The CRM built for Dealmaking. Not Sales Pipelines

CIM-PRO transformed the way our engagements are presented to the market. The platform allows us to assemble complex transaction materials quickly while maintaining a highly professional, secure environment for sensitive information. Buyers receive what they need faster, which shortens timelines and minimizes distractions for our clients. The efficiency, structure, and credibility it adds to an M&A process are exceptional.

I am so grateful to the CIMPro team, especially Dru Morgan and Jade Lutton. When I first saw the demo of what a web-based CIM could be, I wanted to use the product. It has made CIM creation for our transactions, nimble, beautiful with several exceptional features. We like the ability to modify the CIM in real time. The web-based CIM enables us to share information confidentially protecting the information while allowing Buyers a deep dive into the business. There are also proposal tools, Deal Intro Tools (a.k.a. the Teaser) as well as the appraisal tools. CIM-PRO is an exceptional tool for investment bankers, private equity companies raising capital, and business brokers. I’m grateful for such an awesome piece of software.

CIM-PRO has made it incredibly easy for us to create professional, well-organized CIMs to present each business in the best possible way. The platform allows us to securely structure confidential information and share it with qualified buyers in a controlled, efficient manner, significantly improving the buyer experience and reducing time wasted on difficult-to-use programs. The flexibility to present different aspects of the business (financials, operations, assets, websites, etc.) in a clean, organized format has elevated the quality of our materials. Jade has also been exceptionally helpful throughout the process, providing prompt support and ensuring we’re able to maximize the platform’s capabilities.

I decided to take the leap and start using CIM-PRO after seeing it showcased at a conference. I wanted to upgrade the look and professionalism of the CIMs I was sending out, and it’s definitely paid off. I’ve had excellent feedback from clients — the CIMs really stand out from most others, and the platform makes it easy to customize content as needed. I’ve also received outstanding support from the CIM-PRO team from day one. I’m very happy with my decision.

CIM-PRO streamlines workflow and allows me to generate appraisals, pitch books and Business IMs in a professional format. It's the best I've seen in the industry and given the regular enhancements and updates it will continue to be a market leading tool.

CIM-PRO has been a game-changer for managing our Business Buyers. It's easy to use, integrates well with our systems, and keeps the team organized with real-time insights. Highly recommend for anyone in the M&A industry, a must have.

CIM-PRO's interactive format makes CIMs engaging and compelling for buyers—taking half the time to prepare. What used to be a long, manual process is now streamlined, allowing me to produce high-quality CIMs faster and win more business.

CIM-PRO has halved the time it takes me to appraise and sell a business. If you're not using CIM-PRO, you're not using your time efficiently. Both my time and conversion rate from listing to sale are far beyond what I've ever achieved before. Strongly recommend.

CIM-PRO's appraisal feature has made valuations faster, more accurate, and incredibly easy to present to clients. What used to take hours is now automated, giving me reliable data in minutes. Sellers are impressed with the professionalism.