Mergeflo is a purpose-built work automation and insights software for M&A integration that was designed to get integration teams ready to collaborate and track insights within minutes.
The free plan on Mergeflo allows you to build out your playbooks on your own to start planning an integration. We are also including access to the Playbook Management feature for our free plan users, allowing you to store, build out and deploy your playbooks or intellectual property for future integrations.
Of course! Once you log into your Mergeflo account you will see a ❓ icon at the top which will lead you to our self-serve Help desk with plenty of instructional videos to get you started. If a more traditional onboarding is needed, you can schedule a 30-minute customer discovery call with our product team.
Yes! On our Mergeflo Workstream Pro accounts, you can start collaborating with your team. There is no limit on the number of users you can work with in your overall dealspace.
Absolutely not! If you can turn a toggle on and off, you can use our dashboard widgets. The widgets on our dashboard were built with feedback from M&A professionals around the world to answer some of the top questions about integrations. We take pride in the usability of dashboard for users who want to spend time adding value to an integration vs. grueling over a dashboard and it’s intricacies.
You can find all of the details regarding pricing on our pricing page. We charge a fixed amount per workstream with unlimited users. A commitment on a dealspace over a year will have a 25% discount on the price.
