CRM for fund managers and investing teams

Our platform offers an easy and dependable email integration solution that will streamline your communication and data collection methods.

You can expand your network, gain a deeper understanding of relationships, and gather more accurate and trustworthy data from multiple sources all in one convenient platform.

With our bulk edit feature, you now have the convenience of quickly modifying multiple fields whenever necessary.

Our data enrichment feature works by gathering essential information from our trusted third-party sources, effectively enhancing your deals, contacts, and other vital data.

You can conveniently manage your contact database, associating it with your deals, investment opportunities, and investors.

Choose how to create your own data segmentation and effectively manage your data to maximize platform performance.

The platform provides you with the ability to efficiently set various roles, accesses, and rights to manage your operations.

Efficiently monitor and oversee the tasks of your team while effortlessly accessing the comprehensive history of your backlog.

Zapflow offers an extensive reporting tool that allows you to seamlessly extract reports into your preferred BI solution.

Easily track, monitor and reports fees you pay to various advisors and other stakeholders over the years.

Gain full audit trail of who did what and when. This drives accountability and helps to resolve compliance issues easily.

Zapflow allows you to easily track and manage the relationships with your contacts, providing unforeseen visibility to your extended professional network supercharging your decision making.

With Zapflow, you can securely store your important documents with the highest level of protection.