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
