"We needed a tool that would primarily provide us with the functionality of a CRM. In addition, however, it was important to us that we could assign existing investors to deals and funds". This is how Fabian Langaard, Business Systems & Process Manager at Deutsche Invest Capital Partners, formulated the requirements for a new CRM.
The sellify functionalities were exactly adaptable to the requirements of the DICP. sellify offers the necessary basic structure to distinguish between organizations, persons, documents, activities and selections. Assigning or tagging persons to different data sets in sellify also allows to easily store involved parties, roles, remarks and other searchable criteria. The DSGVO functionality, active further development thanks to SQL-based software and "very good support" are also convincing.
"With sellify, the entire office can use common processes, which makes investor communication seamlessly traceable. This enables a targeted and qualified approach to investors, not least by seamlessly integrating Mailchimp to send HTML newsletters".
Fundraisings are already successfully underway with sellify, and DICP is also very satisfied with the process coordination of ongoing deals.
Learn how sellify can help in the financial services industry here!
Now you can see for yourself how sellify works. Simply arrange a non-binding telephone appointment with us, in which we will explain the basic functions of sellify to you in a few minutes. Afterwards, you can test sellify free of charge. We are looking forward to your request.
"With the CRM from business//acts, we are taking the holistic approach to support. The application's ease of use ensures a high level of acceptance among our users."
Managing Directorabcfinance GmbH
„business//acts has responded precisely to our individual requirements. Features such as a quotation configurator or a planning module for article sales simplify the creation of quotations and enable exact purchase disposition. Even mobile working with sellify//onTour is a "killer feature"!"
Division Manager Sales Coordinationsecunet
„With sellify we can act and react in a uniform, transparent and fast way. We are looking forward to a further, long-term and constructive cooperation.“