M&A CRM for Relationship Intelligence
Win more mandates and strengthen your relationships with buyers and investors.
- M&A-specific data model & processes
- 100% hosting & data storage in Switzerland
- AI integration for better insights
A CRM that works for you
Easily generate relevant understanding for all team members. Better insights into relationships and projects help to increase the quality of service to customers.
The way we work is crazy.
- Contacts and history in Outlook or Excel
- Little documentation on interactions
- Teams must be briefed by contact owners
Let's change that!
- Software-driven contact data usage, easily accessible for all
- Acquify documents automatically
- A clear understanding within a short time, even without prior knowledge
- Intelligent use of data with GenAI
Features
Your network and your activities, explicitly
Acquify empowers your team with features for building buyer lists with search profiles, automatically documenting communication and project progress & more.
Capture contacts automatically
Create contact via Copilot or email interaction with the BCC tracking functionality.
Project engagement at a glance
Implement relevant data models to optimize the sourcing of sales mandates or buyers.
Individual contact data management
Implement relevant data models to optimize the sourcing of sales mandates or buyers.
Relevant insights in record time, thanks to AI
Analyze contact information using AI to clarify questions and gain relevant insights for opportunities.
Discuss first pilot project now
Start your journey into the “brave new world” in minutes with customizable data models for any team or deal structure.
"We now have a clear data basis and structured project documentation. The employees appreciate the easy access to relevant information."
Kevin Huber
Head M&A
Frequently asked questions
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Can I integrate old data into Acquify?
During initial onboarding, we ensure that data sets from Excel and Outlook are prepared and made available to Acquify.
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Can user-defined fields be created in Acquify?
You can define any number of fields in order to fully map the way in which you implement contact data maintenance.
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Can I enter search profiles of investors?
You can create individual search profiles and easily match new mandates with the search profiles in your buyer database. This ensures that you never miss an opportunity and maximize the success of your project.
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How does the data transfer with customers work?
You can create a document request list and send it to your customer as a link. They can upload files securely. You will receive a notification when the upload is complete.
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Wie nutzt Acquify KI im CRM?
Die sichere und isolierte KI von Acquify hat Zugriff auf Ihre Daten und kann nicht nur Daten lesen, sondern auch schreiben. Dadurch ergeben sich zahlreiche Anwendungsmöglichkeiten für bessere Insights – selbst bei sehr grossen Datenbeständen – und Automatisierungen.
