Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The ideal PRM software designed to enhance your partner network experience significantly. Empower your partners to easily register deals, manage leads, access content, and collaborate in real time, among many other functionalities. Partners can engage in each deal by adding notes and documents as progress unfolds, fostering better communication. They also have the capability to submit new deals directly through our platform or integrate with their CRM, with our system efficiently identifying duplicates for seamless approval or rejection. You can monitor all current and historical deals from one centralized location, allowing you to set specific timelines for your partners to adhere to. Automated notifications will assist them in staying on top of their deadlines, ensuring nothing slips through the cracks. Additionally, Elioplus PRM streamlines the lead distribution process to your partners effortlessly. You can either upload new leads or import them from your CRM or marketing automation tool, facilitating a smooth transfer to your partners. Furthermore, this software not only simplifies collaboration but also enhances the overall efficiency of your partner network.

Description

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

Integrations

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

Pricing Details

$298 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Elioplus

Country

Greece

Website

elioplus.com

Vendor Details

Company Name

Meridian

Founded

2023

Country

United States

Website

www.meridian-ai.com

Product Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Alternatives

ChannelPRM Reviews

ChannelPRM

ChannelXperts

Alternatives

Magentrix PRM Reviews

Magentrix PRM

Magentrix