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InvestorFlow
by InvestorFlowSalesforceFreemium
Manage sourcing, deals, fundraising, and investor services for alternative asset managers in Agentforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
InvestorFlow provides a front-office platform for sourcing, deal management, fundraising, and investor services. Its CRM and digital engagement tools support relationship management, opportunity origination, and deal collaboration in Salesforce. Pipe+ connects Outlook with Salesforce for managing interactions, contacts, companies, and opportunities. Smartlists organize pipeline opportunities for searching and inline editing, while the platform supports data ingestion through APIs and hosted data lakes. Agentforce-powered features use CRM data to identify insights.
Key capabilities
from the Salesforce AppExchange listingOutlook record management
Pipe+ lets users create, update, and tag interactions, contacts, companies, opportunities, and other items in Salesforce from Outlook.
Pipeline Smartlists
Smartlists present pipeline opportunities in a searchable and editable format with Excel-like functionality.
Inline opportunity editing
Smartlists allow individual opportunities or multiple opportunities to be edited inline.
API data ingestion
The platform can ingest data through API connections and data lakes hosted by the client or InvestorFlow.
Agentforce AI features
Agentforce-powered features use underlying CRM data to identify insights.
Use cases
- Alternative asset managers can use the platform for fundraising and investor services.
- Front-office teams can use it to coordinate opportunity origination and deal collaboration.
Who it's for
The platform is intended for alternative asset managers and their front-office teams.
In the catalog
18 plugins in Agentforce · Sales
Price distribution: 8 free, 5 freemium, 5 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«InvestorFlow is the leading integrated front-office platform to manage sourcing, deal management, fundraising and investor services for alternative asset managers. InvestorFlow’s open-architecture SaaS platform enables flexibility and configurability, with data ingestion capabilities through API integrations and …»