Contact Management & Investor Relations
- management of personal data relating to business contacts per name, company and industry.
- repository of relational activities carried out in respect of such contacts and supporting documentation.
Edit the master record of each contact, company or industry, with all the related fields
Connect a contact or a company to one or more industries
Add unlimited roles to every contact, and maintain the history of his roles
Define any action type (meetings, calls, gifts, etc) related to your contacts and log all the actions (what we did with him) and the actors (who did the actions), with notes and dates.
Attach documents to any contact and to any company page
Edit all contacts, actions and documents about investors and prospect-investors, on a page more suitable for reporting to the partners.
Full text search: Find contacts, companies and industries just typing a keyword on the search field
Import contacts from external sources.
