FAQs
Got questions? We’ve got answers.
General
Sales CRMs are great tools for sales and marketing teams and can be good for a small part of the investor workflow such as fundraising.
Our platform was built specifically for investment teams to handle much of the rest of the investment workflow such as deal flow, market research, portfolio company reporting, stakeholder collaboration, as well as LP management.
Learn more about how our front-office solution is also a CRM but much more than that here.
Product
Our platform has multiple levels of access for our customers:
- Admin: This user can configure the system (pipelines, stages, etc.) as well as manage user rights
- Regular users: They can access different modules and add / edit data
- Buy-side guest users: They can access information on specific deals and collaborate on a deal-by-deal basis. This is typically used for advisors or co-investors. Please see our Pricing page for more information.
- Sell-side guest users: They can access company information. This is typically used for founders or LPs. Please see our Pricing page for more information.
Our platform allows you to segment the users by teams. This segmentation gives you the ability to give users access to certain modules, specific investment and fundraising pipelines, as well as configure read-only access on an attribute-by-attribute level.
In our platform, investors can store their data directly into the platform on a per company and per deal basis. This ensures the documents are associated with the correct entities.
One feature our customers love, is that you can simply email the document to your unique Zapflow email address and the document can be automatically associated with a particular deal.
We understand the full sensitivity of our customers’ deal data and actively participate in security measures for maximum protection. Zapflow was built from the ground up with data security as a high priority and implements Information Security Management System, ISO/IEC 27001, and is GDPR compliant. Zapflow continuously conducts internal audits and third-party vulnerability assessments to keep all systems protected and up to date.
Security is our top priority. Learn more here.
Since 2016, our uptime has been 99,998%. In our premium plans, we are happy to formalize this also in a separate SLA. Either way, your data is safe with us and – for practical purposes – always available whenever you need it.
In our platform, investors can store their data directly into the platform on a per company and per deal basis. This ensures the documents are associated with the correct entities.
One feature our customers love, is that you can simply email the document to your unique Zapflow email address and the document can be automatically associated with a particular deal.
Onboarding process
Our platform offers an intuitive UX design that allows you to configure your deal flow. We understand that many customers have a broad technology stack and there is no single tool that can handle everything. That’s why Zapflow is built to work seamlessly with other tools and services, being compatible with all major providers including Dropbox, Gmail, Outlook and Outlook 365.
Please see our help center to understand how to configure Zapflow to meet your needs.
Most of our customers outsource this time-consuming task of data migration to us, although you can choose to do it yourself. As a part of our Enterprise package plan, we offer concierge onboarding and will do the heavy lifting for you, to make sure your data is migrated, and your workflow is set up for you.
Check out our pricing page for more details.
Zapflow offers a great solution, but it is only truly useful when your team understands how to use it and the value it can deliver.
As part of the Zapflow onboarding, you’ll have access to our training library as well as live training from one of our customer success managers.
This ensures your team is ready to go when handling your new and improved workflow.
This is dependent on your current data structure; however, based on our experience, this can take as little as a couple of days to two-weeks for more comprehensive data.
Pricing
To ensure a smooth transition to Zapflow, our professional customer success managers do the account configuration, data cleanup, data mapping, data migration, multiple training sessions to different team members and guide you through the whole transition. We charge a modest setup fee based on the amount and the complexity of data you have.
We have subscription plans suitable for all team sizes and needs - Front Office Edition and Enterprise. For a team that is just starting out, then the Front Office Edition is the right option for them. As the team grows and the various issues that need to be tracked and managed grows, we can easily move you to the next tier of subscription plan.
It depends on two factors:
- Plan: When a customer buys a plan, they’re getting a bundle with some of our most popular features.
- Add-ons: Customize your package with add-ons in order to get exactly what your team needs.
We accept credit card payments as well as bank wire transfer.