Audience

Institutional investors

About SeedRM

SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations.

Integrations

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Company Information

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

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Live Online
In Person
Support
Phone Support

SeedRM Frequently Asked Questions

Q: What kinds of users and organization types does SeedRM work with?
Q: What languages does SeedRM support in their product?
Q: What kind of support options does SeedRM offer?
Q: Does SeedRM have a mobile app?
Q: What type of training does SeedRM provide?

SeedRM Product Features

Financial CRM

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