AIM

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

Overview

Overview

Platforms Supported

Platforms Supported

Platforms Supported

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

Support Options

Support Options

Support Options

Online Support Online Support
Online Support
Phone Support Phone Support
Phone Support

Pricing

Pricing

Pricing

Starting From

Starting From

Starting From

N/A
N/A
Subscription Subscription
Subscription

Reviews

Reviews

Reviews

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

Features

Features

Features

Accounting Management Accounting Management
Accounting Management
Activity Dashboard Activity Dashboard
Activity Dashboard
Asset Management Asset Management
Asset Management
Auditing Auditing
Auditing
Benchmarking Benchmarking
Benchmarking
Built-In Database Built-In Database
Built-In Database
CRM Integration CRM Integration
CRM Integration
Client Management Client Management
Client Management
Client Portal Client Portal
Client Portal
Collaboration Tools Collaboration Tools
Collaboration Tools
Communication Management Communication Management
Communication Management
Compliance Management Compliance Management
Compliance Management
Contact Database Contact Database
Contact Database
Contract Drafting Contract Drafting
Contract Drafting
Contract Management Contract Management
Contract Management
Customizable Reporting Customizable Reporting
Customizable Reporting
Data Migration Data Migration
Data Migration
Digital Signature Digital Signature
Digital Signature
Distribution Management Distribution Management
Distribution Management
Document Management Document Management
Document Management
Document Storage Document Storage
Document Storage
Email Alerts Email Alerts
Email Alerts
Email Integration Email Integration
Email Integration
Email Invitations & Reminders Email Invitations & Reminders
Email Invitations & Reminders
Email Notifications Email Notifications
Email Notifications
Lead Management Lead Management
Lead Management
Multi-Channel Communication Multi-Channel Communication
Multi-Channel Communication
Performance Management Performance Management
Performance Management
Performance Metrics Performance Metrics
Performance Metrics
Performance Reports Performance Reports
Performance Reports
Portfolio Management Portfolio Management
Portfolio Management
Progress Reports Progress Reports
Progress Reports
Real Time Analytics Real Time Analytics
Real Time Analytics
Real Time Data Real Time Data
Real Time Data
Real Time Notifications Real Time Notifications
Real Time Notifications
Real Time Reporting Real Time Reporting
Real Time Reporting
Real Time Updates Real Time Updates
Real Time Updates
Reporting & Statistics Reporting & Statistics
Reporting & Statistics
Self Service Portal Self Service Portal
Self Service Portal
Summary Reports Summary Reports
Summary Reports
Territory Management Territory Management
Territory Management
Workflow Management Workflow Management
Workflow Management

Integrations

Integrations

Integrations

Salesforce Sales Cloud Salesforce Sales Cloud
Salesforce Sales Cloud
Trillian Trillian
Trillian
ePayPolicy ePayPolicy
ePayPolicy