Invest2CRM to Enhance Customer Relations for Investment and Portfolio Firms
Invest2CRM, developed by ATP Digital on the Microsoft Dynamics 365 platform, is an innovative customer relationship management (CRM) software designed to enhance customer relationships and boost profitability for investment and portfolio companies.
Tailored specifically to meet the needs of investment and portfolio companies, Invest2CRM works seamlessly with other Dynamics 365 solutions. This robust integration enables companies to efficiently manage every step, from individual and corporate sales processes to portfolio management.

Advantages of Invest2CRM
360-Degree Customer View:
- View customer account details, sub-accounts, monthly profitability rates, and financial history on a single platform.
- Instantly analyze communication preferences and financial data from other companies.
Efficient Team Collaboration:
- Bring your diverse teams together on a unified business solution for a more cohesive work environment.
- Optimize sales and portfolio management processes to save time.
Enhancing Customer Relationships:
- Enables your customer representatives to manage customer relations more effectively.
- Increases customer satisfaction and fosters loyalty.
Marketing Efficiency:
- Utilizes CRM features to make customer data meaningful and optimize marketing activities.
- Creates more personalized campaigns to improve conversion rates.