How we help distributors

Take your business and clients online with an integrated dashboard for onboarding, lead management, tracking, and data storage.

CRM designed for fundraising

  • Manage your leads through a powerful yet easy-to-use dashboard
  • Cut out expensive middlemen to more efficiently onboard clients
  • Track your leads’ investment progress¬†

Transparent real-time lead management

  • Stay organised and increase sales performance through our integrated dashboard
  • Boost productivity and reduce risk with a shared centralised database
  • Attract more investors directly with our white-label software

Less paperwork

  • Onboard your business and clients online without paperwork
  • Store business and client information in one place
  • Sign documents electronically and store them in a secure data room

Get in touch

Learn how ScalingFunds can help you attract more investors and close faster.

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