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.

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
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?
SeedRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does SeedRM support in their product?
SeedRM supports these languages: English.
Q: What kind of support options does SeedRM offer?
SeedRM offers support via phone support.
Q: What other applications or services does SeedRM integrate with?
SeedRM integrates with: Salesforce.
Q: Does SeedRM have a mobile app?
Yes, SeedRM has a mobile app for iPhone, iPad, and Android.
Q: What type of training does SeedRM provide?
SeedRM provides training in the form of live online and in person.

SeedRM Product Features

Financial CRM

Account Alerts Supported
Asset Management Supported
Lead Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Marketing Management Not Supported