butterwire

butterwire

Butterwire
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About

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

About

Grow in size to reduce cost per $bn assets managed (M&A). Stretch research staff to offset inflation of mid-back office costs. Cut risk budgets to keep close to the benchmark each quarter. Grow # of quality of investment decisions per number of staff. Use data science to encode sound investment knowledge NOW. Leverage new technologies to compound knowledge cost efficiently. Butterwire is calibrated to support a long-term, low turnover, fundamental approach to active investing. It aims to increase the chances that some portfolio positions will outperform significantly at a 12-month horizon, while reducing the number and impact of the poorest performers. Look for stocks that have relatively attractive fundamentals and are controversial and are consistent with your style and mandate. Ensure your risk budget is spread across a number of largely unrelated, stock-specific exposures, simulate ways to increase expected active return / active risk ratio.

Platforms Supported

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

Platforms Supported

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

Audience

Organizations in need of a powerful CRM solution

Audience

Investors and portfolio managers requiring a solution to boost research productivity

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I love its ease of use and the advice it gives me to make smart investing choices.

Cons

  • Yet to find any other than the initial "getting to know" the site.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

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

Company Information

UPilot
Founded: 2016
United States
upilot.com

Company Information

Butterwire
Founded: 2017
United Kingdom
www.butterwire.com

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Categories

CRM Supported

Categories

CRM Features

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

Integrations

ActiveCampaign Supported
Asana Supported
Brevo Supported
Drip Supported
Gmail Supported
Google Calendar Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Jira Supported
Jira Work Management Supported
LinkedIn Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slack Supported
Xero Supported
Zapier Supported
Zoom Supported

Integrations

ActiveCampaign Not Supported
Asana Not Supported
Brevo Not Supported
Drip Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Docs Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Jira Not Supported
Jira Work Management Not Supported
LinkedIn Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Slack Not Supported
Xero Not Supported
Zapier Not Supported
Zoom Not Supported
Claim UPilot and update features and information
Claim UPilot and update features and information
Claim butterwire and update features and information
Claim butterwire and update features and information