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360 Asklogix M&A

Smarter Deals. Faster Decisions

Overview

We provide an out of box delivered CRM designed specifically for 360 M&A firms, that better engages customers with Omni-channel experience. The key benefits are: - Automation of processes - Streamlined Deal flow management - Real time dynamic reporting

See How 360 Asklogix M&A Works

Purpose-Built for M&A Professionals Designed specifically for dealmakers, investment bankers, and corporate development teams — not a generic CRM retrofit. Tailored workflows and data models reflect the real M&A lifecycle.
End-to-End Deal Lifecycle Management Streamline every stage — from deal sourcing, target evaluation, and due diligence to post-merger integration — all within one unified Salesforce environment.
Real-Time Pipeline Visibility Gain 360° visibility into your pipeline with dynamic dashboards, KPIs, and customizable reporting for executive and analyst views.
Centralized Deal Data Room Securely store, organize, and share deal documents, financials, and due diligence materials with built-in access control and audit trails.
Relationship Intelligence & Target Mapping Leverage relationship tracking, ownership structures, and industry mapping to identify the most strategic opportunities and strengthen deal origination.
Automated Workflows & Compliance Controls Reduce manual work and ensure regulatory compliance with automated NDAs, approval chains, and data integrity checkpoints.
Seamless Integration with Salesforce Ecosystem Fully native to Salesforce — leverage existing tools like Einstein Analytics, Slack, and Outlook integration for a frictionless user experience.
Scalable for Boutique or Global Teams Whether you manage 10 deals or 1,000, the solution scales to support private equity firms, corporate M&A divisions, and advisory teams alike.
Actionable Insights Through Advanced Analytics Use predictive scoring, trend analysis, and deal benchmarking to make data-driven investment and acquisition decisions faster.

We provide an out of box delivered CRM functionalities (OOB) for M&A CRM, that better engages customers with Omnichannel experience powered by AI. We are unique as we support Key moments of sales & marketing processes with predictive AI capability. Our solutions ensure enhanced sales, productivity, efficient communications, customer experience & loyalty. PROCESSES SUPPORTED • Forecast potential new business • Manage deal interactions & progress • Provide updates to your client & close deals faster (AI powered) • Organizing meeting one-to-one, Client visit & call report (follow-up) • Marketing automation • Due Diligence & RFP • Events & meetings • Client delivery and Solvency request • Lead management • Contact & document management • Synchronize e-mails, contacts and calendars with Outlook, Gmail • Risk & Compliance (GRC) Contact us : contact@360asklogix.com