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.
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.
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.
Manage and track team members managing relationships with your contacts. Get a top-level view for managing and tracking interaction and relationships.
Option to send emails to single/multiple contacts. Attach emails from Microsoft Outlook/Gmail to respective contacts. Summary view of all emails associated with the respective contact.
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.