CRM & Deal Management

CRM & Deal Management

• Automated request tracking and document management
• Custom Deal Stages & Automated Deal Pipeline: Organizations can define up to 8 custom deal stages and related logic during the onboarding process. Deal Stage functionality enables automated tracking of the deal funnel.
• Deal Stage analytics track conversion KPIs that enable automated notifications and help identify bottlenecks in the funnel.
• User Assignment: Deals can be assigned to individual business development reps, underwriters, or other internal users.</li><li>Integrated Status Notes: Users can enter status notes in individual Deal records, enabling users to centrally track Deal updates while avoiding tedious email chains. Automated notifications are sent to associated users whenever a status update is added.
• Term-Sheet: Axis enables users to automate term sheet creation. Users enter proposed terms in the Deal record, and Axis automatically generates the completed term sheet on the organization’s form.