CRM for fund managers and investing teams

Integrate your inbox into Zapflow and allow all emails to sync into their corresponding entity profile. Alternatively, use our BCC email forwarding feature to forward into Zapflow.

The bulk edit feature allows you to effortlessly update ever-changing information for multiple profiles at a time, facilitating data maintenance and ensuring that your CRM remains current with the latest data.

Our integration with Clearbit synchronizes information from reputable third-party sources into a table format, offering visibility into supplementary data that you may find useful to store within your CRM.

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.

Allocate tasks within your team and monitor the progress of both your own and your team's tasks. Utilize associations to generate a single task applicable to multiple entities within your CRM.

The activity history feature meticulously records real-time changes to enhance collaboration among team members. Engage in your work with confidence, assured that your information is secure and immune to loss.

Select or create fields tailored to meet your precise data collection requirements, ensuring the meticulous organization of your CRM directory. Employ tags and dropdown lists for the categorization of contacts, companies, and investors, facilitating swift and efficient search capabilities.

With Zapflow, you can securely store your important documents with the highest level of protection. Our system accepts any document type and size.

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.