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CRM Investor Relations Software Review 4 Apps

This document reviews and compares features of 4 different investor relations CRM platforms. It provides a checklist of over 50 different features and whether each platform has them. It also includes pricing information for each platform ranging from $50/month to $3,000/month depending on the number of users and features included.

Uploaded by

MMJ Advisors
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
50 views5 pages

CRM Investor Relations Software Review 4 Apps

This document reviews and compares features of 4 different investor relations CRM platforms. It provides a checklist of over 50 different features and whether each platform has them. It also includes pricing information for each platform ranging from $50/month to $3,000/month depending on the number of users and features included.

Uploaded by

MMJ Advisors
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Investor Relations CRM Platform Review

C o n tact M an age me n t Datab ase


YES YES YES YES

Investor Relations CRM YES X YES YES


Multiple YES X YES YES
Databases
Targeting Tools YES X YES YES
Prospecting YES YES YES YES
Tools
Investor YES X YES YES
Tracking
Event YES X YES YES
management

Pipeline & Deal YES YES YES YES


Management
Pipeline YES YES YES YES
Analysis
Activities YES X YES YES
Tracking
Relationship YES YES YES YES
Management
Relationship YES X YES YES
Tracking
Deal Syndicate YES X YES YES
Management
Investor YES YES YES YES
Targeting
Prioritization YES X YES YES

Lead YES X YES YES


Management
Lead Nurturing YES YES YES YES
Scoring / YES YES YES YES
Tagging

Task YES YES YES YES


Event YES YES YES YES

Meeting Management YES YES YES YES

Automation Workflow YES YES YES YES

Predicition and Artifical Intelligence


YES YES YES YES
Secure YES YES YES YES
Document&
Business Intelligence YES YES YES YES

Team Management YES YES YES YES


Analytics YES YES YES YES
Activity
Real-Time YES YES X YES
Insight
Customizable YES YES Email Only YES
Reports
Customizable YES YES YES YES
Templates
Web Site YES YES YES YES
Campaign YES YES YES YES
Management
Business Card Scanning YES YES YES YES

Calendar Management YES YES YES YES


Dynanmic YES YES YES YES
Dashboard

Marketing YES X YES YES


Management
Client YES YES YES YES
Management
Prospecting YES YES YES YES
Tools
financial YES YES YES
account
For Investment YES YES YES X
Firms
For Financial YES YES YES YES
Institutions
Campaign YES X YES YES
Management
Email Marketing YES YES YES YES
Social Media YES YES YES YES
Management
Twitter YES YES YES YES
Facebook
Mobile CRM YES YES YES YES

Press Release Management YES X X X

Privacy and compliance YES YES YES YES


App 800 1,000 150 2000
Integration
MS 365 YES YES YES YES

Outlook YES YES YES YES

Teams YES YES YES YES

Mailchimp YES YES YES YES

Advanced Features YES YES YES YES

Installation Support Fair YES YES Excellent

Customer Service Rating Fair YES YES Excellent

$50 Month $800 - $3,000 $100 / Month $50 / Month


Pricing
One User Month / User One User One User

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