Let the world’s best private equity CRM help you match your capital with the right opportunities.
Private equity firms require more than just deal tracking software. They often need a holistic system that would allow for robust security, client segmentation (LP/GP), and end-to-end management of investments, deal execution, and building relationships with clients.
If tailored to private equity processes, Salesforce delivers this at scale. Rightfully referred to as the world’s best private equity CRM, Salesforce employs automation and AI to not only pull your deals together but also empower you with the ability to model customer behavior and your profits.
The effectiveness of Salesforce for private equity has been proven many times over the course of our 10-year-long partnership with Salesforce and multiple capital markets firms like Colliers and ABP Capital. This invaluable experience coupled with our technical background well positions us to implement, migrate, customize, and develop Salesforce solutions for private equity success.