Ai CRM

The all in one investor lead Ai Platform

Diversified Fund

Investor Lead CRM

Manage All Your Leads In One Place

InvesTechs equips you with a robust CRM system tailored for investor management, simplifying the process of organizing and accessing investor data. This centralized platform ensures that every potential lead is tracked and managed effectively, allowing you to nurture these relationships with precision.

Diversified Fund

Investor Sales Funnel

Provide Your Sales Team With an Intuitive Process

InvesTechs designed an Investor Sales Funnel to streamline your capital raising process by providing a clear, structured pathway for converting prospects into investors. This intuitive process helps your sales team engage effectively, ensuring they have the right tools at the right time to close deals efficiently. By simplifying the sales journey, InvesTechs helps maximize your team’s performance and investor satisfaction.

Diversified Fund

Scheduling Automation Platform

Schedule Meetings with Interested Investors Faster

Integrated Scheduling Automation Platform is crafted to expedite the process of arranging meetings with potential investors. This system not only helps in quickly setting up appointments but also ensures timely follow-ups, maximizing the chances of conversion. The automation of scheduling tasks frees up valuable time, allowing you to focus on building stronger investor relationships and driving your fund’s growth.

Diversified Fund

Email Marketing Platform

Newsletters and Lead Nurturing Campaigns

Email Marketing Platform to craft and dispatch impactful newsletters and lead nurturing campaigns that keep your brand at the forefront of your potential investors’ minds. This platform allows you to deliver customized content that educates and engages your audience, fostering a sense of community and trust.

Diversified Fund

Multichannel unified inbox

Consolitate All Your Communications to a Single Inbox

Bring all your customer channels into a single inbox and simplify your communication by consolidating phone calls, text messages, emails and social media conversations into one accessible location. This ensures that no message is overlooked and that your team can respond promptly to investor inquiries from any medium. By centralizing communications, InvesTechs enhances your operational efficiency and improves response times, which is crucial for maintaining investor interest and satisfaction.