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What is SalesPage?

SalesPage stands out as the leading partner in asset management distribution, marked by its wealth of experience, technical know-how, industry depth, and strong collaborative ties within an extensive client network. Over the past twenty years, we have empowered asset managers to leverage data in order to optimize their distribution strategies effectively. By tapping into SalesPage’s sophisticated distribution data platform, innovative solutions, and all-encompassing services, our clients can accurately pinpoint their ideal prospects while improving their operational efficiency. We pride ourselves on offering state-of-the-art tools and services specifically designed for asset managers, with our active SalesPage client community playing a crucial role in enhancing our distinct value. Understanding that a universal approach is often ineffective, we provide a wide array of products that deliver tailored solutions to meet the diverse needs of asset managers. While the SalesPage suite of products shares a unified goal of facilitating smarter distribution for asset managers, each product is crafted with unique features to address specific challenges, ensuring our clients receive unparalleled support for their goals. Furthermore, we continue to evolve our offerings based on client feedback and market trends, reinforcing our commitment to their success.

What is Pinnakl CRM?

Our CRM system is uniquely designed to cater specifically to the workflows of hedge funds, ensuring that its features are precisely aligned with the demands of contemporary sales, marketing, and investor relations. We proudly serve a diverse clientele, ranging from newly established funds and family offices to large multi-billion dollar institutional hedge funds. Embracing cutting-edge technology, our CRM is tailored to meet the evolving needs of today's financial landscape, making it an indispensable tool for success.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$250/month

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SalesPage Technologies

Date Founded

1983

Company Location

United States

Company Website

www.salespage.com

Company Facts

Organization Name

Pinnakl

Date Founded

2015

Company Location

United States

Company Website

pinnakl.com/hedge-fund-crm

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management

Hedge Fund

Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis

Investment Management

Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics

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