SOLUTIONS

Pipeline Management

Deal tracking software to better monitor opportunities and potential investors across every point of contact

Your opportunity overview

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 tracking CRM software connecting the dots across every channel of communication.

Features & Benefits

Manages a pipeline of investor and investment opportunities

Track contacts, emails, documents, conversations, ideas, meetings and more

Gain relationship insights between Accounts, Contacts, Opportunities, and Products

Maintain vertical integration of data through the entire life cycle of a deal from Pipeline through Funding

Associate emails with opportunities and sync contacts via native Outlook integration

Use dashboard reporting and set rule-based alerts based on any criteria

Our Technology

An extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies, storing and operating upon disparate data within its abstracted security master and data warehouse, and automating the workflow and bespoke processes that add operating efficiency and reduce risk.

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