Relevant CRM™

If you’re looking for a pure front-office solution, Relevant CRM fits the bill. This web-based system provides your team with an array of tools to conduct all Deal Management, Fund Raising, and Contact Management activities.

Built on top of Microsoft Dynamics CRM, Relevant CRM is the perfect match for Private Equity professionals who depend greatly on Microsoft Outlook to manage their hectic work tasks. Its seamless integration with Microsoft Outlook enables users to use Relevant CRM directly through the Microsoft Outlook user interface as well as share data with Excel, Word and PowerPoint seamlessly. Emails can be tagged to any, deal company, investor, account, or contact and all subsequent related emails are automatically integrated into Relevant CRM as activities. Before traveling, you can even “pack and go” to run Relevant CRM on the road with your local copy of Outlook!

Launch Flash demonstration