Bodic CRM 360°
All your contacts — IR, deal flow, M&A, operating partners, lawyers, advisors — in a CRM built for funds, connected to your mailbox, your browser and your marketing tools.
Manage your investor relationships & participations
360° view of your contacts
- Outlook synchronization
- Smooth interaction management
All your relationships in one CRM
- A single golden source
- Connection to your existing tools
- Zero double entry
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
- Segmentation by fund, geography, roles and Brevo marketing list membership
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
And that's not all
AI-powered account summaries, e-signature, built-in Business Intelligence, a browser extension, history import... Bodic CRM evolves every month. Browse the What's new section to discover the platform's latest additions and what's coming next.
An app designed for every screen
Bodic CRM is a responsive Progressive Web App: the same experience on desktop, tablet and mobile.
The interface automatically adapts to screen size. Contact profiles, activity history, search and the dashboard are accessible on any device — no native app to install.
- Full desktop view with sidebar, global search and dashboard
- Optimised tablet view for in-meeting consultation
- Compact mobile view for travel and LP events
Access all your data via Business Intelligence
- Tracking of new contacts & accounts, by fund and by team
- Complete activity traceability, consolidated in real time
- Dashboards to guide IC, IR meetings and decisions
- CRM data feeds Power BI dashboards directly via the Bodic Golden Source
Connected to the entire Bodic ecosystem
Bodic CRM is not a standalone tool. It feeds and is fed by the other Bodic Apps modules.
The latest updates
Bodic CRM 360 keeps evolving. Here are the main additions in the latest version.
Bodic AI: express summaries of your accounts
In one click, Mistral AI summarizes the state of exchanges with an LP or a target in seconds, based on all account activity: emails, meeting minutes, comments. The documents used are cited as references below the summary.
Bodic BI: your Business Intelligence, without any external tool
A fully integrated Business Intelligence module, developed in-house and built on the Apache ECharts library. Build your dashboards directly in the tool, with your colors and your KPIs, with no dependency on any third-party solution.
Bodic Sign: e-signature in the LP portal
Your LPs electronically sign their subscription agreements during onboarding, then during your consultations (LPA amendments, surveys and more), without leaving the portal.
E-signature powered by DocuSign
Bodic Sign builds on integrations with established signature platforms such as DocuSign: run and track your LP signature campaigns directly in the CRM, with sequential multi-party signatures and centralized tracking.
Redesigned Fund page & new KPIs
The Fund page is fully redesigned: new key indicators, up to 8 key lifecycle dates and target objectives.
Fund pipeline & Deal Flow
Track your fundraising pipeline and Deal Flow at a glance with dedicated pipeline views, by stage and by team.
New Activities experience
A "My Activities" view with preconfigured filters and metrics, plus automatic transcription of Outlook (.MSG) emails.
Streamlined creation
Creation modals (accounts, funds, LP opportunities, deals) are pre-filled and offer intelligently filtered lists.
French accounts enriched automatically
For French accounts, instantly retrieve SIRET, SIREN and VAT numbers via the public data.gouv API, with Country › Region › City geography.
Brevo marketing campaigns & search
A new Marketing menu gives access to contact lists and Brevo campaigns, with enhanced multi-field search.
Custom fields
Create your own fields on accounts, contacts, funds and opportunities to fit your processes.
Chrome extension: your CRM without leaving your browser
Search for a contact, enrich an account or capture a LinkedIn profile straight from your browser, without going back into the CRM.
Chrome Extension — access the CRM without leaving your browser
A side panel that opens your business AI agents and CRM in 2 clicks, while you browse.
CRM without even thinking about it. Bodic is accessible while you browse the web, via a side panel on the right of your browser. Your business agents are always one click away.
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. The Chrome Extension and Outlook Add-in are operational from day one — your teams adopt the CRM without changing their habits.