SeedRM

SeedRM

Lenox Park Solutions
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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

SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Institutional investors

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Lenox Park Solutions
Founded: 2009
United States
www.lenoxparkllc.com

Alternatives

Alternatives

FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
AIM

AIM

Altvia Solutions

Categories

CRM Supported
Data Enrichment Supported
Deal Sourcing Supported
Financial CRM Supported
Investment Banking Supported
M&A Supported
Private Equity Supported
Real Estate CRM Supported

Categories

Financial CRM Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Commercial Real Estate Features

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

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Not Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Integrations

Airtable Supported
Asana Supported
Basecamp Supported
Evernote Supported
Facebook Supported
Formstack Supported
Gmail Supported
Google Workspace Supported
HubSpot Customer Platform Supported
Jira Service Management Supported
LinkedIn Supported
Mailchimp Supported
Microsoft Outlook Supported
Pipedrive Supported
Salesforce Not Supported
Slack Supported
Wufoo Supported
X (Twitter) Supported
Zapier Supported
monday AI work platform Supported

Integrations

Airtable Not Supported
Asana Not Supported
Basecamp Not Supported
Evernote Not Supported
Facebook Not Supported
Formstack Not Supported
Gmail Not Supported
Google Workspace Not Supported
HubSpot Customer Platform Not Supported
Jira Service Management Not Supported
LinkedIn Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
Pipedrive Not Supported
Salesforce Supported
Slack Not Supported
Wufoo Not Supported
X (Twitter) Not Supported
Zapier Not Supported
monday AI work platform Not Supported
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
Claim SeedRM and update features and information
Claim SeedRM and update features and information