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Effective, Efficient Fundraising Through a Higher Degree of Visibility Front-office users can enhance the effectiveness of their fundraising efforts utiliizing Investran's powerful global search tools, 360° relationship management tracking capabilities, customized business rules and centralized document management. These capabilities give users complete control over how data is viewed, captured and reported, through a more intuitive web-based interface, providing a big picture view of available fundraising opportunities. - Search across all Investran CRM date from investments to investors to opportunities utilizing the Global Search function
- Track contact relationships between investors, deals and opportunities, even for roles played in multiple entities, to get a complete picture of an individuals relationships.
- Enhance productivity on the road by tracking notes, emails, meetings and tasks for investors and issuers
- Utilize the "generator" tool to electronically create individual prospect investor records tied to a fundraising campaign, and based on a target list. Target lists can be created for subsets of individuals or organizations and maintained in the Investran CRM database.
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