SeedRM

SeedRM

Lenox Park Solutions
+
+

Related Products

  • Asym Capital
    1 Rating
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • Pipedrive
    9,703 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • Sage Intacct
    7,935 Ratings
    Visit Website
  • Gearset
    228 Ratings
    Visit Website
  • Borealis
    11 Ratings
    Visit Website

About

SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations.

About

Twenty is an open-source customer relationship management (CRM) platform designed to offer a modern alternative to traditional CRMs like Salesforce. Licensed under the GNU General Public License (GPL), it provides users with the freedom to own and customize the software to fit their unique business needs. Key features include contact management, opportunity tracking, task creation, and a timeline view for notes and activities. The platform emphasizes simplicity and user-friendliness, incorporating keyboard shortcuts and search functionalities for efficient navigation. Supported by a thriving community of developers, Twenty encourages collaboration and continuous improvement, ensuring the CRM evolves in line with user 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

Institutional investors

Audience

Organizations that want an open source CRM as an alternative to Salesforce

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$9/user/month
Free Version
Free Trial

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lenox Park Solutions
Founded: 2009
United States
www.lenoxparkllc.com

Company Information

Twenty
Founded: 2023
United States
twenty.com

Alternatives

Alternatives

AIM

AIM

Altvia Solutions
Twenty20 Construction Cloud

Twenty20 Construction Cloud

Hindsight Technologies
Amplify CRM

Amplify CRM

Wavteq

Categories

Categories

CRM

Financial CRM Features

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

Integrations

Chief
PostgreSQL
Salesforce
Stripe

Integrations

Chief
PostgreSQL
Salesforce
Stripe
Claim SeedRM and update features and information
Claim SeedRM and update features and information
Claim Twenty and update features and information
Claim Twenty and update features and information