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 & Brevo synchronization
- Smooth interaction management
- Multi-object search engine
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
- 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
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.
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 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. The Chrome Extension and Outlook Add-in are operational from day one — your teams adopt the CRM without changing their habits.