4Degrees

Deployment

WindowsMacWeb-based

Best for

SmallMedium

Overview

About 4Degrees

The 4Degrees CRM identifies the right connections to focus on, works with you to strengthen those relationships, and activate your network when you need it. Automatically track your relationships & deals with actionable intelligence to help you move them forward.

At a glance

Software information

Industries served, licensing and the support 4Degrees provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

Review analytics

What customers report

5.0
Based on 1 verified review

What users say

Review Analytics of 4Degrees

Every review is verified through Goodfirms before it's published.

5.01 Verified Review
Detailed Reviews of 4Degrees
Sort ByWrite a Review
Lisa Arlington, Founder at Gifts NerdVerified Review
Posted on Jul 29, 2021

“Best tool with user-friendly features!”

Overall rating5.0

We at GiftsNerd use 4Degrees to manage our automated payroll and commissions, data entry, alerts, deal sourcing, and investment banking. Additionally, it helps in real estate collaboration, recruitment, as well as reporting. Some of the basic features of this software include segmentation, portfolio management, strategic planning, task progress tracking, and lead management.

Pros

4Degrees does tons of tasks and saves a lot of time as most of the tasks are automated.

It gives smart recommendations and reminders which provide excellent assistance to the user.

The best thing about this tool is that it is so user-friendly that you don't require any kind of training to operate this software.

It gives you an opportunity for the customization of profiles to make them unique.

 

Cons

When there are thousands of contacts, then 4D takes time to set up.

It adds additional details which are not necessary at all.

It lacks expense and influence tracking.

Capabilities

4Degrees features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting

Wealth Management Software

  • Accounting Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Plans

4Degrees pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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