CRM Overview

This is a complete overview of the IMS Contact Relationship Manager (CRM) functionality. To get more in-depth information about a particular feature or workflow of the CRM, follow the additional links provided.

A. CRM is used in IMS to not only keep track of investors and prospects, but also to view their investments, manage their documents, and provide a comprehensive place to store investors’ information. The CRM ties the investor or entity to all investments and activities within IMS.

B. Under the “Contacts” section in the CRM you will find all investor/investment vehicle information.

1. Adding a Contact: The “Add a Contact” button is used to add individual profiles and investment vehicles to the CRM. It is important to note that while all investment entities require the connection of an individual profile in order to appear on the Investor Dashboard, Joint Account profile types require the creation of two unique individual profiles.  
   • You also have the option to click into an investor profile for more information and editing purposes - please view more information on this in the CRM Contact Profile Overview. 
2. Relationship Value/Direct Investments: Direct Investments will show the total value of investments placed by that specific profile. Relationship Value includes investments that have been placed by any related investment vehicles.
3. Export Banking/Tax Information: This sensitive export can only be pulled down by administrators who have been appointed with SDA (Sensitive Data Access). The report will contain unmasked tax ID numbers and bank account details.
4. Advanced Search: This feature allows for more detailed searches and filtering of the CRM. You may have up to five fields at once while using Advanced Search.
5. Signing In as an Investor: Admins can masquerade as an Investor and login to the Investor Portal to see the investor’s view of the portal. This is view-only access and admins will not be able to adjust the profile or bank accounts, nor will they be able to place investments.  Note: It is important to log out of the profile when you are done masquerading as the investor.
6. Inviting Investors to the Investor Portal: This is only available for investors with the Invite Status of ‘Waiting.’

C. Email Campaigns: This allows you to create, send, and view bulk emails to investors in the CRM. IMS also offers BCC integration to allow for email correspondence to investors outside of the system to be tracked.

D. Soft Commits: This feature allows you to create a new opportunity and invite Investors to submit their interest in the opportunity.

E. Segments: This will allow for the creation of groups of contacts that fit a defined condition.

F. Activity Log: This is a log of updates to the investors’ profile either from the admin end or the investor portal. It only tracks information related to investor activity.