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Streamline deal management with deal tracking software designed to effectively monitor opportunities and potential investors across every interactionRequest a Demo
Allvue’s Pipeline Management software solution keeps track of all potential investors and deals using contacts, conversations, emails, and more. Never miss an opportunity with Allvue’s investment and deal tracking CRM software connecting the dots across every channel of communication.
Manages a pipeline of investor and investment opportunities, serving as a comprehensive pipeline management tool
Track contacts, emails, documents, conversations, ideas, meetings and more with our deal flow management tool
Gain relationship insights between Accounts, Contacts, Opportunities, and Products, leveraging our CRM software
Maintain vertical integration of data through the entire life cycle of a deal from Pipeline through Funding, using our deal pipeline system
Associate emails with opportunities and sync contacts via native Outlook integration, enhancing your pipeline reports
Use dashboard reporting and set rule-based alerts based on any criteria
At the heart of our pipeline management tool is a powerful, flexible workflow and rules engine. Built on the robust .Net framework, Allvue’s technology stands out as a pinnacle of pipeline CRM innovation. It seamlessly communicates with other systems, ensuring efficient data integration and management, vital for any PE firm or venture capital firm. Our platform’s strength lies in its ability to handle diverse data within its advanced security master and comprehensive data warehouse. This capability is crucial for effective pipeline reports and deal management, automating complex processes to boost operational efficiency and mitigate risk.
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Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.