SatuitCRM

Turn an investor meeting's unfinished commitment into a SatuitCRM activity. Document delivery, follow-up email and pipeline-stage review are configurable task categories, so the next person can distinguish promised material from a routine contact reminder. Outlook and Gmail add-ins can feed communication activity into the relevant record.

Set contact-frequency thresholds by relationship tier. A priority investor can have a tighter expected contact interval than a lower-priority relationship. Review overdue tasks by team member separately from pipeline records that have remained in the same stage beyond the firm's expected duration. Those alerts describe different gaps in follow-through.

For an institutional raise, track outside influencers such as consultants or board members alongside the investor. Standard pipeline reporting can compare source, consultant and investor type, rather than treating every opportunity as a direct one-person relationship.

Subscription scope

All three tiers require at least three users. The cloud subscription is priced per user per month; firm-specific configuration and service needs affect the final proposal. Book a demo to discuss those requirements. Extra integration or developer-connection usage can add costs.