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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Coheris CRM, developed by ChapsVision, serves as a comprehensive tool designed to enhance controlled customer relationship management. Achieving a deep and reliable understanding of your customers is essential for boosting your company's overall performance. With ChapsVision's Coheris CRM software, you gain a distinctive and holistic perspective on customer value that is accessible to all departments within the organization, enabling immediate translation into actionable strategies. This platform empowers each user to operate with maximum efficiency and substantial independence, while remaining aligned with the company's established business processes. Coheris CRM addresses crucial challenges by providing real-time monitoring of key performance indicators (KPIs). Additionally, this CRM solution facilitates the execution of your multi-channel marketing initiatives, effective sales strategies, and lead management, all aimed at enhancing your team's commercial success, cutting costs, refining your marketing and communication efforts, and fostering customer loyalty in the long run. By integrating these capabilities, Coheris CRM by ChapsVision not only streamlines operations but also positions your business for sustained growth and adaptation in a competitive market.

Description

WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ChapsVision

Founded

2019

Country

France

Website

www.chapsvision.fr/crm/

Vendor Details

Company Name

Imagineer Technology Group

Founded

1998

Country

United States

Website

www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management Yes 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Equity Management

Cap Table Management No 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal Yes 
Portfolio Management No 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview Yes 

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