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Relationship Intelligence, Reimagined
#CRM #CRM Platforms #Investment Management 1 social mentions
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Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.Pricing:
- Freemium
- $29.0 / Monthly
#CRM #CRM Platforms #Small Business CRM 5 social mentions
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The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
#CRM #CRM Platforms #Business & Commerce
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Automatically track your relationships & deals with actionable intelligence to help you move them forward.
#CRM #CRM Platforms #Investment Management
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Zapflow is a cloud-based tool for professional investors to manage their deal flows.Pricing:
- €199.0 / Monthly
#CRM #CRM Platforms #DealFlow
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Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.Pricing:
- Free Trial
#CRM #CRM Platforms #Investment Management
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Theory A reveals the hidden structure of value investing through novel intuitive visualizations.Pricing:
- Freemium
- Free Trial
- $25.0 / Monthly
#Personal Finance #Investing #Investment Management
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Sevanta Dealflow offers custom hosted workspaces for venture capital and private equity firms.
#CRM #CRM Platforms #Investment Management
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NOTE: Outset has been discontinued.Outset is a real-time, standardized, automated portfolio management tool for investors in SaaS startups.
#Investment Management #Investing #Investment