Buyer tracker
Buyer Tracker Automation
Arvya keeps buyer trackers current from buyer emails, calls, meetings, and CRM, with cited updates staged for review, and produces cited buyer lists and client-ready weekly updates from the same memory.
Book a Working SessionBuyer tracker automation keeps the live process record current without anyone re-reading every email and call note. Arvya tracks buyer activity across Outlook, Teams, meetings, and the CRM, then stages tracker updates (status, feedback, last touch, next step) with source evidence attached for review. Because the tracker, the buyer list, and the weekly update all draw from the same verified deal memory, they stop disagreeing with each other: in one live deployment, that memory produced a 54-buyer cited buyer list with 10 shortlisted, and 15 client-ready weekly exports in a single week.
// who this is for
Sell-side teams running broad buyer outreach and management presentation processes.
Associates and analysts who rebuild buyer status by hand before every weekly update.
Bankers who need the tracker to match reality before a client call, with evidence, not recollection.
The problem
- Buyer trackers drift because email, calendar, and CRM move faster than the spreadsheet, and each system holds a different fragment of the truth.
- Weekly updates become manual status-reconstruction exercises across systems that were sold separately and never reconciled.
- One missed buyer response can create client embarrassment or process delay.
What Arvya does
- Tracks buyer movement across Outlook, Teams, meetings, CRM, and tracker files: one verified record instead of five partial ones.
- Stages updates to status, feedback, last touch, next step, and owner, each with the evidence attached so review takes seconds.
- Builds cited buyer lists and drafts client-ready weekly updates from the same deal memory, for banker approval before anything goes out.
// how it works
Read the existing tracker structure rather than creating a parallel source of truth. The firm keeps its tools.
Compare tracker rows to live buyer evidence from Microsoft 365 and the CRM.
Present a review queue of proposed changes with citations; approved changes update the record, and the weekly export draws from it.
// works with
Frequently asked questions
Does Arvya replace the buyer tracker?
No. Arvya keeps the firm's existing tracker accurate. It reads the tracker as the process artifact, compares it against live evidence from email, calls, and the CRM, and stages updates for review. The difference is what sits underneath: one verified deal memory feeding the tracker, the buyer list, and the weekly update, so they finally agree.
What buyer tracker fields can Arvya update?
Common fields include buyer status, feedback, last contact, next step, meeting date, owner, NDA status, and diligence status, depending on the firm's format. Every proposed change carries its source (the email or call it came from) and waits for review. The same memory also produces cited buyer lists for new processes; one live deployment generated a 54-buyer cited list with 10 shortlisted.
// related
AI for Investment Banking →
Arvya rebuilds deal management AI native for M&A teams: one verified deal memory across Outlook, Teams, DealCloud, Salesforce, trackers, and data rooms, with human approved CRM writeback and read-back receipts.
Outlook AI for Bankers →
Arvya runs where bankers work: deal tagging in Outlook, sourced pre-call briefs, call capture, and evidence backed CRM updates, all in-tenant and approval-first, with receipts on every write.
Deal Brain →
The Deal Brain is Arvya's verified memory for each live deal (every fact cited to its source) and the foundation of the Company Brain, the firm-wide cross-deal memory in development.
CRM Trust Workflow for Deal Teams →
Arvya makes DealCloud, Salesforce, and the CRM your firm already owns trustworthy again: bulk enrichment from SEC filings and firm websites, evidence backed updates a human approves, and a read-back receipt on every write.
One live mandate