see cim-pro in action

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In this 30-minute session we'll take you through the platform at a high level and talk about how you're running deals now — not an hours-long deep dive.

  • A working tour of the platform — appraisals, CIMs, data room, buyer analytics
  • A conversation about your process and where the friction actually is
  • Straight answers on pricing, onboarding and what's involved
600+Dealmakers
1,800+CIMs published
$1b+Deals closed

2026 IBBA Gold Sponsor · Exclusive CRM Sponsor of M&A Source

TRUSTED BY LEADING ADVISORS

What Firms Running Real Deal Volume Say

Frequently Asked Questions

How is CIM-PRO different from other CRMs?

CIM-PRO is purpose-built for M&A. Every feature – from CIMs to valuations to VDR – is designed specifically for deal execution, not sales pipelines.

Most firms are live within 3-5 days. Our white-glove onboarding ensures your team is productive immediately.

Absolutely. Start with a free 14 day trial and see CIM-PRO in action on your actual deals. We can chat to you about this in your demo.

SOC 2 compliant with bank-grade encryption. Granular permissions and detailed analytics on each interaction.

Everything. CIMs, valuations, VDR, Bespoke M&A AI Powered CRM. No per-deal fees or hidden charges. Simply pay per user.

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