Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ingegno Cloud is a customer relationship management platform specifically designed for professional studios and agencies. It enables teams to efficiently handle client relationships, monitor projects, automate various workflows, and enhance communication all within a single interface. Key features encompass lead management, a kanban pipeline, workflow automation, email sequences, contact management, and integrated analytics. This platform is tailored for small to mid-sized service-oriented businesses that seek a straightforward yet robust CRM solution. By consolidating essential tools, Ingegno Cloud empowers teams to work more effectively and maintain strong client connections.
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
No images available
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
$19/month/user
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
Ingegno
Founded
2026
Country
Italy
Website
ingegno.cloud
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management