Advanced relationship module
Make sure everyone in your organization has a single view of your important business contacts and relationships, including partners, investors, institutions, and legal and professional advisory. Find and engage with the right people for every deal, project, and fundraising opportunity.
- Contact management: Easily manage your network of strategic relationships so you can make sure you get the right people working together
- Profiling and visualization: Clearly understand the relationships between stakeholders, including company and subsidiary hierarchies, and owner/investor hierarchies
- Scoring and metrics: Connect with the right people, armed with an understanding of the relationship history, strength, and why they’re important to your firm