4Degrees vs. Xpedition Private Equity CRM Comparison


4Degrees	Xpedition Private Equity CRM Xpedition	+	+
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From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. 626 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. 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Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions. More than just a Virtual Data room, Ansarada provides end-to-end deal management to help you maximize your potential and stay in control. Keep your files in a centralized repository for always-on deal activity, and share your files securely with Secure File Share. 352 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. 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Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website
About The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence	About Tailor-made to improve productivity and designed to integrate with your existing data and technology, Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will create a single, well-controlled, and comprehensive source of truth. This actionable insight is seamlessly integrated with existing Microsoft and 3rd party applications, making it intuitive and easily adopted. Launching a Private Equity CRM project is one thing. Making sure it will unify your firm and deliver real business value is another. We understand your challenges and with many industry-specific projects under our belt, we have become leaders in building and delivering tailored CRM solutions designed to meet your individual requirements.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants	Audience Companies that need a Private Equity CRM solution to make faster and more accurate decisions
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information 4Degrees Founded: 2017 United States 4degrees.ai/	Company Information Xpedition Founded: 1989 United Kingdom xpedition.co.uk/private-equity-crm/
Alternatives Affinity	Alternatives Allvue Allvue Systems
Fundingstack	AIM Altvia Solutions
Dynamo Software	InvestorFlow
Atominvest Software Atominvest	Edda
Intapp DealCloud Intapp View All	4Degrees View All
Categories Commercial Real Estate CRM Data Enrichment Deal Sourcing Financial CRM Investment Banking Investment Management M&A Private Equity Real Estate CRM Venture Capital Management	Categories Financial CRM Private Equity
Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Commercial Real Estate Features Brand Management Cash Flow Analysis Critical Date Alerts CRM Deal Management For Appraisers For Brokers For Investors For Property Managers Portfolio Management Strategic Planning Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation
Integrations Asana Basecamp Bullhorn Evernote Formstack Google Workspace HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft 365 Microsoft Dynamics 365 Microsoft Outlook Pipedrive Slack Typeform Wufoo X (Twitter) Zapier Zendesk monday.com Show More Integrations View All 25 Integrations	Integrations Asana Basecamp Bullhorn Evernote Formstack Google Workspace HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft 365 Microsoft Dynamics 365 Microsoft Outlook Pipedrive Slack Typeform Wufoo X (Twitter) Zapier Zendesk monday.com Show More Integrations View All 2 Integrations
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