Key Features

• Superior Fast Searching – An easy CRM solution that saves you time!

• Advanced Searching Including Custom Fields
  Search for contacts using many different criteria.
  
  "Look Ahead" Searching
  Find the company or contact you are looking for before you finish typing the keywords.
  
  "Distance From" Searching
  Say you plan to meet one of your contacts located in Boston, MA, and decide you want to visit all contacts in that area in one trip to save time. You could search for all your contacts that work within a certain radius of Boston, while applying other criteria to the search.
  
  Saved Searches - Sharable
  Save your search results for later, and/or share them with others.

• Saved / Shared Groups and Searches

• Company & People Groups
  Create groups and place relevant companies or contacts within them. For instance, you can keep a group of “Hot List” companies that you are following or a group of “Key People” to network with.

• Intelligent Relationship Management
  EquityTouch^® lets you see all connections between companies and people. You can include everyone involved in a specific Touch such as team members, intermediaries and employees of portfolio companies (potential and current). You get the complete picture without creating redundant Touches, saving time and avoiding data entry.

• "Fly-Out" Touch View
  Investment professionals love to multitask. EquityTouch lets you search, view and update company or contact information in one Touch while you create another Touch.
• Simple Customization
  Create custom fields for your contacts, whether companies or people. You can also specify the allowed data format for each field — for example, as currency, as a decimal or whole number, as a ratio or as text.
  
• Company and People Custom Fields
  Create custom fields for your contacts, whether companies or people. You can also specify the allowed data format for each field — for example, as currency, as a decimal or whole number, as a ratio or as text.
  
  Drag and Drop Fields On Views
  Change screen layouts directly within the browser window without painful configuration settings or opening a new window.
  
  Automatically Search Custom Fields
  As soon as you create a custom field, it is automatically added to the Advanced Searching. You can search on any field as soon as it is added.
• Web Service Integration
  Avoid data entry and save time by importing data directly into EquityTouch from D&B, Dow Jones, Bureau van Dijk (BVD), and Hoovers. Stay up to date on the people involved in deals by associating people to LinkedIn profiles. Search Google, Twitter and Yahoo from directly in EquityTouch!
  
• Integrated with Microsoft Outlook Exchange
  Email, calendars, and contacts created in one application — EquityTouch or Outlook — can be quickly and securely transferred to the other. This saves time, avoids redundancy, reduces data entry and eliminates potential errors.
• Financials
  Customizable financial history. You determine which financial information is important to track (i.e. Revenue, EBITDA, Net Income, Average Stock Price, etc.)
• Statistics
  Track who is contacting whom, how, how often, and with what results. Statistics are updated dynamically. Touches are sorted by type and linked to the dynamic data results.
• Reports
  Ready-to-run reports support the vast majority of alternative asset CRM reporting needs. Based on predesigned templates, the reports are available in Excel, Word and PDF formats. Can’t find the specific report you need? Ask us to design a custom report for you.
• Virtual Users and Delegates
  You have the option to delegate another user to “act” as you, enabling others to enter information for you easily.
• Document Management
  Upload documents related to companies and/or people, enabling you to share information with other users.
• Keyboard Shortcuts
  Power users can execute commands faster with fewer mouse movements.