InsightsCRM
Business Intelligence that powers your success·insightscrm.com
InsightsCRM is a domain-specific CRM built for capital markets firms, covering Banking/M&A/Advisory, Research/Sales & Trading, Institutional Asset Management, Private Equity/Venture Capital, and Private Wealth Management. It provides knowledge management, customer and relationship intelligence, customizable workflows, prospecting lifecycle management, roadshow and conference management, and third-party integrations. The product is delivered as a SaaS offering hosted on AWS, with a native mobile application for on-the-go use.
What it's for
Features 14
- 24x5 proactive user support desk with ticket escalation
- 360-degree customer intelligence
- Account planning and client tiering/budgeting
- Conference management with self-registration portal and itinerary management
- Content distribution with readership/click-through tracking
- Customizable, domain-specific workflows with custom fields
- Dashboarding and reporting capabilities
- Data security features: TLS encryption, SSO, MFA, isolated AWS VPC
- Knowledge management for customer engagement
- Native mobile application for on-the-go access
- Prospecting lifecycle management with milestones and progress reports
- Relationship intelligence with relationship ratings
- Roadshow management with corporate and analyst access booking
- Third-party applications marketplace/integrations
At a glance
Pricing
No pricing figures are published on the site; the 'Pricing' navigation link leads to a 'Request a Demo' form rather than a price list.