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.

Request a demo → See how it works
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 crm+fintech@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, founders you've spoken to, an introducer, a related portfolio bet, an email thread that started it all. Tracxn CRM keeps every association linked, so the full context is one click away.

· Link companies, contacts and threads Associate a deal with multiple companies, founders, advisors and the email threads that surfaced it.
· Connect related deals Group co-investments, follow-on rounds, and competing deals so your team sees the bigger picture.
· Pulled from the Tracxn graph Every linked company comes with its Tracxn profile, funding history and team — no copy-paste.

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