Carta CRM for Outlook

Carta CRM is a next generation deal and relationship management platform for private equity investors. Our software allows investors to originate, track and close more deals, while prioritising the most important adviser relationships.

The Carta CRM add-in for Outlook brings your CRM into your inbox:

- Save contacts from emails and calendar events to Carta CRM without using the web interface. Select a contact, add any additional information and choose "Save to Carta CRM".

- See every person on an email thread as a suggested contact and save them in one place.

- Attach an email to a deal, company or fundraising opportunity as a note, so the whole team sees the conversation.

A valid Carta CRM subscription is required to use the add-in. Contact your Carta account representative or visit https://support.carta.com/ to create or upgrade your subscription.