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Wireless CRM for Private Equity


Empower CRM Software

Private Equity CRM Software - Empower CRM for Private Equity

iEnterprises brings you more than a decade of Private Equity CRM expertise. Our team has worked with firms such as Saffra, Alpha Investments and more. iEnterprises understands the specific needs of the private equity deal management process and the workflow required to handle all the interactions between your partners and portfolio companies.
We help private equity firms gain a clear and complete picture of all communications surrounding their investments. This includes due diligence, tracking deal activity and flow, and efficiently storing and sharing meeting correspondence. Whether you are in the management or exit phase of an investment. Quick and easy access to information is vital.
We understand that you can’t afford to waste time, and that exceptional ease of use is critical to ensuring you get the most from your technology investment. We also know that everyone from partners, to analysts, to attorneys and office staff are mobile and need access to mission critical information anytime, anywhere on their handheld devices.

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Maximise your relationships and share activities

  • Capture, organise and share client/contact information within the firm.
  • Get a complete view of all interactions with a client or contact.
  • Communicate with clients and contacts on an ongoing basis based on a follow-up regime you set.
  • Gain complete client level security.
Email / Calendar / Task Integration

  • Automatically associate all email correspondence to your clients and contacts.
  • Associate meetings on your calendar with clients and contacts.
  • Associate tasks on your calendar with clients and contacts.
  • Information is automatically stored in both your email / calendar and the CRM.
  • Works with both Microsoft Outlook and IBM Lotus Notes.
Make all CRM information available on your mobile device

  • Access and update your CRM data anytime, anywhere via your Blackberry, Windows Mobile PDA or iPhone.
  • Works both in and out of mobile coverage.
  • Quickly record and resolve client issues from your mobile device.
Effectively manage documents

  • Use MS Word templates to quickly and efficently author documents.
  • Easily track and store electronic documents associated with specific clients and matters.
  • Have an immediate view of all documents created for a client or matter.
Highly configurable and easy to use

  • Create custom fields anywhere via 'drag and drop'.
  • Use the inbuilt Automation to create custom business logic.
  • User-friendly features and interface.
  • Minimal learning curve, high user adoption.
  • Quick to deploy.
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