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Private Equity CRM Software - Empower CRM for Private Equity |
 iEnterprises brings you more than a decade of Private Equity CRM expertise in private equity. Our team has worked with firms such as Saffra, Alpha Investments and more. iEnterprises understands the specific needs of the private equity deal management process and the workflow required to handle all interactions between your limited partners and portfolio companies. |
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| We help firms gain a clear and complete picture of all communications involved in your firm’s investments, management and exit phases of the portfolio companies. This includes due diligence, tracking deal activity and flow, and efficiently storing and sharing meeting correspondence. |
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| We understand that you can’t afford to waste time, and that exceptional ease of use is critical to ensure you get the most from your technology investment. We also know that everyone—from partners, to analysts, attorneys and office staff are mobile—and need to access important information anytime, anywhere on their handheld devices. |
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|  Click here to schedule a web based demo of Empower CRM - Private Equity CRM.
Click here to request a Trial of Empower CRM. | |
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| Maximize your relationships and share activities | |
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- Capture and share contact and activities within the firm
- Get a complete view of all interaction with an LP or executive at portfolio companies
- Communicate with contacts on an ongoing basis
- Gain complete level of security
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| Email / Calendar / Task Integration | |
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- Automatically associate all email correspondence to deal activity
- Associate meetings on your calendar with LPs, portfolio contacts, attorneys, and other contacts
- Associate tasks on your calendar with contacts
- Information is automatically stored in both your email / calendar and the CRM
- Works with both Microsoft Outlook and IBM Lotus Notes
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| Make all CRM information available on your mobile device | |
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- Access and update contacts, tasks, and status information available anytime, anywhere on your Blackberry smartphone, Windows Mobile and soon, iPhone
- Works both in and out of cellular coverage
- Quickly resolve and document issues immediately from your mobile device
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| Effectively manage documents | |
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- Generate MS Word documents and other materials using custom templates
- Easily track and store electronic documents associated with specific activities
- Easily see the history of all documents created for a contact or activity
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| Highly configurable and easy to use | |
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- Create custom fields anywhere VIA drag and drop
- Create custom business logic VIA the integrated automation engine
- User-friendly features and interface
- Minimal learning curve
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| Click here for more information and someone will contact you shortly. | |
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