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Beyond CRM WHITEPAPER
As an asset manager, you need a CRM that goes Beyond and addresses your industry-specific needs. Download the whitepaper
Pepper’s CRM module
A CRM solution for asset managers that allows for powerful deal management across multi-asset, multi-strategy, multi-currency portfolios. Pepper is designed to make managing your CRM a seamless, scalable process across your most diverse portfolios.
Pepper is designed to handle all aspects of the CRM lifecycle Pepper has a complete CRM platform offering, including: Deal overviews, with information such as deal type, associated contacts, commitment size, and deadlines Deal-specific note-taking capabilities No-code sheets with workflow automations Activities tracker directly synced to your calendar Unlimited document storage, able to be linked to Microsoft Office, Google Drive, and more Direct eMail syncing, from your inbox directly into the platform Image and video housing Real-time access to each deal's underlying funds and directs, as well as your live asset library