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About

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

About

Join 20,000+ lower middle market investors, M&A advisors, and owner-operators who trust Axial's platform for deal sourcing, deal marketing, and relationship-driven business development. Axial is a private deal network serving professionals who own, advise, and invest in North American lower middle market companies. Axial’s deal-sourcing and deal marketing tools are used to facilitate the discovery and execution of transactions. Axial’s platform reflects how lower middle market transactions get done, privately and confidentially. Unlike public deal listing sites, Axial sell-side members retain total control and confidentiality over whom, how, and when they approach the market. Axial’s algorithms analyze each buy-side member’s deal criteria, and privately recommends matching parties for the sell-side to approach, ordered by relevance. Axial is an incredibly efficient tool that helps discover and prioritize the right buy-side targets for any deal.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants

Audience

Market investors, advisors, and owner-operators seeking a platform for deal sourcing, deal marketing, and business development

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Saves tons of time, avoids manual entry. Smart, reminders and recommendations are very helpful. So user-friendly, almost no training needed. Customization in profiles and reporting make all the difference.

Cons

  • What's great about 4D (customization, tags, etc) also can take a while to set up if you have 1,000s of contacts. Adding the extra level of details, which is optional, is totally worth it though!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

4Degrees
Founded: 2017
United States
4degrees.ai/

Company Information

Axial
Founded: 2010
United States
www.axial.net

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Categories

Categories

CRM Features

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

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Airtable
Asana
Basecamp
Bullhorn
Evernote
Facebook
Formstack
Gmail
HubSpot CRM
HubSpot Customer Platform
Jira Service Management
Mailchimp
Microsoft 365
Pipedrive
PitchBook
Slack
Typeform
X (Twitter)
Zapier
Zendesk

Integrations

Airtable
Asana
Basecamp
Bullhorn
Evernote
Facebook
Formstack
Gmail
HubSpot CRM
HubSpot Customer Platform
Jira Service Management
Mailchimp
Microsoft 365
Pipedrive
PitchBook
Slack
Typeform
X (Twitter)
Zapier
Zendesk
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
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Claim Axial and update features and information