Xpedition Private Equity CRM Description

Xpedition Microsoft Dynamics 365 private equity CRM Accelerator is designed to improve productivity, integrate with existing data, and create a comprehensive, single source of truth. This actionable insight can be seamlessly integrated with Microsoft and 3rd-party applications, making it intuitive. Launching a Private Equity project CRM is one thing. It is one thing to launch a Private Equity CRM project. We know your challenges, and with a number of industry-specific projects behind us, we are leaders in creating and delivering tailored CRM systems designed to meet your specific requirements.

Integrations

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Company Details

Company:
Xpedition
Year Founded:
1989
Headquarters:
United Kingdom
Website:
xpedition.co.uk/private-equity-crm/

Media

Xpedition Private Equity CRM Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
Customer Support
Phone Support
Online

Xpedition Private Equity CRM 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

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