Outlook to your deal CRM
Capture correspondence against the right mandate, with uncertain matches sent for review.
Services 02
Most small firms already run on Outlook, Excel, OneDrive and perhaps a CRM. The problem is rarely the tools themselves; it is that nothing talks to anything, so the same information gets retyped four times. We connect what you already use, so information is entered once and appears everywhere it is needed.
Why it matters
The tools are fine. The gaps between them are the problem.
A small firm's stack is usually sensible: Outlook for the relationships, Excel for the analysis, OneDrive or SharePoint for the documents, perhaps a CRM on top. The cost sits in the gaps between them: the same contact retyped in four places, the tracker that is always one version behind, the attachment that never made it to the right folder.
Integration is high-return work. When the tools share information automatically, the team stops doing data entry, the firm gets one version of the truth, and nobody has to change how they work day to day.
How we approach it
How we deliver this service.
01
Keep what works
We connect the tools you already trust rather than introducing a new platform for its own sake. The connections work in the background without changing how anyone works.
02
Enter once, appear everywhere
Information should be captured at the moment it arrives, in the place it arrives, and flow to every system that needs it from there.
03
Retire duplicates gradually
As the connections take over, duplicate spreadsheets and manual steps are switched off one at a time, with no single large migration or weekend cutover.
What this covers
What this looks like in practice.
01
Microsoft 365, Outlook and OneDrive integration
Mail, files and calendars connected to your deal workflows, using the tools you already run on.
02
CRM connection and data cleanup
Existing CRM data deduplicated and structured, then kept in sync from that point on.
03
Email to pipeline capture
Key correspondence lands against the right deal without anyone forwarding or filing it by hand.
04
Document generation from firm templates
House-style documents produced from live data instead of copy and paste.
05
Calendar, task and deal stage sync
When a deal moves, the diary, the task list and the trackers move with it.
06
Retiring duplicate spreadsheets
The parallel spreadsheets that grew around the gaps get retired as the connections replace them.
Project examples
Projects we can scope around your tools.
Files connected to the mandate
Link SharePoint or OneDrive materials to the deal record without duplicating every file.
CRM cleanup and synchronisation
Reconcile contacts and companies, then keep the agreed records in sync.
Tasks and calendars in step
Connect deal stages to the team's existing task and calendar tools.
Scope
What this covers, where it runs and how it is maintained.
Which systems does Verdalyze integrate?
The tools a small firm already runs on: Outlook for relationships, Excel for analysis, OneDrive or SharePoint for documents, and a CRM where one exists. Microsoft 365 is the most common starting point, because Outlook, OneDrive, SharePoint and Excel all have solid interfaces to build against, and most of the integration work lives inside that ecosystem. Typical connections include mail, files and calendars linked to deal workflows; email captured against the right deal without forwarding or filing by hand; house-style documents generated from live data; and diary, task list and trackers moving together when a deal changes stage. A CRM is connected where it earns its place; where it is not earning its cost, we say so.
How is an integration rolled out without disrupting the team?
Information is captured once, at the moment and in the place it arrives, and flows from there to every system that needs it. The connections work in the background, so nobody changes how they work day to day: emails still arrive in Outlook and files still land in the right folder. Duplicate spreadsheets and manual steps are switched off one at a time as the connections take over, with no single large migration and no weekend cutover. Where existing CRM data is duplicated or inconsistent, it is deduplicated and structured first, then kept in sync from that point on.
Does connecting our systems mean sharing our data with Verdalyze?
An integration may require us or a selected provider to process data to deliver the service. We agree what is needed, restrict access to that purpose and handle it securely and privately. Deployment within your own environment is available where appropriate. Hosting and processing arrangements are discussed before work starts.
Common questions
Questions about this service.
We run on Microsoft 365. Is that enough to work with?
Yes, and it is the most common starting point. Outlook, OneDrive, SharePoint and Excel all have solid interfaces to build against, and most of our integration work lives inside that ecosystem.
What about our CRM?
We connect it where it earns its place. If the CRM is doing its job, we integrate it properly. If it is not earning its cost, we will say so and help you decide whether to fix it, replace it or fold what matters into the deal system.
Does integrating our systems mean giving you our data?
We handle client data securely and privately, with access limited to what the engagement requires. Hosting and processing arrangements are agreed with each firm; deployment within your own environment is available where appropriate.
Further reading
Essays on the thinking behind this service.
Related services
Work that usually goes with this.
Working with sensitive information
Built around the way your firm already works.
Your VDR remains the source of truth for shared deal documents. We agree what each system needs to access, where information is processed and how the build fits your firm's existing setup.
Agreed for each engagement.
Your document environment stays yours
We build around the VDR and tools your firm already uses, keeping them as the source of truth for shared deal documents.
Only the context the work needs
Before a build, we agree what information the system uses, who can access it and how it moves between your existing tools.
A deployment agreed together
Hosting and data handling are shaped around the engagement and your firm's requirements, including your own environment where appropriate.
What is slowing your team down?
Tell us how your firm runs deals. We will help you identify the first useful system to build.
Contact us
