What is SeedRM?
SeedRM is an exceptional and intuitive CRM solution tailored for Institutional Investors, enabling them to efficiently manage their relationships with various Investment Managers. With the advantage of internet access, users can reach SeedRM from nearly any location worldwide! The platform leverages its profound expertise in Investment Manager Due Diligence Advisory, backed by a team with significant experience in Financial Markets. Built on the robust and well-established Salesforce.com cloud platform, an unlimited number of licensed users can effortlessly access and share essential Investment Manager information, reports, and accompanying documents. Whether you are stationed at your office or on the go with a mobile device, SeedRM provides a user-friendly interface that helps users cultivate relationships without disrupting their daily tasks. Additionally, this powerful tool significantly boosts collaboration among team members, simplifying the process of staying organized and informed. By integrating these features, SeedRM not only enhances individual productivity but also fosters a more connected and effective team environment.
Integrations
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Screenshots and Video
Company Facts
Company Name:
Lenox Park Solutions
Date Founded:
2009
Company Location:
United States
Company Website:
www.lenoxparkllc.com
Product Details
Deployment
SaaS
iPhone
iPad
Android
Training Options
Online Training
On-Site Training
Support
Standard Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
SeedRM Categories and Features
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management