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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies that need a complete Financial Service solution

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
Read all reviews

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

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

PreIPO
Founded: 2021
United States
www.preipo.com

Alternatives

Alternatives

Options

Options

Options Technology
IMS

IMS

RealPage
Deep Pool

Deep Pool

Deep Pool Financial Solutions

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 ATS & CRM
Evernote
Facebook
Formstack
HubSpot CRM
Jira Service Management
LinkedIn
Microsoft 365
Microsoft Outlook
Pipedrive
PitchBook
Slack
Typeform
Wufoo
X (Twitter)
Zapier
Zendesk

Integrations

Airtable
Asana
Basecamp
Bullhorn ATS & CRM
Evernote
Facebook
Formstack
HubSpot CRM
Jira Service Management
LinkedIn
Microsoft 365
Microsoft Outlook
Pipedrive
PitchBook
Slack
Typeform
Wufoo
X (Twitter)
Zapier
Zendesk
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
Claim PreIPO and update features and information
Claim PreIPO and update features and information