We are always working to make FundPortal do more for you,. In this update we have added some new features to the CRM, providing greater automation and visualisation of your investor and prospect universe.

Email replication

Users can now use BCC and FWD links to track emails they send within FundPortal. The emails will be associated to the contacts and companies that received the email, meaning that you have a complete record of your interaction with the individuals involved within your CRM. Where one or more contacts do not already exist in FundPortal, they will be created.

The unique links to use in BCC and FWD (per the image below) can be found under “email settings”, and only FundPortal users will be able to sync emails to the portal in this way.

 

 

 

 

 

Weighted pipeline

Users can now track the estimated value of their pipeline based on the total deal value and deal probability. This is displayed at the top of the deals table and dynamically updates when deals are selected. The formula uses the standard method of total deal value multiplied by the probability.

 

 

 

 

 

 

 

 

 

 

 

 

 

Activities

Users can now view all of the activities across with FundPortal CRM in one place. This new table allows a user to filter by team members, activity types, date ranges and more in order to quickly understand what is happening across their customer base and their team. Users can also export this raw data to excel to perform their own analysis and reporting.