Pipeline Management

Streamline your sourcing process. Graduate from spreadsheets.

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Trusted by over 450 firms and
2,000 dealmakers

…and 8 of the top 10 management consulting firms

Manage and collaborate on deals

Your hub for pipeline management. Say bye to Excel. Track your funnel, take notes, and set custom labels. Realtime updates to your data.

Get Started Now

Streamlined Process Management

Divide-and-conquer, work more efficienly. Our clean, intuitive pipeline organizes your deals so you know exactly where each conversation stands.

  • Share updates and collaborate with your executives, report on your funnel
  • Keep your data fresh and accurate, break free from spreadsheets
  • Build proprietary knowledge, store notes as your search

Customized to fit any sourcing process

Your pipeline, Labels, and Notes offer powerful customization options for any dealmaker. Grata's workflow tools make it easier than ever to o track deal owners, priority, status, and more.

- Create custom Labels to track "Relationship Status", "Entity Type", "Priority" and more

- Leave Notes to document interactions or important call outs

- Visualize your entire deal sourcing funnel in your pipeline

How it works

step one

Create Your Labels

Create custom labels that match your deal process or start with Grata's best practices.

step two

Document Your Interactions

Notes are the best way to track important callouts and collaborate with your team.

step three

Manage Your Pipeline

See your pipeline, collaborate with your team, and filter by campaign.

step four

Export Reports

Export your data directly into spreadsheets.

step five

Sync With CRM

When you're ready to take the next step, instantly sync companies with your CRM.

Frequently asked questions

Do I need a CRM to use My Pipeline?
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No, in fact our pipeline feature is a lightweight way to better manage your process before you move to a full CRM.

I have a CRM. Why do I need to use My Pipeline?
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You deal pipeline is not the same as your business development pipeline. Grata helps you manage your business development efforts, before you add companies to your CRM. You can see the status of your relationships when companies are being reviewed and as you're reaching out.

What type of custom data can I store in Grata?
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You can use labels to fully customize and track any information that helps you. However, most users set some form of Status, Priority, Deal Type or Strategy, Company Owner, and Next Steps.

Can I add notes in Grata?
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Our notes feature lets you capture any idea, thought, or instruction that will help you collaborate with your team. For example, "My email got an OOO reply. Wait 10 days to follow up" or "A B-school classmate is connected with the CFO here. I'll see if I can get us a warm intro." Labels, however, are great for categorizing companies in a standard system. For example, ensuring everyone on your team is ranking companies the same way: "High, Medium, or Low" priority.

I still like spreadsheets. Why should I use Grata's pipeline feature?
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Managing your process in Grata ensures (1) your data is always up-to-date, (2) your team has realtime visibility into your funnel, and (3) you can easily collaborate withy your partners. With Grata, spreadsheet version control and long email chains are a thing of the past. However, if you still prefer spreadsheets, you can always export your data from Grata.

"I previously had to do detective work to find good companies to call on. I've used many sources and evaluated many companies, and if I had to design a perfect tool for this it would be pretty close to Grata."
Frank Leibly, Alcon Partners
"The biggest benefit is just how comprehensive all the data is for the individual companies, as well as the industry search capabilities."
Wills Hutras, Copley Equity Partners
“We looked at other solutions like Capital IQ– but there was a world of difference between their company data and the information we needed.”
Andrew Wert, Air Techniques International
Andrew Wert
"We are constantly looking for innovative ways to find better answers for our clients. Grata has been terrific for us and allowed us to uncover insights we wouldn’t have otherwise been able to find."
Aaron Smith, L.E.K Consulting
Try Grata today
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