Connected to everything
your firm runs on

Axle plugs into your systems so data and workflows flow in both directions and every interaction lands where it belongs.

Calendars and Meetings
01

Every invite and meeting link, handled for you

Axle sends calendar invites and creates meeting links automatically, then keeps them current when anything changes. Across thousands of meetings a year, no one on your team copies a link or chases an invite.

  • Outlook invites sent for every meeting
  • Zoom and Teams links created and attached
  • Changes reach every attendee automatically
Calendar invite
Sent automatically
Helios Capital with Altheon Therapeutics CEO
Tue, May 24
10:15 to 11:15 AM
1×1
Join Zoom meeting
Link added
Portfolio Manager
Helios Capital
Accepted
Chief Executive Officer
Altheon Therapeutics
Accepted
Sales
Your firm
Updated
Moved to 10:15 AM. All three attendees updated.
YOUR CRM
CRM records
IN
Contacts
Accounts
Helios Capital
Attributes
Tier 1
Long only
Logged activity
OUT
1×1 · Helios Capital
Meeting
Logged
Attendance
Checked in
Logged
Consumption
Interactions by account
Logged
Axle
CRM
02

Your CRM and Axle, always in sync

Your CRM stays the system of record. Contacts, lists, and attributes flow into Axle and drive targeting, permissions, and bookings. Every meeting and event flows back as consumption data, so the two always match.

  • Contacts, lists, and attributes applied in Axle
  • Consumption logged back to your CRM
  • Salesforce, Datazoic, and more
Email
03

Outreach from your firm, with targeting and tracking built in

Send from your domain, under your brand, from the right people. Because it runs in Axle, targeting draws on activity across events, meetings, and history, and every open and click is tracked in one place.

  • Target with event, meeting, and historical data
  • Send from your domain and the right sender
  • Track opens and clicks in one place
  • Share templates across your firm
New outreach
Sent from your domain
From
Corporate Access
access@yourfirm.com
To
Altheon Therapeutics roadshow targets · 42
Tier 1 holders who attended prior Altheon Therapeutics events
Template
Roadshow invitation
Shared across firm
Delivered
42
Opened
29
Clicked
14
Forward calendar
Updated from Axle · just now
Nov
9
Management roadshow
Boston · New York · Chicago
Published
Nov
12
Analyst marketing
Healthcare
Published
Nov
14
Field trip
Industrials
Published
Nov
18
Deal roadshow
Not yet public
Internal only
Jan
13
Global Healthcare Conference
Boston
Just added
Forward Calendar
04

Your forward calendar, always up to date

Events and access flow from Axle to your forward-looking calendar on your terms.

  • Updates as events are confirmed
  • You control what is shared and when
  • No manual upkeep

The market moves fast.
Move faster with Axle.