PEI Services Information

PEI Services combines an in-depth corporate finance Research Database with an integrated CRM and a Project Tracking tool specifically designed for M&A deal flow. It’s a great tool for middle market M&A firms to perform industry research, track all interactions with contacts and journal/record communications with each member within the deal flow process. Research Database • 180,000+ M&A-Related Contacts • Targeted Search Capabilities • Download Results or Add to CRM Customer Relationship Management (CRM) • Organize and Update Your Contacts • Journal and Record All Interactions • Automatic Date/Time/Author Stamp Customizable Project Tracking • Quickly View Progress Made With Each Deal/Prospect • Automatic Journaling, Fully Integrated with the CRM • Send and Track Outbound Emails