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CRM for Investment platform Template

Building your own customizable CRM with Softr takes 10 minutes! This CRM for investment platforms gives you and your team an intuitive and easy-to-use way to view, track, and manage investments, tasks, and client and partner interactions. Give everyone the visibility and permission they need, streamline your follow-up process, and start saving hours of tedious work every week.

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CRM for Investment platform Template

This CRM for investment platforms provides a complete set of features to track investment opportunities, investor interactions, and pending tasks. With a user-friendly interface, you can easily keep track of communication and activities throughout the investment process. You can set different view and edit permissions for each group of partners or investors and share with them only relevant information. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. This way, your colleagues can work together by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools are often quite expensive and don't allow for much customization. With this modular template, you can easily customize everything to your investment platform's needs at no additional cost. Whether you need to manage investment opportunities, track investor interactions, or coordinate with partners, this CRM offers a comprehensive solution tailored to the unique needs of investment platforms.

Different access levels

Specific permissions for each CRM user group.

Search and Filtering functionality

Easily find an item through search and filtering.

User- or team-specific accounts

Users can view and manage accounts assigned to them or their team.

Status labels

Easily track items through your sales funnel.

Track and add deals

Manage all your deals in a single spot.

Track notes

Attach notes to leads to share details with your team.

Overview
Softr’s CRM for Investment platform lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your CRM for Investment platform. Also, do not hesistate asking for help via our customer support chat if needed!

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