Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Midaxo?
Midaxo provides a comprehensive solution for corporate development teams to streamline the M&A journey, encompassing everything from deal sourcing to evaluation and the integration process after mergers. The Midaxo+ software empowers frequent acquirers to establish a consistent strategy, visualize the status of deals, and enhance value creation more swiftly.
Highlighted features of the product include:
- Pipeline Management: a centralized database for deals, visual representations of the pipeline, and tracking of contacts, documents, and communications
- Process Management: facilitating the templating, standardization, and monitoring of tasks during deal sourcing
- Buy-Side Virtual Data Room: overseeing information requests and disclosures during due diligence while providing documentation access to stakeholders in the post-merger phase
- Data Security: maintaining certification as an organization-wide ISO 27001 compliant entity for information security
Additional key features encompass:
A holistic M&A platform, detailed playbooks, customer relationship management (CRM) tools, a buy-side virtual data room, a Kanban-style visual pipeline, insightful analytics through Midaxo Insights, deal scoring capabilities, comprehensive due diligence checklists, management of information requests, collaborative deal workspaces, informative dashboards, presentation slides, task oversight, progress monitoring, timely email notifications, and integration with Outlook. By utilizing these tools, teams can significantly enhance their efficiency and effectiveness in managing mergers and acquisitions.
What is Fluid CRM?
Fluid CRM is a lightweight customer relationship management tool for small B2B companies. It solves a specific problem: spreadsheets break down once you have more than 30 active deals, but traditional CRMs demand weeks of setup and constant maintenance. Fluid sits in the middle. Structured like a CRM, simple like a spreadsheet.
The main workspace is a drag-and-drop pipeline board. Deals move across stages you define, and each card opens into a full view with contact details, company info, notes, activity timeline, and the next scheduled follow-up. A dashboard shows pipeline value by stage, so founders and sales leads can see the health of their pipeline at a glance.
Follow-up reminders are central to how Fluid works. Every deal can carry a next action with a due date, which means interested leads never go quiet by accident. This makes Fluid a strong fit for outbound sales teams: several users connect it to tools like Smartlead through the API so that interested replies automatically become deals in the pipeline.
Other capabilities include BCC email sync to log conversations against deals, embeddable lead capture forms for websites, in-app automations for repetitive updates, unlimited pipelines and contacts on every plan, and full import and export via CSV. An open API and webhooks support integrations with automation platforms.
Setup takes minutes rather than weeks. There is no required onboarding, no per-feature pricing tiers, and no enterprise add-ons. The product is intentionally focused: it does not include email marketing automation or 200-field customization, because it is built for teams of 1 to 10 people, not ops departments.
Fluid CRM launched in 2025, is developed in Finland, and is rated 5.0 stars on AppSumo where it powers hundreds small business pipelines.
Integrations Supported
Grata
Microsoft Outlook
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Pabbly Connect
PitchBook
SourceScrub
Integrations Supported
Grata
Microsoft Outlook
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
Pabbly Connect
PitchBook
SourceScrub
API Availability
Has API
API Availability
Has API
Pricing Information
Contact Sales for Pricing Details
Free Version
Free Trial Offered?
Pricing Information
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Midaxo
Date Founded
2009
Company Location
United States
Company Website
www.midaxo.com
Company Facts
Organization Name
Fluid CRM
Date Founded
2025
Company Location
Finland
Company Website
fluidcrm.io
Categories and Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management