The CRM
Short answer: CRM in the left menu is INVESTOR PORTAL PRO’s AI-first CRM. It comes with INVESTOR PORTAL PRO — there is nothing extra to buy. You talk to it like a colleague; it does the record-keeping.
CRM in the left menu is INVESTOR PORTAL PRO’s AI-first CRM. It comes with INVESTOR PORTAL PRO — there is nothing extra to buy. You talk to it like a colleague; it does the record-keeping.
- CRM Dashboard — war-room gauges, forecast, pipeline, likely-to-close, today’s timeline
- Today — briefing, Morning Reveal, who to call, Commitments (promises you made)
- Pipeline — all deals, likely to close, churn watch, upsell radar, the stage board, forecast, deal rooms
- Relationships — contacts & companies, communications, support tickets
- Schedule, CRM Insight, CRM Finance (accounting and cashflow), Automation, Coaching
- Ask Abra — a new chat, or the `⌘K` command palette
Shared data: every LP in INVESTOR PORTAL PRO is added to the CRM book as a Customer the first time you open the CRM, tagged `theia-lp`, with their fund, invested amount and distributions in the notes. INVESTOR PORTAL PRO stays the source of record for investor money; the CRM adds the relationship work.
The CRM follows the portal’s light/dark mode and palette.
Try it in the free demoTalk to us