Specialized business processes. A-I connects contacts that are related but not in your system. Easily match your buy-side or sell-side counter-parties as well as funding sources. One and two-click reporting create times savings and make reporting to LPs and clients efficient and secure.
Keep track of contacts including companies, people, and vendors in one easily accessible place. Easily and quickly communicate with them directly from the system including email marketing. Retrieve your documentation, credentialing, online completed documents allowing you to print and retrieve, then placed into your permanent files. CRM is an approach to managing a company’s data with all data on a person, company, contact, and communications information, seamlessly. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as CRM’s typically do.