PEI Services

PEI Services is a crm product. M&A-Focused Research Database and Deal Flow Management Tools. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. They also list CRM, Finance and Hedge Funds, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

PEI Services is based in Austin, Texas and around since 2004. You can read more at peiservices.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

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