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Infinity’s Investor Relationship Management System Powered By Sage SalesLogix
Designed for hedge funds, private equity funds and other buy-side institutions, this solution gives marketing and client relationship managers quick access to prospect and client information to efficiently secure, retain and serve clients.
Compatible With: Sage SalesLogix , Versions 7.5.0
Created by:

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The CRM Solution for Investor Relations and Marketing.

Infinity’s Info Systems’ Investor Relationship Management System powered by Sage SalesLogix is the CRM solution designed for hedge funds, private equity funds and other buy-side institutions. Powered by Sage SalesLogix, this solution gives marketing and client relationship managers quick access to prospect and client information so they can more efficiently secure, retain, and serve clients. Infinity’s Investor Relationship Management System powered by Sage SalesLogix is easy to use and allows fast access to client and prospect information in just a few clicks. Best of all, the system is designed to scale with your business.

Create Order Out Of Chaos
  • Access one central database containing contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data
  • Get a birds-eye view of investor information including data from your Portfolio Mgmt and Partnership Accounting as well as from systems like Money Market Directory™
  • Leverage key relationships by seeing how contacts are interconnected (e.g., third party consultants,
Minimize Tedious Tasks
  • Eliminate hours of busywork by automatically generating client emails, compliance reports, ad-hoc analytic and pipeline reports
  • Get instant access to the performance of individual investor accounts and potential subscriptions and redemption by fund to improve forecasting
  • Dramatically reconfigure screens to see the information you need, at the moment you need it
Access Any Time, Any Place
Infinity’s Investor Relationship Management System Powered by Sage SalesLogix gives you access whenever and wherever you need it. Stay connected to your data by taking it with you on:
  • Your laptop
  • Your Blackberry™ (or other PDA)
  • Or access it through the web

Industries: Investment, Securities, & Holding Companies, Insurance

Business Needs: Contact Management, Forecasting, Handhelds/PDAs, Queries/Quotes/Reports, Data Migration, Reports/Analytics, Campaign Management, E-mail/Direct Mail, Handhelds/PDAs, Estimating, Forecasting, Handhelds/PDAs, Reports/Analytics, Sales Methodologies, Sales Person Commission