Bodic Apps
Bodic CRM 360°
All your contacts (IR, deal flow, M&A, operating partners, lawyers, advisors…) in a single CRM, directly connected to your mailbox.
360° view of your ecosystem
Manage your investor relationships & participations
360° view of your contacts
- Outlook & Brevo synchronization
- Smooth interaction management
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
Access all your data via Business Intelligence
- Tracking of new contacts & accounts
- Complete activity traceability
- Dashboards to guide meetings & decisions
The CRM your teams will actually use
Discover BODIC CRM
Bring order to your contacts
We can help you migrate your Excel files and CRM exports into a live Bodic CRM 360 base in a matter of weeks.