Audience
Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants
About 4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees!
Some common use cases of our CRM software include:
- Venture Capital
- Private Equity
- Mergers & Acquisitions (M&A)
- Investment Banking
- Commercial Real Estate
- Consulting
- Deal sourcing, deal flow, and due diligence
Integrations
Company Information
4Degrees
Founded: 2017
United States
4degrees.ai/
Videos and Screen Captures
Full view of contact details
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed.
Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month.
Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond.
Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
Learn more
Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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Midaxo
Midaxo’s M&A deal management solution was developed specifically to address the challenges of corporate development teams. Instead of using multiple, unconnected tools, making deal sourcing, progress tracking, document management, and reporting difficult, with Midaxo+, frequent acquirers can manage all deals in a single platform, enabling better visibility, collaboration, and outcomes.
Product highlights include:
- Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications
- Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing
- Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration
- Data Security: certified organization-wide for ISO 27001 information security standard
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Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.
Learn more
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
4Degrees Frequently Asked Questions
4Degrees Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Email Marketing
Quotes / Proposals
Territory Management
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Financial CRM
Account Alerts
Asset Management
Lead Management
Relationship Tracking
Team Assignments
Expense Tracking
Household Tracking
Influence Tracking
Marketing Management
Territory Management
Investment Management
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Modeling & Simulation
Payroll & Commissions
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Email Marketing
4Degrees Additional Categories
4Degrees Reviews
Write a Review-
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"4 Degrees, 5 Stars" Posted 2020-08-12
Pros: Saves tons of time, avoids manual entry.
Smart, reminders and recommendations are very helpful.
So user-friendly, almost no training needed.
Customization in profiles and reporting make all the difference.Cons: What's great about 4D (customization, tags, etc) also can take a while to set up if you have 1,000s of contacts. Adding the extra level of details, which is optional, is totally worth it though!
Overall: Easy set-up, user-friendly, does tons of work in the background, and saves me hours a week in planning and reporting.
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