SeedRM Description
SeedRM is the most intuitive CRM tool for Institutional Investors, allowing them to manage relationships with Investment Managers. SeedRM is accessible from anywhere with internet access. The partnership leverages the expertise of Investment Manager Due Diligence Advisory Partners and partners with deep knowledge in Financial Markets. An unlimited number of licensed users can access and contribute to Investment Manager information, reports and attachments, thanks to the Salesforce.com platform. SeedRM allows users to manage relationships easily from any device they have access to, whether it is a desktop in the office or a mobile device.
Integrations
Company Details
Company:
Lenox Park Solutions
Year Founded:
2009
Headquarters:
United States
Website:
www.lenoxparkllc.com
Media
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Product Details
Platforms
SaaS
iPhone
iPad
Android
Type of Training
Live Online
In Person
Customer Support
Phone Support
SeedRM Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management