TheNextRound Contact Management and CRM solution allows you to manage and track relationships among various entities such as family members, service providers, fund managers, portfolio companies, advisors, gatekeepers, etc.
Contact Profile Screen
Track contact information and employment history. Also categorize contacts and assign ownership.
Tracks multiple addresses, phone, fax, and email addresses
Provides historical tracking of contact history when contacts change companies
Allows users to categorize and group contacts both at an individual contact level and at a global level through a Contact Category Management tool
Includes the ability to assign company specific roles for contacts
Allows users to assign ownership to contacts for one or more internal users
Provides comprehensive search screens for searching documents, contacts and companies
Provides seamless integration with MS Outlook for automatic tracking of outbound and inbound email, letters, memos, faxes, calendar events and reminders when sent directly from Outlook
Provides two-way synchronization with Outlook contacts
Full integration with MS Word and Excel for mail merge functionality
Provides document storage for all file types and sizes utilizing drag and drop technology
Provides document version control with check-in/check-out functionality
Document Mgt. Screen
Track documents and assign security access. Perform revisions using versioning functionality.
