The CRM built for
corporate finance professionals
Pipeline, deal tracking, contacts and reporting — in a single platform connected to the M&A, Private Equity and Corporate communities. Designed by practitioners, for practitioners.
Key players in corporate finance trust us
YOUR PROFILE
One platform, three use cases
Whether you originate sell-side mandates, manage a PE portfolio or run corporate transactions, Arx CRM adapts to your workflow — not the other way around.
M&A Advisory
CRM for M&A Advisors
Structure your deal flow from prospecting to closing. Track every mandate, every counterparty interaction, and measure what drives your pipeline.
- Deal flow & mandate tracking
- Customizable dashboards & KPI reporting
- Origination & buy-side / sell-side pipeline
- Integration with Arx Database & Network
Private Equity
CRM for Private Equity
Manage acquisitions, exits and fundraising in one place. Keep a 360° view of your portfolio, your counterparties and your sourcing activity.
- Deals module — acquisitions, exits, fundraising
- 360° management of interactions & counterparties
- Shared contact base with Outlook synchronization
- Portfolio tracking enriched via Arx Database
Corporate M&A
CRM for Corporate M&A Teams
Coordinate buying, selling and financing processes across stakeholders. A purpose-built solution for large enterprises managing complex transaction portfolios.
- Full transaction portfolio management
- Stakeholder & counterparty coordination
- Prospecting automation — target identification
- Connection to Arx Network for cross-border deals
WHAT EVERY USER GETS
The foundations of serious deal management
Whatever your profile, Arx CRM is built on the same core — designed by former investment bankers who knew exactly what was missing in generic tools.
Deal pipeline & mandate tracking
Customizable stages, deal statuses and KPIs — track closed mandates, live opportunities and sourced deals with dashboards that reflect how your team actually works.
Unified contact management
All your counterparty interactions in a single shared base — with bidirectional Outlook sync and automatic enrichment from Arx Database (emails, direct lines, positions).
Connected to the Arx ecosystem
Your CRM is natively linked to Arx Database (100K+ professionals) and Arx Network — so your pipeline is continuously fed with market intelligence, PE portfolios and sell-side opportunities.
Automation — 4,000+ integrations
Connect your CRM to any tool via Zapier and Microsoft Power Automate — without writing a single line of code. Synchronize data, automate repetitive tasks and build custom workflows at scale.
Reporting & analytics dashboards
Real-time analysis of your activities — deals, contacts, mandates, interactions. Fully customizable dashboards with scheduled email reporting to keep your team aligned.
Security designed for sensitive transactions
M&A transactions involve confidential data. Arx CRM is built with data security as a foundation — not an afterthought — so critical deal information stays where it belongs.
They are Talking About Us
Find out why they trust Arx
“Our company was very interested in the constant evolution of the platform and the development of its features. Arx Network helped us to digitise part of our M&A activity while respecting the basis of our profession. The accuracy of the information and the fact that the data is up-to-date, helps us optimise our marketing process.”
Stéphane Vanbergue
M&A Director
Eight Advisory
“The solutions offered by ARX have contributed to structure and develop our business. They are user-friendly, it is simple to onboard users, and Arx’s team is very attentive to the needs of the market. At Translink CF, in all 30 offices, Arx is one of the preferred solutions.”
Marc Irisson
Founding Partner
Translink CF
“We have been following the Arx Corporate Finance team since the beginning. Their solution corresponds perfectly with our daily interactions with Private Equity firms. We particularly appreciate the accuracy of its data and the streamlined search tool.”
Marc Dunoyer
Head M&A Mid-Cap
Société Générale
“Arx Database enhances our efficiency in tracking investment fund portfolios. It helps us quickly identify funds based on their investment criteria and sector expertise. A valuable time-saving for our teams in deal sourcing.”
Jonathan Bohbot
Managing Director
Bryan Garnier & Co
“Arx Platform helps us prepare our meetings with Private Equity Firms effectively. The verified information on portfolio companies, and being able to anticipate their exits is what gives our commercial strategy a competitive advantage.”
Thierry Dartus
Head of Transaction
Grant Thornton
“Arx Corporate Finance’s teams proved themselves from the outset with their very powerful tool, which corresponds to our daily professional reality. The holistic overview of the PE market and the trustworthiness of the data are highly useful for our sourcing process.”
Aida Ben Lamine
Business Developer Manager
Seven2
“With Arx Network’s intuitive interface our teams are able to rapidly screen a significant number of PE portfolios. The tool allows us to isolate potential cross-border opportunities that we can share with our various offices worldwide.”
Arnaud Dudognon
M&A Director
Lincoln International
Trusted by leading corporate finance institutions
Ready to transform your deal-making?
See how Arx fits your workflow in a 30-minute personalized demo.