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CRM with data enrichment
Our powerful CRM system provides a comprehensive directory to store information pertaining to contacts, companies, and investors. It facilitates the seamless update of dynamic information, ensuring a well-organized repository. Additionally, the system enables the consolidation of insights, task assignments, and activity tracking within a centralized interface. The integration of email functionality, along with BCC email forwarding features, centralizes all communication within the platform, enhancing operational efficiency. Furthermore, our Clearbit integration enriches your data with public information found on the internet, providing an added layer of depth and context to your records.
Deal flow management
Empower your team to concentrate more effectively on driving new deals and nurturing relationships without the concern of losing valuable information. The Dealflow pipeline we offer eliminates the intricacies associated with manual processes and it's designed to be fully configurable, accommodating the unique needs and processes of each team with ease. Effortlessly transition deals from one stage and status to the next, facilitating the issuance of pass or on-hold notifications as necessary. The activity section enhances collaboration among team members, providing a space to leave notes and assign tasks, fostering smooth and efficient internal collaboration.
Fundraising
Optimize your capital-raising endeavors with the assistance of our fundraising management module. Our tool is crafted to enhance efficiency and streamline the entire fundraising process, tracking progress of each stage. Organize your fundraising opportunities easily, categorizing by any attribute such as commitment amounts or opportunity owner. Furthermore, conduct comprehensive reviews of open and lost opportunities, offering valuable insights into the dynamics of your fundraising efforts.
Fund Management
Our fund management module acts as a centralized hub, furnishing a succinct overview of crucial elements pertaining to your fund's endeavors. Delve into comprehensive summaries encompassing active and lost opportunities, along with insights into both active and exited commitments, fund holdings, and any associated documentation - all consolidated within a single, intuitive interface.
Webforms
Elevate your data collection capabilities. Zapflow grants you the power to generate webforms tailored for acquiring deal, company, or contact information from external sources. This innovative feature enables you to customize these webforms according to your specific data requirements, allowing you to seamlessly map the collected information into designated Zapflow entities and specific fields of your choice. Stay on top of the data acquisition process with our system's task notification functionality, which ensures that you are promptly notified of each new submission. This not only facilitates a timely review of incoming data but also provides you with the opportunity to exercise approval control over the submitted information. Such oversight enhances the accuracy and reliability of your database.
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Default Reports
Indulge in the insightful reports crafted by Zapflow, providing you with a nuanced perspective on your dealflow pipeline. These reports are intricately designed to offer a comprehensive overview, allowing you to glean valuable insights and meticulously review the activity and performance of your dealflow pipeline.
Experience Zapflow
Our specialized tools are designed exclusively for VC/PE professionals like you, offering a competitive edge in today's fast-paced financial world.
Unlock the potential of your portfolio, enhance efficiency, and make data-driven decisions with Zapflow.
Your fund management journey just got a whole lot smarter.