Please contact us for our Private Equity CRM full list of features; below are some examples.
Centralize all team's contacts into a single web platform, with seamless Outlook synchronization allowing you to keep some selected contacts private
Track information on the companies you deal with and categorize them: Limited Partners, prospective investors, investees, target companies, external advisors (you can change those categories)
Manage data on contacts and corporates you deal with, readily available in tabs:
- Contact / Company details
- Actions (Emails, meetings, and tasks related to every contact/corporate)
- Documents attached to a contact or a company
Export to Excel in one click the full list of contacts/companies, with user-selected data to export
Benefit from the Outlook two-way synchronization:
- Calendar synchronized between Outlook and the software
- Outlook meetings and e-mails automatically attached to a contact, company. and to a deal.
Search across all contacts, meetings, tasks, attached e-mails and documents at the same time