Audience
Institutional investors
About SeedRM
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.
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Integrations
Company Information
Lenox Park Solutions
Founded: 2009
United States
www.lenoxparkllc.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Live Online
In Person
Support
Phone Support
SeedRM Frequently Asked Questions
SeedRM Product Features
Financial CRM
Account Alerts
Asset Management
Lead Management
Relationship Tracking
Team Assignments
Territory Management
Expense Tracking
Household Tracking
Influence Tracking
Marketing Management
