SatuitCRM easily manages group conference calls and meetings, allowing you to create a group activity and invite contacts from multiple companies. Send meeting confirmations and follow-up emails to all participants with just a single click. SatuitCRM allows you to track complex relationships with investors and their advisors.
Investor activities are tracked in one location rather than scattered around under different tabs making it easy to see and summarize your interactions with investors and prospective investors. Send "templated" messages and bulk mailings to an individual or a group of contacts. You can edit a template on the fly, personalize signatures, and watermark an attachment. Email templates can include any field from your CRM contact, account, business, and opportunities forms. Email templates are built on Outlook or Gmail and are included with our software.
Satuit integrates your contacts and activities with Outlook and Gmail allowing you to add inbound and outbound emails with a single click. In addition to our robust CRM offering, we provide an optional fully integrated investor portal and investor report management. With these, you can create, organize, customize, collate, and distribute monthly, quarterly, and annual investor reporting packages using the familiar interface of SatuitCRM.
This whitepaper provides some very useful tips for successful marketing campaigns based on our work with several e-marketing vendors. Our proprietary workflow automation features allow you to focus on strengthening relationships with your investors while making more informed investment decisions. We use cookies to understand how you use our site and to improve your experience.
To learn more, click here. By continuing to use our site, you accept our Privacy Policy. Hedge Fund. To find out more about using data to win customers and influence your existing client base, explore our guide to the best marketing CRM software. As a hedge fund manager, your investors are the heart and soul of what you do — and your CRM system should reflect that. You can also share and track notes, research, calls, documents, and meetings, and sync data across your email, calendar, contacts , and more.
Better still, Backstop Solutions' intelligent hedge fund CRM solution enables you to develop a more holistic, nuanced understanding of your investor and client base. Time to start comparing quotes? Simply hit one of the buttons below to begin our quick questionnaire. It takes just 30 seconds to complete, and by telling us more about your firm's specific requirements, we can help ensure that you receive the best, most personalised rates on hedge fund CRM software in the UK.
Clienteer also promises flexibility in terms of pricing, offering multiple subscription options to suit hedge funds of different sizes and ambitions. At this stage, you should have an idea of the fund amental differences between each of our top 5 CRM systems for hedge funds. Do you want to prioritise investor relations above all? Pick Backstop Solutions.
Backstop combines data, document management, and reporting tools to streamline research processes and make the most of every minute. Powerful performance analytics efficiently evaluate and monitor managers using both qualitative and quantitative data. Funds of funds can easily analyze manager and portfolio performance, manager and strategy attribution, portfolio exposures, and more.
Funds of Funds operations teams need to support both front- and back-office data needs. Whether it's getting your fund admin data or your due diligence communications into Backstop, we have solutions that support automated, straight-through processing, freeing you to focus on higher-value activities.
Backstop Integrator empowers fund of funds to track and access information across multiple applications from within the Backstop platform.
With complete data always at hand, collaboration is simplified and insights are readily available , leading to informed decisions that drive positive outcomes. Backstop Admin Connect delivers accurate, timely data into the Backstop platform that — combined with our powerful Report Builder — delivers actionable insights.
For Funds of Hedge Funds looking to source new hedge funds, Backstop's acquisition of BarclayHedge puts the industry's highest-quality source of alternative data at your fingertips. Backstop BarclayHedge also offers comprehensive data on Funds of Funds for more effective peer group analysis and competitive benchmarking.
Backstop Accounting establishes a single source of truth for all accounting and portfolio data, streamlining accounting processes and mitigating operational, fiduciary, and investment risks.
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