Analyzes sales calls and meetings, providing insights into customer interactions, integrates with major CRM systems, and improves team performance through actionable feedback and coaching.
CRM systems specifically designed for venture capital that track relationships with entrepreneurs, other investors, and industry experts to maximize deal flow through relationship networks.
More Network Relationship Management Tools
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Comprehensive Profile Management Ability to create and maintain detailed records for different types of contacts including entrepreneurs, investors, and advisors. |
Not as far as we are aware.* Chorus.ai focuses on analyzing sales calls and meetings, not comprehensive profile management for contacts like entrepreneurs, investors, and advisors directly. | |
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Relationship Mapping Visualization and management of connections between people and organizations for strategic networking. |
Not as far as we are aware.* While Chorus.ai can help surface connections via conversation analytics, visualization and mapping of relationships is not a stated core feature. | |
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Interaction Tracking Logging of meetings, emails, calls, and other touchpoints for audit trails and follow up. |
Chorus.ai logs all meetings and calls by design, supporting detailed interaction tracking. | |
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Custom Contact Tagging Flexible labelling and segmentation of contacts for smarter filtering and discovery. |
No information available | |
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Contact Import and Deduplication Bulk uploading and merging of contacts from various sources with duplicate prevention. |
No information available | |
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Historical Relationship Timeline Visualization of the evolution of interactions and events per contact over time. |
Users are able to review past calls associated with a contact; thus, a timeline of interaction history can be indirectly constructed. | |
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Org Chart Visualization Display of company hierarchies and key stakeholders for targeted outreach. |
No information available | |
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Contact Scoring Ranking system that evaluates relationship strength and relevance. |
No information available | |
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Reminder and Follow-Up Scheduling Tools to set alerts for relationship nurturing and timely communication. |
No information available | |
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Bulk Communication Tools Support for mass updates, emails, or notifications to contact lists. |
No information available |
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Deal Pipeline Visualization Kanban or funnel-style workflows to track deals by stage and status. |
No information available | |
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Customizable Deal Stages User-defined stages and workflows tailored to the VC’s process. |
No information available | |
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Automated Deal Sourcing Integrations with platforms, APIs, or data feeds to auto-populate new deal opportunities. |
No information available | |
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Deal Scoring and Prioritization Rule-based or AI-driven scoring systems to surface high-priority opportunities. |
Chorus.ai provides insights and prioritization on calls and opportunities, surfacing high-priority signals within conversations. | |
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Collaboration Tools Support for notes, comments, and shared decision logs among investment team members. |
Team members can share calls, annotate, and comment improving collaboration. | |
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Deal History and Audit Trail Record of all activities and status changes for compliance and transparency. |
Chorus.ai keeps an audit trail of interactions and reviews, supporting compliance and transparency. | |
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Pipeline Performance Analytics Reports and dashboard to analyze the volume, conversion, and velocity of deals. |
No information available | |
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Document Management Storage and organization of term sheets, pitch decks, and due diligence materials. |
Not as far as we are aware.* Document management is not part of Chorus.ai's core functionality, which focuses on audio and call metadata. | |
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Duplicate Deal Detection Automatic identification and management of repeated deal submissions. |
No information available | |
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Deal Source Attribution Tracking and reporting of where/in whom each opportunity originated. |
No information available |
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Automatic Data Enrichment Integration with external data sources to automatically populate company or contact details. |
Chorus.ai integrates with CRM and calendar, automatically enriching calls with participant and engagement info. | |
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News and Signal Monitoring Automated tracking of news, funding rounds, executive moves, and market signals connected to the network. |
No information available | |
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Social Media Integration Monitoring of LinkedIn, Twitter, and other social feeds for relationship and opportunity insights. |
No information available | |
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Custom Data Fields Ability to add and manage bespoke metadata according to firm-specific needs. |
Not as far as we are aware.* Chorus.ai does not mention support for custom data fields extensively; focus is on recording/transcribing calls. | |
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Funding History Integration Auto-pull of startup funding rounds and cap table changes. |
No information available | |
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Company and Contact Scoring Updates Dynamic recalculation of network value as new data arrives. |
No information available | |
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Event and Conference Sync Linkages to events attended by network members, for context and targeting. |
No information available | |
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API Access for Enrichment Connectivity for custom data connections and extensions. |
No information available | |
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Firmographic and Demographic Data Append Augmentation of contact profiles with industry, geography, or market segment identifiers. |
No information available | |
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One-Click Profile Refresh Automatic refresh or update of stale records using enrichment services. |
No information available |
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Email Integration Syncing of emails directly into profiles and records for one-stop relationship management. |
Chorus integrates with common email providers and syncs data relevant to calls, improving one-stop management. | |
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Calendar Integration Synchronization with Outlook, Google Calendar, etc. for unified scheduling. |
Chorus integrates with user calendars (Outlook, Google) to schedule and link meetings and calls. | |
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Third-Party Data Source Integration Access to Crunchbase, PitchBook, LinkedIn, and other VC-relevant data providers. |
It integrates directly with Salesforce and other CRMs, providing data from those platforms into Chorus. | |
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API Access Open APIs for building custom extensions or connecting to internal systems. |
Chorus provides APIs for integration and data extraction. | |
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Export/Import Capabilities Easy export and import of records into standard data formats (CSV, Excel, JSON). |
No information available | |
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Collaboration Tools Integration Connects with Slack, Microsoft Teams, or similar platforms for notifications and workflows. |
No information available | |
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Single Sign-On (SSO) Central authentication (Okta, Google, etc.) for secure access and user provisioning. |
No information available | |
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Document Storage Integration Direct linking with Dropbox, Box, Google Drive for managing deal documents. |
No information available | |
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Mobile App/API Availability of a dedicated mobile app or responsive API for work on-the-go. |
Chorus offers a mobile app for on-the-go access to call recordings and insights. | |
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Task and Project Management Integration Linking to tracking systems like Asana, Trello, or Jira. |
No information available |
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Customizable Reports User-defined reporting templates and dashboards. |
No information available | |
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Pipeline Metrics Measurement of deal flow velocity, aging, conversion rates, and other KPIs. |
No information available | |
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Network Heatmaps Visual representation of relationship density, sector coverage, or connectivity quality. |
No information available | |
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Funnel Drop-Off Reporting Analysis of where deals or contacts are lost in the process. |
No information available | |
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Time-to-Close Metrics Calculation of average time taken for deals from introduction to investment decision. |
No information available | |
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Team Performance Analytics Tracking of individual and team activities, response times, and network expansion. |
Team performance dashboards are supported, tracking talk-time, engagement, and calls. | |
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Custom Charting and Visualizations Build and export bespoke visual analyses for presentations or internal reviews. |
No information available | |
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Relationship Strength Metrics Quantitative evaluations of connection quality and maintenance frequency. |
Chorus provides quantitative metrics (talk-time, call frequency, engagement) rated at the relationship or opportunity level. | |
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Exportable Data Download of analytics and reports to Excel, PDF, or other formats. |
Data/insights and analytics can be exported via API or files. | |
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Benchmarking Against Peers Comparison of portfolio, deal flow, or network activity to sector averages (where data is available). |
No information available |
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Intuitive UI/UX Modern, responsive, and easily navigable interface suitable for varied user skill levels. |
Product recognized for its intuitive UI and widespread adoption in sales organizations. | |
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Customizable Dashboards Personalized home screens and widgets for individual user roles. |
Home 'Insights' dashboards and customizable widgets are advertised product features. | |
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Role-Based Access Controls Granular permissioning to restrict or enable features per user/team. |
Role-based permissions supported across enterprise deployments. | |
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Onboarding Tools and Tutorials Guided walkthroughs, FAQs, and in-app help for fast ramp-up. |
Product offers onboarding walkthroughs and tutorials for new users. | |
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Mobile Accessibility Responsive design or app for smartphones and tablets. |
Mobile accessibility is provided via the dedicated mobile app. | |
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Quick Search and Filter Powerful searching, sorting, and filtering of large datasets. |
Advanced search and filter tools available for calls, topics, speakers, and outcomes. | |
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Bulk Edit and Update Change attributes for many contacts, deals, or records simultaneously. |
Bulk tagging and commenting options for calls and insights. | |
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Localization and Multi-Language Support Availability of platform in multiple languages and date/currency formats. |
No information available | |
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Accessibility Compliance Adherence to ADA/WCAG accessibility standards. |
No information available | |
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Contextual Help/Tooltips Instant, field-level explanations and guides throughout the application. |
Glyphs and tooltips are prominently featured in the UI for in-context help. |
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End-to-End Encryption Encryption of data both in transit and at rest. |
Chorus.ai data is encrypted at rest and in transit following enterprise security practices. | |
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SOC 2/ISO 27001 Certification Adherence to industry-standard information security certifications. |
The company states it follows SOC 2 compliance (official certification should be verified for up-to-date status). | |
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GDPR and CCPA Compliance Platform compliant with major data privacy legislations. |
Chorus.ai complies with GDPR and CCPA; see their Trust & Security documentation. | |
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Audit Logging Recording of all critical user actions for review and security. |
All actions, call activities, and accesses are logged for compliance and review. | |
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Multi-Factor Authentication Enhanced authentication methods beyond basic passwords. |
Supports 2FA/MFA for user authentication. | |
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Granular Permission Management Fine-tuned abilities for admin to set user/view/edit/delete/access rights. |
Permissions can be set at the user/role level for granular control. | |
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Data Residency Options Choice of data storage in specific geographic locations to comply with policies. |
No information available | |
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Secure API Tokens API keys and tokens managed with expiration and rotation capabilities. |
API key/token security with expiration/rotation detailed in developer documentation. | |
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User Session Timeout Controls Configurable auto-logout after periods of inactivity. |
No information available | |
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Disaster Recovery and Backup Automated data backup and rapid recovery processes. |
Data is regularly backed up with recovery policy as stated in SLA/trust docs. |
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In-App Messaging and Notifications Internal chat or direct messaging related to deals or contacts. |
In-app notifications for new call recordings or feedback events are standard. | |
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Commenting and Activity Streams Real-time updates and threaded conversations tied to records. |
Comments and threaded views on calls provided to support team activity streams. | |
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Deal Assignment and Ownership Ability to assign contacts, deals, or tasks to responsible team members. |
Calls, deals, or coaching opportunities can be assigned to users or teams. | |
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Shared Notes and Files Collaborative annotation and storage of deal- or contact-specific documents. |
Calls are shareable with notes, and files such as transcripts are stored for team review. | |
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Email Thread Sync Synchronization of relevant email threads to deal/contact records. |
Email threads related to meetings are linked with call records when CRM/email integration is enabled. | |
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Integrated Meeting Scheduling Calendaring tools for coordinating internal or external meetings. |
Can book meetings and sync with Outlook/Google for integrated scheduling. | |
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Approval Workflows Pre-defined, trackable processes for moving deals forward. |
No information available | |
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Deal Room Access Virtual rooms for collaborating securely on sensitive transactions. |
No information available | |
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Aggregate Team Calendar Unified view of meeting and event commitments across all team members. |
No information available | |
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Task Assignment and Monitoring Delegation and deadline monitoring for deal-related tasks. |
No information available |
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Multi-Office/Entity Support Ability to support multiple VC entities, offices, and regions in a single platform. |
No information available | |
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Custom Workflows Build, adapt, and automate workflows tailored to unique team practices. |
No information available | |
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Custom Field and Template Creation User ability to define new fields, templates, and layouts. |
No information available | |
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Automated Business Rules Custom triggers and actions based on user-defined conditions. |
No information available | |
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Bulk Update Capabilities Change many records with a single action, even at large scale. |
No information available | |
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User Capacity The maximum number of concurrent users supported. |
No information available | |
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Data Storage Capacity Supported storage for uploaded files and records. |
No information available | |
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Plugin/Extension Marketplace Ecosystem for third-party and in-house add-ons. |
No information available | |
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White-Labeling Ability to brand the platform with the VC firm's logo and colors. |
No information available | |
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Performance at Scale Maintaining speed and usability as data and users grow. |
Chorus is often used in large deployments; product is marketed for its scalability. |
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24/7 Customer Support Round-the-clock access to help via chat, phone, or email. |
24/7 support is listed for enterprise customers. | |
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Dedicated Account Manager Assigned company contact for onboarding, issue resolution, and strategic guidance. |
Assigned account managers for significant customers are referenced in sales literature. | |
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User Training and Certification Structured training, webinars, and certifications for onboarding and proficiency. |
Training programs and webinars are provided to customers. | |
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Comprehensive Documentation Extensive online guides, FAQs, and user manuals. |
Extensive documentation is available on the vendor’s support portal. | |
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Implementation Support Expert-led deployment, system integration, and data migration assistance. |
Professional onboarding and deployment support offered. | |
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Service Level Agreements (SLAs) Formal uptime and support guarantees from the vendor. |
No information available | |
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Community Forums Online platforms for customers to share solutions and feedback. |
No information available | |
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Product Roadmap Transparency Visibility into future product enhancements and updates. |
No information available | |
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Custom Feature Requests Ability to suggest and sponsor new product features. |
Chorus responds to and tracks customer feature requests. | |
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Frequent Upgrades/Releases Regular cadence of feature improvements and bug fixes. |
Product is regularly updated with new features and releases. |
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Flexible Pricing Tiers Different plans based on features, users, or storage. |
Multiple plans based on features/users are offered. | |
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Free Trial or Demo Access Risk-free opportunity for hands-on evaluation. |
Free trial or demo available on request. | |
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Transparent Billing Up-front clarity regarding all fees and renewals. |
Billing and renewals are clearly disclosed in customer agreements. | |
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Per-User Pricing Ability to scale spend as the team grows. |
Cost depends on user count, conforming to per-user pricing model. | |
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Data Migration Cost Clear costing for bringing existing data into the new system. |
No information available | |
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API/Integration Costs Costs associated with third-party integrations. |
No information available | |
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Setup/Onboarding Fees Initial deployment and training charges. |
No information available | |
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Discounts for Longer Term Commitment Savings for annual/multi-year subscriptions over monthly. |
Annual contract discounts available for longer term commitments. | |
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Custom Enterprise Plans Negotiable feature bundles and pricing for large or multi-entity firms. |
Custom plans available for larger enterprise clients. | |
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Total Cost of Ownership Calculator In-platform tool for projecting all-in costs over time. |
No information available |
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