The agentic CRM that turns your AI agents into a real team
Arx CRM is the agentic dealflow manager for dealmakers. Your people and their AI agents source, execute and close deals together, on a shared base connected to Arx Database and Arx Network.
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You close itKey players in corporate finance trust us
Arx Agentic CRM
Agentic AI is changing the game in dealmaking. Every team member can now delegate market monitoring, sourcing, data entry and follow-ups to their own agents. But without a common foundation, that power scatters: duplicates, contacts approached twice, lost histories, no overall visibility. Arx CRM is the layer that makes agents and humans work as a single team.
AI TEAM
Turn your AI agents into a real team
Now that agentic AI is sharply accelerating your teams’ processes, the challenge shifts: you have to turn AI agents into a real team — preventing the same company or contact from being approached several times, keeping the thread of every exchange so another team member (AI or human) can pick it up, and coordinating everyone’s initiatives. Arx’s agentic dealflow manager brings AI agents and people together around a shared base, where every interaction is shared and every effort compounds. It is the firm’s collective intelligence, orchestrated continuously.
SOURCING
Maximize your sourcing
Powered by the speed of their AI team, combined with Arx Database and Arx Network, your people’s agents continuously scan market activity — deals, news, sell-side opportunities — and cross-reference it with their network to surface every opportunity. They prioritise these and instantly point each team member to the best relationship for reaching each counterparty.
EXECUTION
Accelerate the execution of every deal
Your people’s agents orchestrate the progress of every deal: automatic follow-ups, preparation of materials, coordination of stakeholders. They also capture and qualify emails, meetings, calls and documents, then update contacts, opportunities and pipeline — with no manual entry. Execution becomes seamless, from origination to closing.
OVERSIGHT
Supervise your AI agents, steer your pipeline
Your people’s agents source and execute deals at unprecedented speed. Steering an agentic team calls for a CRM that keeps the full picture: pipeline, live deals, the performance of every origination channel, and the ability to approve sensitive actions before they go out. Arx generates the dashboards and reporting needed to supervise the team of AI agents and people — so you can close more, and better, deals.
CLOSINGS
Stay focused on closings
While your people’s AI agents handle data entry, monitoring, sourcing and follow-ups, your people focus on what the machine will never do: negotiate, structure, persuade and close. Low-value work disappears; your teams’ energy goes where it creates the deal.
You’re on it — negotiating & structuringMCP
Give your agents access to your CRM
A teammate works with the same access you do. The MCP protocol gives that access to your agents: your activities, companies, deals, advisors, funds, portfolio companies, contacts and books. They search, filter and sort on every field. They create, update and delete. They query your documents in natural language and return a sourced answer.
The same operations as your teams, in the same CRM. This is where your agents stop being tools.
A CRM connected to the entire Arx ecosystem
Arx CRM never works alone. Connected to Arx Database, it feeds your agents the most complete data on funds, corporates and advisers. Connected to Arx Network, it opens access to the dealmaker community to find the best counterparties. Three complementary modules on a single platform — agentic speed coupled with the power of the Arx Workspace, for origination and execution at scale.
They are Talking About Us
Find out why they trust Arx
“Our company was very interested in the constant evolution of the platform and the development of its features. Arx Network helped us to digitise part of our M&A activity while respecting the basis of our profession. The accuracy of the information and the fact that the data is up-to-date, helps us optimise our marketing process.”
Stéphane Vanbergue
Founding Partner
Eight Advisory
“The solutions offered by ARX have contributed to structure and develop our business. They are user-friendly, it is simple to onboard users, and Arx’s team is very attentive to the needs of the market. At Translink CF, in all 30 offices, Arx is one of the preferred solutions.”
Marc Irisson
Founding Partner
Translink CF
“We have been following the Arx team since the beginning. Their solution corresponds perfectly with our daily interactions with Private Equity firms. We particularly appreciate the accuracy of its data and the streamlined search tool.”
Marc Dunoyer
Head M&A Mid-Cap
Société Générale
“Arx Database enhances our efficiency in tracking investment fund portfolios. It helps us quickly identify funds based on their investment criteria and sector expertise. A valuable time-saving for our teams in deal sourcing.”
Jonathan Bohbot
Managing Director
Bryan Garnier & Co
“Arx Platform helps us prepare our meetings with Private Equity Firms effectively. The verified information on portfolio companies, and being able to anticipate their exits is what gives our commercial strategy a competitive advantage.”
Thierry Dartus
Head of Transaction
Grant Thornton
“With Arx Network’s intuitive interface our teams are able to rapidly screen a significant number of PE portfolios. The tool allows us to isolate potential cross-border opportunities that we can share with our various offices worldwide.”
Arnaud Dudognon
Managing Director
Lincoln International