Your deal flow,
finally in one place

A CRM built for deal teams — capture opportunities from anywhere on Tracxn, from your inbox, from a CSV, or from the mobile app. Keep every pipeline, every stage and every stakeholder in sync.

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Multiple
Pipelines
Single-click
Add deals
Zero
Extra cost
Included with every Tracxn subscription. Multiple pipelines, every stage in one place. Mobile on iOS & Android. Role-based access control.

Add deals from anywhere you already work

Stop copy-pasting between tabs. Every source your team hears about a deal from — Tracxn, your inbox, a shared sheet — funnels straight into the CRM without breaking your flow.

01 From inside Tracxn On a company profile, a sector page or a search result — add to any pipeline in one click.
02 Bulk import via CSV Bring your existing spreadsheet across in minutes. Column-map once, we handle the rest.
03 From your email inbox Forward a deal email and it becomes a deal — with founders, description and thread linked.

Create a deal just by forwarding the email

This is the feature our customers fall in love with. Every deal team already lives in their inbox — so the CRM meets you there.

STEP 01
Forward or CC your pipeline address
Each pipeline gets its own address like abcdefgh@tracxn.com.
STEP 02
Deal is created automatically
Company name, founder, contact, round size — parsed and filled in.
STEP 03
All future replies stay in the thread
Every subsequent email in the conversation gets logged against the deal. Nothing lost, nothing re-keyed.

Run pipelines for every part of how your fund works — without the chaos

Keep deal flow, fundraising, portfolio monitoring and sector-specific tracking in their own pipelines. Decide exactly who in your team can see what.

· Multiple pipelines, one workspace By stage, sector, fund, geography — or however your partners think about the work.
· Pipeline-level access control Grant or revoke access per pipeline. Restrict sensitive deal flow to partners; open up team-wide pipelines for everyone.
· Per-pipeline stages Each pipeline can have its own stages, so your fundraise workflow doesn't have to look like your deal flow.

Every deal sits inside a web of relationships

A deal is rarely just a deal. It involves multiple companies and legal entities, founders you've spoken to, an introducer, the email thread that started it all. Tracxn CRM keeps every association linked, so the full context is one click away.

· Associated entities on every deal Link multiple companies, people and legal entities to a single deal — every party involved, in one view.
· The full email thread, captured Your first email and every subsequent reply are captured on the deal automatically — no forwarding, no copy-paste.
· Linked to live Tracxn profiles Each associated company opens straight into its Tracxn profile — funding history, team, news and signals — without ever leaving the platform.

Add the fields your fund actually tracks.

Custom fields on every pipeline — set them up once, sort and filter on them everywhere.

Cheque size Sector Geography Deal score Diligence checklist Round date Lead source Co-investors Owner + Add custom field

Manage your deal flow from anywhere

The Tracxn mobile app gives you the same pipelines, the same deals, the same notes — without the laptop. Add a deal after a pitch meeting, update a stage from the Uber, share context with your team in seconds.

· Native apps for iOS & Android Built for fast capture and quick stage updates between meetings.
· Same pipelines, same data Every pipeline you have on the web is right here. Real-time sync, nothing extra to set up.
· Add deals in seconds One tap to log a new deal. Move it through stages with a swipe.
Download on the App Store Get it on Google Play

Part of your Tracxn subscription, at no extra cost

The CRM is included with every Tracxn plan. There's no per-seat fee, no separate contract and no need for a six-week implementation.

Request a demo →
✓ Multiple pipelines By stage, sector, fund or geography.
✓ Email-to-deal Forward, CC or BCC from any inbox.
✓ Flexible deal links Connect companies, contacts and threads.
✓ Custom fields Track exactly what your fund tracks.
✓ Mobile apps Native iOS & Android, no extra license.
✓ Access controls Pipeline-level access for every team member.
✓ CSV import & export Move data in and out any time.
✓ Linked to Tracxn data Every deal connects back to its Tracxn profile.

Purpose-built for deal teams, priced like a feature

Standalone CRMs bill you for every seat and take weeks to roll out. Tracxn CRM ships with your subscription and works on day one.

Capability Tracxn CRM Standalone CRM A Standalone CRM B Standalone CRM C
Included in subscription ✓ — — —
Email-to-deal creation ✓ ✓ — ✓
Multiple pipelines ✓ ✓ Tiered Add-on
Native mobile app ✓ ✓ — ✓
Linked to platform data ✓ Native Integration Integration —
Setup time Same day 2–4 weeks 4–8 weeks Months

Your next deal is already in your inbox

See how Tracxn CRM fits into the way your team works — without another tab, another license, or another login.

Request a demo →

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Investor Grievances & Compliance: Megha Tibrewal, Company Secretary & Compliance Officer | Email: compliance-officer@tracxn.com | Phone: +91-9036090116