InvestorFlow Announces CRM Improvements with Pipe 14 Release
November 28, 2023
In today’s complex markets, demand for simple but sophisticated CRM among alternative asset managers is higher than ever.
InvestorFlow provides a solution with Pipe — Salesforce-built CRM layered with third-party data, AI, and customization for dealmaking, fundraising, investor relations, and more. Now, the release of Pipe 14 brings new and improved features to alternative asset firms.
These features include InvestorFlow’s newest AI tool (now in Pilot) and improved data visualization in SmartLists with SmartCharts.
InvestorFlow has also updated:
- Pipe Profiles
- FlexLists
- Enhanced Meeting Notes
- Tearsheets
To learn more, email our media team at
[email protected]
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