InvestorFlow

Highlights

• Our CRM and Digital Engagement Platform delivers the relationship intelligence, opportunity origination and deal collaboration capabilities that turn your relationships into capital, investments, and partnerships.
• InvestorFlow selected Salesforce, the world’s No. 1 enterprise-class CRM and the world’s No. 1 AI CRM, because it offers our firms the security, scalability, and availability they need to turn relationships into capital, investments, and partnerships.
• The Pipe+ Outlook Add-In allows users to quickly create, update and multi-relational tag interactions, contacts, companies, opportunities, and more in Salesforce directly from Outlook, saving time and increasing efficiency.
• InvestorFlow Pipe+ Smartlists aggregate your pipeline opportunities into an easy to read, edit, and search format with Excel-like functionality. Smartlists allow you to edit individual opportunities or multiple opportunities in-line all at once.
• Our team has dozens of years of experience in the alternatives industry, with a thorough understanding of our clients’ business and the problems they are looking to solve.
• Powered by Salesforce’s Agentforce solution, InvestorFlow’s out-of-the-box AI capabilities allow you to quickly harness the underlying data in your CRM to find actionable insights and help improve day-to-day efficiency.
• Our dedicated Services and Support teams have a wealth of practical product knowledge as well as a strong understanding of the industry, ensuring you have a trusted partner as you work to drive value on our platform.