4Degrees

Intelligent relationship management for deal-driven teams
5.0 (1 Reviews) Write a Review
Overview
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.
Media
Core Features
Investment Management Features
  • Accounting Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting
Wealth Management Features
  • Accounting Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
5.0 (1 Reviews)

Best tool with user-friendly features!

L
9 months ago

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.

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
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