Prospects, investors and opportunities
all in an easy and intuitive interface.

Dedicated Cloud CRM for Funds

Tailored For funds

Why ProFundCRM?

ProFundCRM is a CRM platform that allows users to see, enter and evaluate all of your fund’s relationships.

Prospects, investors and
opportunities — all in an easy and intuitive interface.

The ProFundCRM is only available to clients of ProFundCom Marketing Automation.

30+

Fund managers

$870M

Assets under management

9

years since first release

Seize the moment

Take a step forward to empower your fund. Find out the advantages of cloud-hosted and on-premise solutions and choose the right one for your business.

FEATURES

Fully integrated business suite

ProFundCRM integrates feature rich applications to help run your fund at it’s best.

Reap the benefits

Skyrocket your sales, transform marketing strategy and deliver an exceptional customer experience with ProFundCRM.

OUR CLIENTS

Trusted by Global Financial Institutions

CONTACT US

Explore the benefits today

Skyrocket your sales, transform marketing strategy and deliver an exceptional customer experience with ProFundCRM.

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About Us

With offices in London, New York and Geneva, we work exclusively for the financial services sector – helping some of the world’s largest financial institutions, as well as boutique advisors. The ProFundCRM platform gives unparalleled insights into a companies’ funds, prospects and investors and proactively helps to identify opportunities to both raise and preserve AuM.