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!

To see the full breath of Relevant EquityWorks private equity core modules, add-in components and optional products, launch the Flash demonstration now.

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Learn more about the Relevant CRM private equity solution

Relevant CRM Private Equity Modules

Deal Management
Relevant CRM’s Deal Management module streamlines your complete private equity deal management process, including identification and qualification of prospective LPs, enabling you to better track pre-deal conversations, collect and process deal flow, and hold more efficient approval meetings. Now you can manage professional fundraising campaigns, moving prospective LPs through the commitment process systematically, while tracking all conversations, issued PPMs, and next steps. You can even import investor details from leading sources, while complying with local securities regulations. With a dramatically improved workflow, your private equity deal team is free to focus on more profitable activities.

Fund Raising and Investor Relations
Relevant CRM’s Fund Raising & Investor Relations module raises the bar for professionalism and efficiency for all your marketing, fund raising, and investor relations activities. Leveraging Relevant CRM’s Microsoft integration and comprehensive investor tracking tools, you can easily launch marketing and fund raising campaigns. And it’s easy to get answers to LP Fund & Portfolio Questions with fast and easy access to on-screen Capital Accounts enabling you to respond quickly to LP inquiries and build a strong rapport with your investors.

Contact Management
Relevant CRM’s Contact Management module perfectly compliments your Microsoft suite of tools by enabling effortless sharing of contacts, reminders and email with Microsoft Exchange or Outlook and your RIM Blackberry. Your front-office experiences a rise in productivity by providing one centralized area in which to store contacts, interactions, and even copies of correspondence stored in Relevant CRM.

Relevant Equity Systems, Inc.

Relevant Equity Systems delivers dynamic, time-proven solutions to address the myriad challenges of the Private Equity community. From day one, we’ve worked shoulder to shoulder with some of the most influential and progressive firms in the industry. Our products reflect this through a deep and functionally rich feature set, and an intuitive design and user experience. We complement our products with highly focused professional services that help your business gain that all-important competitive edge. Our mission is clear. We bring unmatched clarity to every facet of your organization… your operations, your correspondence, your quarterly reports, your decision making… so you can achieve superior performance.