The average investment management firm’s technology stack has grown through a process of accretion rather than design. A CRM was implemented when the team outgrew
Every investment management CRM vendor describes their pipeline management capabilities. The descriptions almost always sound similar: customizable stages, activity tracking, probability-weighted forecasting, overdue alerts. The
Third-party marketers and placement agents operate in one of the most complex CRM environments in the investment management industry. They are simultaneously managing capital raising
Copper CRM has earned a specific and well-deserved reputation as the best CRM for teams that live in Google Workspace. Its defining feature is genuine:
Pipedrive is a cloud-based CRM built for sales teams. Originally created by salespeople who wanted a tool that matched the way they worked, it has
Infor CRM, formerly known as SalesLogix and now marketed as Infor CRM SLX, is an enterprise-level customer relationship and experience management tool that has served
There is a pattern that shows up consistently across investment management firms that have built genuinely strong investor relations programs. The teams that handle LP
Board reporting and investor committee materials represent some of the most consequential documents that investment management firms produce. These are the materials that inform the
A CRM dashboard that shows the same information to every user regardless of their role is a dashboard that serves no one particularly well. The
Zoho CRM serves more than 150 million users across Zoho Corporation’s software portfolio worldwide. It is a mature, capable, and genuinely affordable platform that competes