--- title: "Arx CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Arx CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10026580/Arx-MA-CRM/" page_type: "product" language: "en" --- # Arx CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Arx CRM ## What is Arx CRM? Arx M&A CRM is a cloud-based solution that helps investment banks and advisors manage the entire deal lifecycle from prospecting to closing. The software centralizes contacts, organizes deal flow pipelines, tracks interactions and activities, and provides real-time analytics through customizable dashboards. Key features include a shared contacts database, Outlook sync, mobile access, voice notes, and native integration with the Arx deal database and network platform. ## What is Arx CRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Arx CRM?[Manage this product listing](https://www.g2.com/products/arx-crm/claim_requests/new?auto=true) ## Arx CRM Overview Updated September 2026 AI summary Arx CRM is a cloud-based solution designed for small and midsize businesses seeking to organize and manage customer relationships. Covering both CRM and financial CRM needs, it offers tools for contact management, sales pipeline tracking, and workflow automation, along with features like customizable reports, campaign management, and marketing automation, supporting daily operations through its web-based interface and mobile access. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Arx CRM 0.0 VS. [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price Contact vendor Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (1,319) Value For Money 0.0 (0) Value For Money 4.1 (1,194) Customer Service 0.0 (0) Customer Service 3.9 (1,183) ## Arx CRM alternatives Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Arx CRM Features and Usability ### What are the key features of Arx CRM? Arx CRM offers CRM tools for contact management, lead management, and opportunity management, plus sales pipeline management and pipeline tracking. It also includes activity tracking, task management, calendar management, alerts and reminders, reporting and analytics, customizable reports, email management, marketing automation, and third-party integrations. Integrations ### Which third-party tools and platforms does Arx CRM integrate with? Arx CRM integrates with 10 third-party tools, including communication and productivity platforms such as Gmail, Microsoft Outlook, Microsoft Teams, Slack, Microsoft Word, and Google Sheets. It also connects with Asana, Mailchimp, Microsoft Power Automate, and Zapier for task management, email, automation, and broader app connectivity. Getting Started and Support ### What training and onboarding options does Arx CRM offer? Arx CRM provides in person training, live online sessions, and documentation. In person training supports direct guidance, live online sessions allow guided instruction remotely, and documentation gives teams written reference material for setup and feature review. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight the following as the features buyers watch most closely when comparing CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Arx CRM includes other CRM capabilities that reviewers also consider important, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, track interactions, and keep customer information organized, helping businesses manage relationships more efficiently and respond to day-to-day sales and service needs. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar/Reminder System Notifications/alerts for upcoming events or tasks Arx CRM 30 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.