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About

DealsFlow is a conversational business operating system for small businesses. Flow, its AI operator, works through voice or text with shared clients, deals, tasks, calendar and business memory. Owners can retrieve and update records and initiate supported workflows from the conversation. Core is free for one person and one organization, without a trial clock. Optional paid employees add specialized capacity: Aurelius for growth and marketing, including content and campaign preparation, and Cassius for sales and customer relations, including prospecting, qualification and follow-up workflows. Connected execution depends on supported integrations and account availability. Julius and Seneca are coming soon; Augustus is in private pilot. Web, iOS and Android access are available.

About

Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes.

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

Small-business owners, founders and solo operators who want shared business records and AI-supported workflows in one workspace.

Audience

Alternative asset managers that want a platform to manage their investment data

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

No images available

Screenshots and Videos

Pricing

$0 Core
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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

DealsFlow
dealsflow.ai/

Company Information

Pepper
United States
onpepper.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
Pepper Flow

Pepper Flow

Vodori

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim DealsFlow and update features and information
Claim DealsFlow and update features and information
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