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5 Best CRM for Mergers and Acquisitions

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are in the market for a CRM that suits mergers and acquisitions.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What is the #1 Best CRM To Use?

In short, It's Hubspot.

It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Capsule.

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Hubspot Review.

The Best CRM specifically for mergers and acquisitions

Mergers and acquisitions companies have to; determine the valuation of the entity being merged or acquired and maintain individual operations. A CRM that offers financial insights and lets you create several dashboards or pipelines to manage the sales flow will be the perfect fit for this category. Have a look at the products below to choose the best CRM for mergers and acquisitions:

1. Microsoft Dynamics

Microsoft Dynamics is perfect software for connecting clients, products, people and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.

Microsoft Dynamics 365 Features

Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.

Here are some unique features offered by Dynamics 365:

  • Unified Communications: Dynamics 365 allows you to connect with clients through "Microsoft Teams" and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
  • Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365's AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
  • Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
  • Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs. 
  • Power supply chain agility: Dynamics 365 can help your business's profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
  • Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
  • Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
  • Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.

Microsoft Dynamics 365 Pricing

Dynamics 365 allows users to choose packages according to their business niche.

Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.

The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. "Sales Premium" is priced: at $131/month for a single user, and "Microsoft Relationship Sales" is available for $134/month.

“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.

Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and "Sales Professional" is priced: at $63.2/user/month.

2. SugarCRM

Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.

SugarCRM Features

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption.

Here are some unparalleled features offered by SugarCRM:

  • Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time. 
  • Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
  • Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
  • Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API's, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
  • Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
  • Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
  • Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.

SugarCRM Pricing

SugarCRM offers 4 pricing options depending upon the products you pick.

The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.

The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.

The “Sugar Enterprise” offers a generalized subscription plan and is priced; at $85/month/user. It offers SQL-based reporting and SugarBPM.

The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses.

3. amoCRM

The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.

amoCRM Features

amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.

Here’s a list of features that you can use inside amoCRM:

  • Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the "Initial Contact" section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the "Incoming Leads" section.
  • Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
  • Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
  • Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly. 
  • WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company's requirements. This webform will integrate amoCRM with your website and move every submission to the "Incoming leads" section.
  • Business Card Scanner: It's a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the "Leads" section after recognizing it.
  • Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.

amoCRM Pricing

amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.

4. FreshSales

FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers - at a glance - everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.

Freshsales Features

Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.

Here are some dedicated features of Freshsales:

  • Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
  • Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future. 
  • Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
  • Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
  • Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
  • Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.

Freshsales Pricing

Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.

5. Sage CRM

Sage is a company that has a multitude of tools of all kinds: accounting, billing, finance, warehousing, manufacturing, payroll, employees and much more. Among them, Sage CRM stands out, one of the most popular options in the market, which cannot be defined as easily intuitive, but as practical (once you know how its working mechanics work).

Sage CRM Features

Sage CRM is a highly configurable open-ended software that allows businesses to use it for different purposes. It offers several tools and integrations that can positively affect your sales and marketing campaigns while managing the company’s data in an orderly manner. Users can get a better understanding of products through Sage CRM and meet the clients' expectations, thus increasing the chances of securing a lead.

Here are some fascinating features offered by Sage CRM:

  • Opportunity Management: Sage CRM allows users to connect multiple companies to a single opportunity and avoid duplication. It processes the data from the prospect stage through to its complete cycle with unique workflows and helps in turning qualified leads into legitimate opportunities. Sage CRM offers the ability to quarantine unverified information, which can be reviewed; by sales representatives.
  • Sales and Marketing Reporting: Sage CRM allows users to create and share valuable reports based on customer details. There are several pre-defined reports available that display distinct sales metrics, and you can set customized parameters for more accuracy. It helps users from different departments in your organization to get detailed insight regarding their work and clients. Sage CRM improves the effectiveness of your marketing campaigns by informing you about the most beneficial lead sources so you can focus your efforts on the right advertisement.
  • MailChimp Integration: Sage CRM can be integrated with MailChimp to boost email marketing campaigns by targeting a specific audience. Users can view how effective the marketing strategy is and alter it accordingly; to get better client engagement. It can create new business opportunities and strengthen existing relations.
  • Customer Service: Sage CRM improves customer service drastically from both team and individual points of view. It allows you to analyze resolution time for specific complaints, reassign cases to more suitable customer representatives based on experience, review solutions, and access past tickets through knowledgebase for reference on a current problem.
  • Actionable Reports: Sage CRM records information for every click and unsubscribes so you can approach the client accordingly with an automated message or email. It can help in winning back a lost lead or follow up on an interested client immediately to get the upper hand in the negotiation process.
  • Collaboration: Sage CRM simplifies the communication between the marketing and sales team while allowing employees to collaborate on projects. You can share the latest updates regarding the sales process or marketing ventures with relevant team members and easily exchange constructive ideas for the betterment of the business.

Sage CRM Pricing

Sage CRM provides customized services depending on your business requirements. Click on the "Request a callback” tab to get contacted; by a customer representative, fill in some basic details, and get a price quotation for your CRM needs.

Why use a CRM at all?

Managing a business requires operational efficiency and understanding of clients' requirements. Your employees need assistance to execute tasks swiftly without any errors, making CRM an absolute necessity. CRM helps you optimize your business activities and maintain organizational structure.

With a CRM, your marketing and sales teams can work together to deliver better results. It provides valuable insights into your marketing strategies and assists your sales representatives in accomplishing their objectives by simplifying communication with clients. CRM is crucial for every business to gain an edge in the market.

Why should mergers and acquisitions use a CRM?

While undergoing a merger or acquisition, the affected businesses need to coordinate their business activities and increase the value. M&A firms work towards making the merger or acquisition process efficient and beneficial for both parties.

CRM helps M&A firms to organize and source new deals, manage active pipelines and store important information on clients. It makes collaboration easier while supporting your complete deal lifecycle.

CRM can track and monitor stakeholders' interactions and gives you access to analytics, helping you determine the actual cost of the entire merger and acquisition process for both parties. CRM has a fully automated AI, saving your team from repetitive tasks.

With dynamic dashboards, you can visualize and report data customized for your business. CRM supports deal flow management, helping you simplify deals in your M&A pipeline with easy search features.

CRM enables automation and the use of predictive tools to forecast revenue generation based on current performance. With automated workflows: you can streamline processes, increase efficiency and enhance work continuity.

M&A firms require a system that unifies their business operations and assists in organizing deals. CRM solution provides a unified database to store client data and ensure the merger and acquisition proceeds smoothly.

CRM for mergers and acquisitions, A Summary

M&A firms hold financial accountability and have to oversee the entire process of merger and acquisition. With a CRM, they can manage deals efficiently and offer satisfactory services; to both concerned parties. It allows your employees to focus on putting the deal together rather than carrying out data entry tasks.

Microsoft Dynamics 365 offers several financial management tools that can assist M&A firms; to close more deals. It is our suggested pick for a CRM that suits mergers and acquisitions. Visit the website to get started.

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