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 &amp; Acquisitions (M&amp;A) 
- Investment Banking 
- Commercial Real Estate 
- Consulting 
- Deal sourcing, deal flow, and due diligence

4Degrees

CRM is a technology for managing all your company’s relationships and interactions with customers and potential customers.&nbsp;

Calendar/Reminder System

Call Logging

Document Storage

Email Marketing

Internal Chat Integration

Lead Scoring

Marketing Automation Integration

Mobile Access

Quotes / Proposals

Segmentation

Social Media Integration

Task Management

Territory Management

 Internal Chat Integration

 Document Storage

Social Media Integration 

 Call Logging

 Marketing Automation Integration

Commercial real estate (CRE) refers to non-residential property that serves to generate income. This includes shopping malls, hotels, and office spaces. In this article, we’ll take a look at commercial real estate more in-depth, including the different types of commercial properties and leasing agreements.

Commercial Real Estate

Brand Management

Cash Flow Analysis

Critical Date Alerts

Deal Management

For Appraisers

For Brokers

For Investors

For Property Managers

Portfolio Management

Strategic Planning

Financial services <a href="https://www.webopedia.com/definitions/crm/">customer relationship management (CRM)</a> software helps businesses in the finance industry manage their points of contact with leads at each step of their sales pipeline. Finance-focused firms use financial CRM tools to bring all their customer data into one <a href="https://www.webopedia.com/definitions/application-software/">application</a> and consistently and methodically contact them for best engagement.&nbsp;

Financial CRM

Lead Management

Marketing Management

Asset Management

Expense Tracking

Relationship Tracking

Team Assignments

Household Tracking

Account Alerts

Influence Tracking

Team Assignments 

Investment management is the management of money, or any kind of assets owned by investors. It is the process through which the investment manager seeks to accomplish defined investment objectives by deploying capital in an appropriate mix of financial instruments and other assets

Investment Management

Client Management

Compliance Reporting

Data Import / Export

For Investment Advisors

For Investors & Traders

Fund Management

Performance Metrics

Benchmarking

Bonds / Stocks

Modeling & Simulation

 Risk Management

Accounting Management

Commodities

Risk Management

For Investors & Traders 

Modeling & Simulation 

Payroll & Commissions

Real estate CRM software is a realtor’s and property agent’s secret deal-closing weapon. It is a way for high realtors to stay organized, transfer tenants and potential customers down their sales funnel, and, most importantly, close sales on properties.

Real Estate CRM

Campaign Management

Contact Management

Interaction Tracking

Property Alerts

Referral Tracking

Client / Property Matching

Dashboard

 Contact Management

The term mergers and acquisitions (M&amp;A) refers to the consolidation of companies or their major business assets through financial transactions between companies. A company may purchase and absorb another company outright, merge with it to create a new company, acquire some or all of its major assets, make a <a href="https://www.investopedia.com/terms/t/tenderoffer.asp">tender offer</a> for its stock, or stage a hostile takeover. All are M&amp;A activities.

Venture capital (VC) is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential

Venture Capital Management

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You may want to download some other project