V3

for Investment

Powerful Investment and Investor Administration Software

CRM

V3 CRM gives you one-click access to key contacts, customer communications, document histories, in-bound images and transaction information in a single interactive repository allowing for effortless cross-team collaboration.

Consolidate and automate your contact related activity and business processes with deal flow management, investment monitoring, fund raising, and investor relations.

New opportunities can be created in V3 CRM under an entity to manage the specific business process. Whether it is the business process lifecycle of making a new investment or a remittance for a capital call, Workflow can be linked to an opportunity to deliver a built-in case management system with powerful process management and business orchestration capabilities, breaking your complex business into a series of easily completed steps and ensuring management visibility.

CRM Capabilities

  • Scheduling
  • Follow-ups and Reminders
  • Email Integration
  • Workflows and Approvals
  • Process Management and Reporting
  • eForm Processing
  • Electronic Imaging

 

V3 CRM can help any organization optimize the way new business is handled and connect individuals internally and externally to build stronger relationships and provide superior customer service.

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