Everything you need for engaging, tracking and closing business, built for the fast-paced world of Private Capital
Your Contacts. Engaged.
All of your contacts in a single system, with everything you need to know easily accessible
Your Prospects. Tracked.
Insights on who they are, and what they are doing at every stage of your engagement process
Email & Calendar. Synced.
Auto-sync your email and calender to get a consolidated view of your engagement
Activities. Completed.
Call, Meetings, Tasks, Emails, all tracked with ease
Campaigns. Managed.
Mass email and campaign management features to make bulk outreach a breeze
Your Team. Measured.
What gets measured is now managed, with powerful reporting and dashboards built in
Mobile. Enabled.
Stay plugged in, wherever you are with Tablet and Mobile Apps to keep you connected
A modular solution to Power your firm
Combining the world’s leading CRM Platform (Salesforce) with our private capital know-how. Three modules - one platform, and one source of truth for your firm
