Captec CRM is a comprehensive marketing and IR technology solution for the asset management sector.

Designed by market professionals, who understand the specific needs of the industry, Captec CRM has been developed with the user in mind. The system is built using the latest technologies, combined with a simple and intuitive user interface.

Captec CRM enables you to communicate with investors more effectively.

Features

Relationship management

Capture client data quickly. Access and manage information more easily.
Record all your client activity efficiently.
Fast, intuitive and user-friendly.

Customise

Flexible and simple. Add and edit different data fields to manage bespoke information and workflows that are specific to you.

Roadshow

Take the manual work out of organizing roadshows. Automate many time-consuming processes. Coordinate with on-screen maps and event planners.

Mailings

Create professional mail distributions. Watermarking and senior sign off. Report on who is reading your mailing. Compliance control and reporting.

Mobile

Operate on any device including laptops, tablets and smartphone. Fully functional App gives you connectivity to CRM on the move.

Outlook compatible

Integrate with Microsoft Outlook to enable communication across systems. Also integrate with Mac, iPhone, Android and Corporate Gmail.

User permissions

Create different user groups to ring-fence sets of data across sales teams and business roles. Effectively manage information by responsibilities.

Reporting

Consolidate your data into simple, useful information. Reduce time and effort by ‘save and schedule’ report delivery to your inbox.