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Das Bild zeigt einen modernen Büroraum. Das Bild zeigt einen modernen Büroraum.

sellify in the financial world.

DICP about sellify.

Deal and fund management with sellify!

"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.

"sellify was ultimately the only tool that could offer us all possibilities."

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.

"For small and medium-sized companies sellify offers a CRM with some "+ functions"."

"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.

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Customizing with sellify.

"While the classic CRM functions are retained, we were able to further develop the functionality natively and above all practically according to our wishes and in consultation with business//acts. This resulted in a tool for us that now covers much more than a simple CRM: deal management, fund administration, investor relations, communication within the team, transparency in correspondence and much more!"

Learn how sellify can help in the financial services industry here!

M&A / Private Equity sector solution

sellify simply makes your company more efficient.

Functions.

With sellify, you can handle all the tasks of everyday office life on the side and thus have more time for what is really important: your customers, prospects and business partners.

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Modules.

Discover many useful extensions of our sellify standard software. You can configure our sellify modules as required.

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Individualization.

Adapted design, new functions, interfaces to third-party systems and much more. We customize sellify exactly according to your wishes.

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Test sellify now for free.

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.

Make an appointment now

More customer reports.