at Financial Technnology Year
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Pipedrive CRM from Pipedrive
Visual sales pipeline, robust mobile capabilities, reporting tools, and integrations designed to streamline fundraising workflows.
Product analysis by function
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems
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Contact & Relationship Management
(8 Yes /9 Known /13 Possible features)
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
Pipedrive provides centralized contact management, includes fields for investment preferences and custom fields. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Interaction tracking is a core feature: emails, calls, notes on engagements are logged and timestamped. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
Not as far as we are aware.* Pipedrive offers organizations and contact links but does not natively visualize relationship mapping. | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Allows extensive customizable fields per contact and deal record. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk import/export available for contacts and deals (CSV, Excel). | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced search and filters across contacts and deals. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
Has de-duplication tools for contacts and organizations. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contacts can be associated to companies/orgs. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
Activity timeline per contact and organization is supported. | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
. | No information available |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
. | No information available |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
. | No information available |
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Permission Controls User-based access to sensitive contact data and relationship details. |
. | No information available |
Fund Tracking & Pipeline Management
(8 Yes /8 Known /13 Possible features)
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
Visual pipeline (Kanban/list) a core part of Pipedrive's functionality. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Pipeline stages can be fully customized. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Deals and opportunities linked to pipelines and contacts; specific fundraising links by customization. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Custom fields and deal values support soft/hard commitment tracking, though not explicitly built for funds. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Multiple pipeline/fund support via customized pipelines. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
. | No information available |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
. | No information available |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
Forecasting tools available to estimate pipeline progress and closes. | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
. | No information available |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
Reminders and alerts (activity, email, in-app) are built in. | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
. | No information available |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Deal notes and activity notes supported for tracking diligence and meetings. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
. | No information available |
Investor Communication & Reporting
(2 Yes /2 Known /12 Possible features)
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Pipedrive allows bulk personalized email via integration or built-in campaigns feature. | |
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Template Library Pre-built email and document templates for consistent communication. |
Offers a template library for consistent email/doc creation. | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
. | No information available |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
. | No information available |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
. | No information available |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
. | No information available |
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File Versioning Track versions of documents distributed to investors. |
. | No information available |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
. | No information available |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
. | No information available |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
. | No information available |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
. | No information available |
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Consent Management Track legal/communications consent and preferences for each investor. |
. | No information available |
Integration & Data Connectivity
(5 Yes /5 Known /12 Possible features)
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Full email integration with Gmail, Outlook and other major providers. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
. | No information available |
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API Access Open API for custom integrations with proprietary or third-party systems. |
Open API available for 3rd-party/proprietary integration. | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Data import from spreadsheets/legacy CRMs (CSV, Excel, etc.). | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
Export in CSV, Excel, PDF and other formats supported. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
. | No information available |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
Supports SSO via Google, Microsoft, Okta, etc. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
. | No information available |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
. | No information available |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
. | No information available |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
. | No information available |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
. | No information available |
Reporting & Analytics
(7 Yes /7 Known /12 Possible features)
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Customizable dashboard widgets for KPIs, deal stats, and custom fields. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline analytics and reporting is a standard feature. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Activity reporting available by user and by team. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
. | No information available |
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Historical Fundraising Analysis View trends across past and active fundraises. |
. | No information available |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
. | No information available |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
. | No information available |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable reports and exports supported. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Data visualization with charts available in reports and dashboards. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
Scheduled recurring reporting via email to stakeholders available. | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom report builder through drag-and-drop interface. | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
. | No information available |
Security & Compliance
(7 Yes /7 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
Role-based permissions for users/groups supported. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encrypted both in transit and at rest (as stated in Security Documentation). | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Audit trail for user actions, changes, and data edits available. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
Tools to help with GDPR compliance, including consent and data requests. | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication option available for accounts. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
No information available | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
Regular security updates and patches are published. | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
No information available | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
. | No information available |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
. | No information available |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
. | No information available |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
SOC2 certified as per Pipedrive Security page. |
Activity & Task Management
(9 Yes /9 Known /12 Possible features)
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Tasks can be assigned to users, with due dates and notifications. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Automated reminders for tasks, meetings, and deadlines supported. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
. | No information available |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
Shared calendars for teams, integrates with Google/Outlook Calendar. | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Built-in meeting scheduling tool available (Scheduler feature). | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
Comments and @mentions on deals and records are supported. | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
Progress tracking through deal progress bar and activity tracking visible in dashboards. | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
Users can flag, filter, and prioritize tasks by importance and due date. | |
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Mobile Task Management Full-featured task management on mobile apps. |
Pipedrive has a robust mobile app with full-featured task management. | |
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Activity Logging API Log activities programmatically from external sources. |
. | No information available |
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Time Tracking Track and report on time spent per task or activity. |
. | No information available |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
Integrates with Asana, Trello and project management tools via native or third-party connectors. |
User Experience & Access
(8 Yes /9 Known /11 Possible features)
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Pipeline, dashboard, and table/list views are fully customizable per user. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Mobile app present for Android and iOS, as well as mobile web. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
Not as far as we are aware.* Offline access for key data limited; most features require connectivity. | |
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Multi-language Support Localized UI for global teams or LPs. |
Multi-language support for major world languages in UI. | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
. | No information available |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
UI conforms to accessibility best practices (as stated in documentation), but not fully WCAG certified. | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick add/update actions from inbox or pipeline view are supported. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
In-app guidance, tooltips, and onboarding tours available for new users. | |
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Dark Mode User-selectable dark/light display settings. |
Dark mode theme available in the web and mobile app. | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
Favorites/star records and shortcuts available for quick access. | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
. | No information available |
Onboarding, Support & Training
(1 Yes /1 Known /10 Possible features)
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Guided Onboarding Structured onboarding sessions with a product specialist. |
. | No information available |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
. | No information available |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
. | No information available |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
. | No information available |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
. | No information available |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
. | No information available |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
. | No information available |
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Product Update Notifications Automated alerts about new features or changes. |
. | No information available |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
Active user community and forum on Pipedrive's website. | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
. | No information available |
Data Quality & Maintenance
(9 Yes /9 Known /11 Possible features)
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
Automated validation of email/phone formatting and duplicate detection. | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Duplicate management with customizable, advanced de-dupe settings and merging. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
Stale data prompts/alerts available for contacts not updated in a set period. | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk update features enable changes across multiple records. | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
Change logs allow data change audit trails. | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
System maintains automated, regular backups to prevent data loss. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
Archiving and deletion workflows are configurable for sunsetting obsolete data. | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Standardizes structured data fields (email, country, phone, etc.). | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
No information available | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Permissions for data editing can be restricted by user and role. |
Customization & Scalability
(9 Yes /9 Known /11 Possible features)
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Custom Objects & Workflows Add new record types or automate complex processes. |
Custom objects and automations available through workflow builder and API. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Field configurations can be fully customized. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Flexible licensing makes it easy to add or remove users/modules as team size changes. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multiple funds/entities tracked via multiple pipelines and custom fields. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Workflow automation rules configurable via visual 'Automations' tool. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
Branding and customization of client-facing portals/reports is supported for Professional/Enterprise plans. | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
. | No information available |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
. | No information available |
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Permission Customization Granular control over what each user can see and do. |
Granular permission and role configuration per user/team. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Notification rules and triggers can be customized per user/role. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No-code workflow and field customization supported for business users. |
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