Invest2CRM

Invest2CRM, developed by ATP Digital on the Microsoft Dynamics 365 CRM infrastructure, helps investment and portfolio firms gain a better understanding of their customers.

Invest2CRM, a customer relationship management (CRM) software tailored to the unique requirements of investment and portfolio firms, seamlessly integrates with other Dynamics 365 solutions. This innovative solution enables investment and portfolio management firms to deliver efficient portfolio management alongside private and corporate sales. By consolidating different teams into a single business solution, companies can maximize profitability.

Dynamics 365 Invest2CRM: Transforming CRM for Investment and Portfolio Firms

• Invest2CRM allows companies to gain a deeper understanding of their clients and foster stronger relationships.
• Conducts private sales, corporate sales and portfolio management activities effectively with the Invest2CRM solution built on the Microsoft Dynamics 365 CRM platform.
• With Invest2CRM, gain a comprehensive 360-degree view of customer accounts, sub-accounts, overall information, monthly profitability data, financial information from other companies, and communication preferences.
• Effectively strengthen and manage customer representative relationships for better customer engagement.
• Dynamics 365 enables more efficient management of customer data, utilizing CRM features.
• Use Invest2CRM to transform customer data into meaningful insights for marketing activities.