Bodic CRM 360°

All your relationships in one CRM

• A single golden source
• Connection to your existing tools
• Zero double entry

Update Bodic directly from Outlook

• Create your activities (email, call, meeting, note)
• Link them to the right Contact / Account in 1 click
• Bodic CRM is not too intrusive, you choose the content you share to the CRM via our add-in

A CRM designed for investment teams' daily work

• Contacts linked to multiple funds / participations
• Precise Gatekeepers & roles management
• Complete interaction history
• Groups and rights management

Brevo integration – improved synchronization and control

• Add or remove contacts from Brevo lists directly from BODIC
• Filter contacts by Brevo list membership
• Visibility of Brevo sync status, list ID, and last synchronization date
• Workflow to resolve unmatched contacts and create CRM records from Brevo data
• Select which Brevo lists to synchronize, with admin-level control

Advanced search engine

• Exact matches prioritised first for the most relevant results at the top
• Multi-object search (contacts, accounts, opportunities…)

Outlook Add-in

Push the emails and meetings you select into the CRM, and edit Contact and Account records from Outlook, with no invasive access to your mailbox. Each user chooses what they share with the rest of the team and stays in full control of their data.

• Send selected emails and meetings to the CRM
• Edit Contact and Account records from Outlook
• No invasive access to your email inbox
• Each user chooses what they share and stays in control of their data