AIM

Cloud-based private equity CRM solution for Salesforce
(7 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Activity Dashboard Activity Dashboard
Asset Management Asset Management
Auditing Auditing
Benchmarking Benchmarking
CRM Integration CRM Integration
Client Management Client Management
Collaboration Tools Collaboration Tools
Communication Management Communication Management
Compliance Management Compliance Management
Contract Drafting Contract Drafting
Contract Management Contract Management
Customizable Reporting Customizable Reporting
Email Alerts Email Alerts
Email Invitations & Reminders Email Invitations & Reminders
Email Notifications Email Notifications
Lead Management Lead Management
Multi-Channel Communication Multi-Channel Communication
Performance Metrics Performance Metrics
Portfolio Management Portfolio Management
Progress Reports Progress Reports
Real Time Analytics Real Time Analytics
Real Time Data Real Time Data
Real Time Notifications Real Time Notifications
Real Time Reporting Real Time Reporting
Reporting & Statistics Reporting & Statistics
Summary Reports Summary Reports
Territory Management Territory Management
Workflow Management Workflow Management

Integrations

Integrations

Salesforce Sales Cloud Salesforce Sales Cloud
Trillian Trillian
ePayPolicy ePayPolicy