Many clients start with our relationship management system and build upon this. The relationship management system is not only a contacts database, but will allow you to track interactions between individuals and the organisations they work for, be it an investor or a portfolio company. Where individuals are key source of deals, these relationships are automatically monitored.
See key contacts
See who brings you work. See the quality of the relationship.
Contacts are owned by people who know them best. Trace ownership and see if they are being looked after properly.
Define your own categories for contacts. People can be assigned to more that one category.
Contacts can be linked to Deals, Investments, Interactions and Events.
Direct access to maps
In your own words
Use your own terminology and language for field names and drop down lists.
eVenture on any tablet
There is the same functionality on a tablet as on a PC.