Your contacts engaged
Leverage the world's number one CRM system, now optimized for private capital firms like yours. Engage and track every call, task, email, meeting and interaction you have with your Investors, partners and colleagues with Asset Class CRM.

Your prospects tracked
Engage prospective investors, deals and partners with our in-built campaign management, mass email and prospect tracking capabilities. Track every prospect's interaction across your portal, on email, their calls and meetings for a complete view of their interest in your offerings.

Email and calendar synced
For Google or Outlook users, connect your email and calendar to Asset Class for an auto-sync of all contact with each prospect or deal. See your entire interaction historyt as it gets centralised against your prospects contact record. We make it easy for you and your team to keep everything centrally available and collaboratively viewable as needed.