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Best CRM for Asset Managers

A CRM solution for asset managers that allows for powerful deal management across multi-asset, multi-strategy, multi-currency portfolios. Pepper is designed to make managing your CRM a seamless, scalable process across your most diverse portfolios.<br><br>https://onpepper.com/crm/<br>

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Best CRM for Asset Managers

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  1. Platform Markets About Resources Login Request demo WHITEPAPER Beyond CRM As an asset manager, you need a CRM that goes Beyond and addresses your industry-speci?c needs. Download the whitepaper A CRM solution for asset managers that allows for powerful deal Pepper’s CRM module management across multi-asset, multi-strategy, multi-currency portfolios. Pepper is designed to make managing your CRM a seamless, scalable process across your most diverse portfolios. Pepper is designed to handle all aspects of the CRM lifecycle Pepper has a complete CRM platform o?ering, including: Deal overviews, with information such as deal type, associated contacts, commitment size, and deadlines Deal-speci?c note-taking capabilities No-code sheets with work?ow automations Activities tracker directly synced to your calendar Unlimited document storage, able to be linked to Microsoft O?ce, Google Drive, and more Direct eMail syncing, from your inbox directly into the platform Image and video housing Real-time access to each deal's underlying funds and directs, as well as your live asset library

  2. Why CRM is not a commodity if used with imagination How a CRM can be used in creative ways to improve customer experience and drive growth. Read our thoughts Interested? Book a free demo to walk through our CRM platform Request CRM demo Pepper provides a spectrum of high-performance We strive to seamlessly combine state-of-the-art technologies with business experience, o?er value to the ?nance industry and ensure a good return on investment.

  3. Portfolio / asset valuations Investment management Deal management Investor Relations Trusted by leading ?rms everywhere Pepper's AI-powered CRM solution has provided companies with a one-stop- shop for making their business more e?cient than ever. Subscribe to The Pepper Insider Sign up for our newsletter, The Pepper Insider, to receive monthly updates on the world of asset management delivered straight to your inbox. Your email I consent that Pepper can send me follow up information. Submit Technology Integrated Modules Alternative Assets Resources Cloud native Deal Management Credit Manager Articles 26 Broadway, 8th Floor, No code Investment Management LIBOR Blog Posts New York, NY 10004 Management Valuation and Operation Secondary Manager News Dashboards  +732.735.1491 Investor Relations Private Equity Manager Security Reporting and Analytics Fund of Funds Manager   info@onpepper.com C R M Real Estate Manager Energy funds Follow Business Development Company

  4. Copyright © 2023 Pepper. All rights reserved. Privacy Policy

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