InvestorFlow Announces CRM Improvements with Pipe 14 Release

November 28, 2023

In today’s complex markets, demand for simple but sophisticated CRM among alternative asset managers is higher than ever.

InvestorFlow provides a solution with Pipe — Salesforce-built CRM layered with third-party data, AI, and customization for dealmaking, fundraising, investor relations, and more. Now, the release of Pipe 14 brings new and improved features to alternative asset firms.
InvestorFlow Announces CRM Improvements with Pipe 14 Release
These features include InvestorFlow’s newest AI tool (now in Pilot) and improved data visualization in SmartLists with SmartCharts.

InvestorFlow has also updated:
  • Pipe Profiles
  • FlexLists
  • Enhanced Meeting Notes
  • Tearsheets

To learn more, email our media team at sarah.tuff@investorflow.com


icon for back button

Back to Media

Share this
icon for share linkedin icon for share twitter
The Alternatives Cloud
Request Info