InvestorPortaLPro

InvestorPortaLPro

Investor Portal Pro
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About

Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor portal software solutions designed to share, collaborate, produce, and secure information. The best investor experience starts here. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. Attract more capital & keep existing investors happy at an affordable price. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fundraising to help you raise faster, distributing documents online securely, and collaborating with investors. Raise money faster and give your investors a clear look into real-time data. Put property & investment info online with IPP investor relations portals.

About

Salesinteract is an interactive CRM that involves your relations in the entire sales process if you want. As a user of Salesinteract you work from a clear dashboard where you can follow up tasks in a very easy and quick way and you can share presentations with your relations. Important push notifications illuminate your dashboard when your relations are promoted to prospect or customer and when your shared files are viewed and how often. Your relations automatically get their own dashboard where they see information from your company, your presentations / files / offers you have shared with them. You can communicate with your relations 1-on-1 in the communication center, which can create an even more personal bond. When targets are set, Salesinteract will suggest motivational quotes based on your progress to help you further.

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

Private Equity, Hedge Fund, Real Estate, Wealth Management

Audience

Every company who has sales people

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

Flexible
Investor portal software pricing, costs, and spend

One size fits all products do not work for discerning teams. Our pricing does not vary by client, and you can add on services depending on which integrations, automation, and other professional services you would like. Please get in touch with us today to discuss your goals.
Free Version
Free Trial

Pricing

$15.00/month/user
First user always free.
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:

Review this Software

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

Investor Portal Pro
United States
investorportalpro.com

Company Information

Salesinteract
Founded: 2017
Netherlands
www.salesinteract.com

Alternatives

Alternatives

xRP

xRP

Agent Technogies
MomentumTRUST

MomentumTRUST

Momentum3
Azor

Azor

Kempen Automatisering
RAISE

RAISE

RAISE Technologies

Categories

Categories

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

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

Amazon S3
Docusign
Dropbox
Google Drive
Highcharts
HubSpot CRM
HubSpot Customer Platform
Microsoft Access
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Salesforce
Yardi Breeze
Zoho CRM

Integrations

Amazon S3
Docusign
Dropbox
Google Drive
Highcharts
HubSpot CRM
HubSpot Customer Platform
Microsoft Access
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Salesforce
Yardi Breeze
Zoho CRM
Claim InvestorPortaLPro and update features and information
Claim InvestorPortaLPro and update features and information
Claim Salesinteract and update features and information
Claim Salesinteract and update features and information