A CRM that fills itself
A boutique M&A advisor ran its pipeline in a spreadsheet and its relationships in people's heads. We built a CRM that populates itself from email and calls, so nothing walks out the door.
A boutique M&A advisory firm · sell-side mandates · lean deal team
This client asked to remain anonymous.
Knowledge in people's heads
The live pipeline lived in a spreadsheet, updated by hand for the weekly meeting. The relationships and the reasons behind every decision sat in people's heads. When a banker moved on, the knowledge went with them, and the team rebuilt context from scratch before every call.
- Pipeline lived in a spreadsheet, updated by hand.
- Relationships and decisions sat in people's heads.
- Knowledge walked out the door when a banker left.
- Context rebuilt from scratch before every call.
DealSage, on their inbox
We connected the firm's email and calls into DealSage, so every interaction, deal sent and outcome is captured against the contact automatically. Now the pipeline updates itself, and anyone can ask who knows a buyer, or why a deal stalled, and get a real answer.
- A CRM that populates itself from email and calls.
- Every interaction and outcome logged automatically.
- Knowledge retained when people move on.
- No manual data entry to keep it current.
Three steps, one workflow
The quiet win is what stopped happening. Nobody spends Friday afternoon updating the pipeline sheet, nobody opens a call cold, and a departure no longer means months of rebuilding relationships from scratch. The firm’s network is now an asset it owns, not a set of favours individual bankers carry with them.
“When someone leaves now, the relationships stay. The CRM knows what they knew.”
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