise and negotiate terms, and inappropriate deals can be rejected at any phase of due diligence.
• Time-saving Form Letters. Enables quick and easy production of frequently-used form letters such as term sheets and rejection letters.

Taking You to the Next Level

• Microsoft Outlook Integration. Use Relevant CRM directly through the Microsoft Outlook application. Tag initial emails to deal companies or other accounts and all subsequent emails are automatically integrated as CRM activities.
• Blackberry Support. Displays your Relevant CRM application on your Blackberry.
• Work Offline. Use Relevant CRM on the road, entering meeting notes, other activities, or contact information, and update it upon your return seamlessly and efficiently.
• Group Security. Segregates access and views of records by professional, deal team or office, enabling them to see only the data for which they’re responsible.
• Dynamic Deal Pipeline. Graphically displays your entire Deal Pipeline, enabling you to quickly see active deals and their status, while simultaneously anticipating upcoming cash needs.
• Efficient Approval Meetings. Generates deal summary and pipeline reports, providing a standard format for reviewing opportunities.