Equitrak offers comprehensive and fully integrated contact management functionality, acting as an organization’s single, integrated contact and deal management tool.
Allows maintenance of data on all institutions and individuals where there has been interaction, including:
- Current and prospective investors and investments
- Underlying portfolio companies of fund investments
- All regular contacts
Provides powerful functionality that tracks and manages all interactions between the organization and all contacts, going far beyond simple call tracking.
Includes robust workflow and process-management reporting.
Empowers an organization with powerful technology to enhance customer service, capital raising, merger & acquisition activity, investment deal flow activity and investment processing, in addition to other lead-generating capabilities.
Features a comprehensive database that can be fully integrated with any of the organization’s other office systems, including email networks and PDA devices.