at Financial Technnology Year
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Relay CRM from Relay
Fundraising and LP relationship management, deal pipeline tracking, task automation, customizable reporting, bulk outreach capability, email calendar integration, and investor document management.
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.
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Contact & Relationship Management
(7 Yes /7 Known /13 Possible features)
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
Product description indicates 'LP relationship management' and a CRM core, implying a centralized contact database. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
Notes mention 'deal pipeline tracking' and CRM, so engagement logging is highly likely. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
No information available | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
Customizable reporting implies support for custom fields in contact and deal records. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Bulk outreach and integration with other tools suggests support for bulk import/export. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
Advanced CRM/LP relationship focus, so search & filtering are standard baseline features. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
No information available | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contact-account linking is inherent in LP/fund/investor CRM products. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
No information available | |
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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. |
Multiple users and sensitive LP records require permission controls; standard for modern CRM. |
Fund Tracking & Pipeline Management
(7 Yes /7 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). |
'Deal pipeline tracking' and fundraising workflow implies this feature is core. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Notes about 'customizable reporting' and flexible pipeline indicate customizable pipeline stages. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
Product page discusses managing and tracking fundraising opportunities. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Commitment/LP tracking is a fundraising CRM core. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
Targeted at VCs with 'multiple fund cycles', per product positioning. | |
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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. |
Fundraising progress/forecasting standard in pipeline management tools. | |
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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. |
'Task automation' and CRM focus imply alerts/reminders are included. | |
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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. |
No information available | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
No information available |
Investor Communication & Reporting
(4 Yes /4 Known /12 Possible features)
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
'Bulk outreach capability' implies built-in bulk email delivery. | |
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Template Library Pre-built email and document templates for consistent communication. |
No information available | |
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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. |
Investor document management is explicitly listed. | |
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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. |
Task automation and reminders are core to CRM workflow solutions. | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Investor Portal is explicitly mentioned on the Relay CRM VC page. | |
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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
(2 Yes /2 Known /12 Possible features)
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Email/calendar integration is listed as a feature. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar/email integration specifically called out. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
No information available | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
No information available | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
No information available | |
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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. |
No information available | |
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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
(6 Yes /6 Known /12 Possible features)
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
'Customizable reporting' and dashboards mentioned as capabilities. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
No information available | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Reporting on pipeline and activities is standard in this type of CRM. | |
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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. |
Customizable reporting includes historical fundraising progress/trend analysis. | |
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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. |
Export/download reports is a basic function in CRMs with reporting features. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Visualization is referenced in customizable reporting/dashboard functionality. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
No information available | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
Custom report builder mentioned as part of 'customizable reporting.' | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(3 Yes /3 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
User management and permissions are standard for modern SaaS CRMs. | |
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Data Encryption Encryption of data at rest and in transit. |
Standard feature for SaaS CRMs with investor data, even if not explicitly mentioned. | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
No information available | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
No information available | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
No information available | |
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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. |
No information available | |
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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. |
Investor document management implies secure cloud document storage. | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
No information available |
Activity & Task Management
(5 Yes /5 Known /12 Possible features)
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task automation and assignment is a core part of their CRM workflow. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Task reminder functionality typically accompanies task management. | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
Recurring tasks are mentioned as part of automated workflow tools. | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
No information available | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
Calendar invite creation/meeting scheduling present via integration. | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
No information available | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
No information available | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
No information available | |
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Mobile Task Management Full-featured task management on mobile apps. |
Relay CRM lists mobile app access and task management on mobile. | |
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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. |
No information available |
User Experience & Access
(5 Yes /5 Known /11 Possible features)
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
'Customizable reporting, dashboards, pipeline views' confirms customizable layouts. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
Relay CRM has mobile app accessibility per product page. | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
No information available | |
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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. |
No information available | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
CRM emphasizes quick capture/update workflows as core UX focus. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
Modern SaaS with onboarding guides and tooltips for user adoption. | |
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Dark Mode User-selectable dark/light display settings. |
No information available | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
No information available | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
Multi-device (browser, mobile, desktop) sync is essential for modern workflow CRMs. |
Onboarding, Support & Training
(7 Yes /7 Known /10 Possible features)
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Guided Onboarding Structured onboarding sessions with a product specialist. |
Relay supports live product specialist onboarding per vendor's onboarding process. | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
Vendor migration from legacy CRM or spreadsheets indicated in onboarding material. | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
Product documentation and knowledge base available online for customer self-help. | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
Relay advertises 24/7 email and chat support. | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
Relay assigns a dedicated account manager to each account. | |
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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. |
Feature releases and product updates are proactively communicated to users. | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
Product community/forum visible on vendor website. | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
No information available |
Data Quality & Maintenance
(1 Yes /1 Known /11 Possible features)
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
No information available | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
No information available | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
No information available | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
No information available | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
No information available | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
SaaS cloud CRMs perform regular backups to prevent data loss. | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
No information available | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
No information available | |
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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. |
No information available |
Customization & Scalability
(9 Yes /9 Known /11 Possible features)
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Custom Objects & Workflows Add new record types or automate complex processes. |
Relay CRM offers workflow automation and custom record/process configuration. | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
Supports custom fields and layouts across contact, fund, and opportunity records. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
Pricing and documentation imply scaling for user seats and modules. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
'Multiple funds/jurisdictions' highlighted as a CRM use-case. | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Custom workflow automation with triggers and rules advertised. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
No information available | |
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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. |
Users can add-on advanced analytics and investor portal modules. | |
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Permission Customization Granular control over what each user can see and do. |
CRMs with custom roles, field-level and workflow permissions. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
System alerts/notifications are configurable for workflows. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No code/low code customization supported to empower business users (not just IT). |
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