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Two-factor authentication (2FA) and single sign-on (SSO)
Enhance security requiring users to provide two different authentication factors as well as a unique link created for your company login .This additional layer significantly reduces the risk of unauthorized access, protecting against compromised passwords, credential stuffing, and phishing attacks. 2FA enhances user identity verification, ensures compliance with security standards, and provides adaptability with various authentication methods.
Deal flow management
Facilitate enhanced focus and efficiency within your team by entrusting the management of new deals and relationship nurturing to our Dealflow pipeline. This solution alleviates concerns regarding the loss of valuable information by mitigating the complexities inherent in manual processes. Streamline the handling of opportunities, transactions, and collaborations, thereby fortifying research, development, and commercialization endeavors. Notably, the pipeline is thoughtfully designed for full configurability, effortlessly adapting to the distinct needs and processes of each team. The dedicated activity section augments collaboration among team members, serving as a centralized platform for leaving notes and assigning tasks, thereby fostering seamless and efficient internal cooperation.
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.
KYC / Compliance
Enhance the efficiency of your compliance and risk management procedures with Zapflow. Our platform simplifies the verification of investor identities, assessment of risk profiles, and adherence to Anti-Money Laundering (AML) regulations. Facilitating seamless onboarding of new investors, our system enables thorough due diligence, AML screenings, verification of the source of funds, and the collection of requisite documentation for a comprehensive evaluation of each investor's risk profile. Zapflow streamlines these critical processes to ensure a robust and compliant investment environment.
Integrated Web Forms
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.
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.
Dedicated customer success manager
Committed to your success, we offer the advantage of a dedicated customer success manager who possesses a comprehensive understanding of your unique requirements. This individual is committed to ensuring your success on our platform by providing tailored support. Our proficient customer success managers are adept at assisting you in onboarding your team, importing your data, and configuring your Zapflow environment according to your specific needs, while also offering valuable insights derived from industry best practices.
Experience Zapflow
Unlock the potential of pharmaceutical investments with Zapflow. Our secure platform, combined with a commitment to data protection, ease of use, and customizable solutions, sets us apart in the industry.
Make better informed investment decisions, streamline processes, and achieve success with Zapflow.
Your journey to successful investments starts here