PE Front Office CRM is a powerful database of Contacts and Organizations having integrated Document, Calendar and Email management.
PE Front office CRM works as an engine to power Deal Pipeline, Portfolio Management and Investor Management modules, it enhances productivity by providing consolidated contact information and email communication. Our unique Microsoft Outlook plugin facilitates bi-directional sync of business contacts between PE Front Office CRM and Microsoft Outlook.
Our powerful Document Management module offers a simple interface to store and organize files. One can upload files directly or provide an external link to download any file. You can associate documents with other entities such as contacts, organizations, deals, portfolio companies, investors and funds. You can easily search documents by file name and content of documents.
Our Calendar module offers capability to create, assign and manage tasks & events. You can also attach emails from within Microsoft Outlook to respective Contacts, Deal, Portfolio or Investor.