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About

DotAlign software helps clients leverage relationships to unlock growth and economic value – whether for deals, raising capital, introductions or recruitment. DotAlign Cloud automatically and intelligently extracts relationship insights and contact information from structured and unstructured data sources like email messages, meeting requests, contact cards, LinkedIn and CRM, and answers questions such as who knows who, how well they are known, and the most effective way to reach them. The DotAlign team is based in New York city and brings together decades of experience building private and secure enterprise solutions. A powerful tool to update and maintain your Salesforce instance with clean, de-duped data right from your mailboxes. See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more.

About

A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions.

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

Companies of all sizes looking for an CRM solution

Audience

Funds and venture capital

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 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:

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Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Great price point with a large suite of features. Allowed us to use a single platform for deal flow, portfolio management, and financial collections. Made operations a lot smoother and we saved tons of hours doing manual labor.

Cons

  • The design could use some work. Although the analysis is presented in a clean format, it took some time to be comfortable using all the bells and whistles. Some features take a bit of time to get used to but since this became our daily use platform we got comfortable pretty quick.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DotAlign
Founded: 2009
United States
www.dotalign.com

Company Information

Totem VC
United States
totemvc.com

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Categories

CRM

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

Integrations

LinkedIn
Microsoft Excel
Microsoft Outlook
Salesforce

Integrations

LinkedIn
Microsoft Excel
Microsoft Outlook
Salesforce
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