Pinnakl CRM

Pinnakl CRM

Pinnakl
SeedRM

SeedRM

Lenox Park Solutions
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Hedge funds looking for a CRM to manage sales, marketing and investor relations.

Audience

Institutional investors

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

$250/month
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:

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

Pinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm

Company Information

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

Alternatives

Alternatives

Amplify CRM

Amplify CRM

Wavteq
Navatar

Navatar

Navatar Group
Chatabox

Chatabox

Werkflo Software Solutions Pty Limited
Backstop

Backstop

Backstop Solutions Group
AIM

AIM

Altvia Solutions

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Microsoft Excel
Microsoft Outlook
Preqin
Salesforce

Integrations

Microsoft Excel
Microsoft Outlook
Preqin
Salesforce
Claim Pinnakl CRM and update features and information
Claim Pinnakl CRM and update features and information
Claim SeedRM and update features and information
Claim SeedRM and update features and information