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CRM

CRM

CRM

Managing contacts and organization records as well as relationships with deals, portfolios, investors, and external associates is a key function of our CRM solution. The solution integrates with fund management and the investor portal along with document, calendar, and email management to provide a mature and robust solution for the alternative investment industry.

CRM

Manage Contacts

Store all your business contacts, including investor contacts, in the system and not only capture basic contact information but also track expertise areas, such as sectors, subsectors, and domains.

Manage Organisations

Track all contacts associated with the organisation through the database of organizations correlated to your contacts. Google Maps integration helps locate the address with a single click.

View Contact Associations

The powerful tool provides a top view of contacts and organizations and their associations to various deals, portfolio companies, and investors.

Relationship Management

Manage and track team members managing relationships with your contacts. Get a top-level view for managing and tracking interaction and relationships.

Emails

Attach emails from Microsoft Outlook/Gmail to respective contacts, deals, portfolios, or investors.

Tasks and Events

Create, assign, and manage tasks and events.

Analytics & Reports

Perform real-time data analysis of and generate comprehensive reports with a variety of built-in analytics.

Our Solutions

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Productivity Multipliers