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CRM

CRM

FundCount’s pre-built applications with leading customer relationship management (CRM) platforms provide an aggregate view of each customer to streamline your operations and facilitate business growth. Integrations with other vendors can be added upon request.

  • View the financial impact of events from a deal flow’s lifecycle
  • Automatically synchronize investor capital calls and distribution requests from the CRM platform with accounting transactions in FundCount
  • Benefit from coordinated information flow between the asset master account and the CRM system
  • Save time with automatic flow of investors’ information into FundCount and fund managers’ returns and valuations into the CRM system

Salesforce

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Microsoft Dynamics

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