PrecisionLender

PrecisionLender

Lender Performance Group
+
+

Related Products

  • Dynamo Software
    71 Ratings
    Visit Website
  • Datasite Diligence Virtual Data Room
    692 Ratings
    Visit Website
  • CapLinked
    218 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • InfoFlo
    193 Ratings
    Visit Website
  • Ansarada
    357 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Rent Manager
    1,015 Ratings
    Visit Website
  • DoorLoop
    1,002 Ratings
    Visit Website

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

Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank. If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations. It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client. RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship. Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data.

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

Bankers and companies interested in a CRM solution to improve their processes

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

$7600 per year
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

Lender Performance Group
Founded: 2009
United States
precisionlender.com

Alternatives

Alternatives

FISCAL

FISCAL

Vision Software 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

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integrations

Airtable
Asana
Basecamp
Bullhorn
Evernote
Facebook
Google Workspace
HubSpot CRM
LinkedIn
Mailchimp
Microsoft 365
Microsoft Outlook
Pipedrive
PitchBook
Slack
Typeform
Wufoo
X (Twitter)
Zendesk
monday AI work platform

Integrations

Airtable
Asana
Basecamp
Bullhorn
Evernote
Facebook
Google Workspace
HubSpot CRM
LinkedIn
Mailchimp
Microsoft 365
Microsoft Outlook
Pipedrive
PitchBook
Slack
Typeform
Wufoo
X (Twitter)
Zendesk
monday AI work platform
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
Claim PrecisionLender and update features and information
Claim PrecisionLender and update features and information