Deal Management, CRM & Pipeline

monday.com gives deal and integration teams a flexible, highly configurable hub for tracking pipelines, workstreams and integrations when they do not require a dedicated M&A platform.

Atlassian provides an integrated suite of collaboration, project management, software development, and knowledge-sharing tools that help teams plan work, connect strategy to execution, and deliver projects from idea through completion.

Intapp DealCloud is an AI-powered deal and relationship intelligence platform that centralizes deal flow, relationship data, and firm intelligence in a compliance-aware environment for financial and professional services firms. It provides a single hub to coordinate pipelines, client and intermediary relationships, and cross-firm workflows, helping teams originate smarter, execute deals more efficiently, and grow faster.

Asana is a work management platform that helps organizations coordinate projects, workflows, goals, and cross-functional teams in one connected system, with AI-powered features that support planning, automation, reporting, and execution.

Arx is an M&A-focused deal workspace that unites a proprietary deals and investor database, a purpose-built M&A CRM and a transactional network, helping bankers, investors and corporate M&A teams digitize how they source, track and close transactions.

Airtable is an AI-native low-code platform that combines a relational database with spreadsheet usability, used by 500,000+ organizations including 80% of the Fortune 100.

Affinity is a relationship-intelligence CRM for private capital and M&A teams that centralizes relationship data, automates data capture, and uses AI to surface the best paths to deals.

MergerWare is an end-to-end M&A execution platform that helps organizations manage deals, due diligence, integrations, synergies, and divestitures in one place.

4Degrees is an AI-powered relationship-intelligence CRM for private-markets and M&A teams, combining automated data capture, relationship scoring, and deal-flow management to source, track, and close more deals.

EKNOW provides a modular, enterprise-grade M&A execution platform that replaces spreadsheets and point tools with integrated pipeline, diligence, integration and data room capabilities backed by decades of M&A playbooks and best practices. EKNOW M&A Tools is the operating system for the M&A Ecosystem.