M&A deals are complex (and long!) processes and deal details tend to live in multiple places. Without a pipeline manager, information lives in an email here, a phone call there, and an Excel file from way back when. Dealmakers who streamline their process maximize efficiency and make way from more and better deals.
That's where Grata's pipeline comes in.
Our centralized pipeline management solution provides a streamlined platform for managing and collaborating on deals. With pipeline, you no longer need to rely on scattered spreadsheets or outdated information. Instead, you can have a single source of truth that organizes all of your targets in one place.
Want to see how many targets your team is currently pursuing? What companies are in a live deal? Pipeline view gives a high-level view of your deal funnel. And since this view lives within Grata, detailed profiles of each target are just one click away.
Grata's pipeline manager is clean, intuitive, and easy to use.
It categorizes your deals by status, so you always know exactly where each conversation stands. We recommend using the Pipeline View to track a deal’s status and use Grata’s labels and notes features to track ownership, priority, and more. Unlike spreadsheets, pipeline keeps your data fresh and accurate, ensuring that you're always working with up-to-date information.Collaboration is seamless with Grata’s pipeline manager. Our customizable labels and notes allow your team to tailor the platform to your specific needs, making it easy to share information, delegate tasks, and keep everyone on the same page.
It categorizes your deals by status, so you always know exactly where each conversation stands. We recommend using the Pipeline View to track a deal’s status and use Grata’s labels and notes features to track ownership, priority, and more. Unlike spreadsheets, pipeline keeps your data fresh and accurate, ensuring that you're always working with up-to-date information.
Collaboration is seamless with Grata’s pipeline manager. Our customizable labels and notes allow your team to tailor the platform to your specific needs, making it easy to share information, delegate tasks, and keep everyone on the same page.
And when it's time to make contact, you can sync companies to your CRM with just one click. Don’t have a CRM in place? Pipeline View provides a powerful and affordable solution for managing your deal process. You don’t need to have a full-fledged Client Relationship Manager (CRM) to benefit from this feature.
If you're looking for a centralized pipeline management solution that can help you streamline your sourcing strategy, look no further. Give it a try today and see how it can transform your deal management process.
