CRM Navigation (Release Notes)

3.20.2020 | CRM Navigation | New Feature

Thoughtfully Designed CRM

One of our missions at IMS is to help clients scale their business and increase productivity. The newly redesigned CRM provides Sponsors quicker access to the information they care the most about. The enhanced CRM puts the information you need most at your fingertips. Newly designed left hand navigation provides important investor information in a single view.

 

Included in this release:

  • New CRM layout and design 
  • Default tab now lands on Investments 
  • New left hand navigation 
  • Ability to filter investments by Investment Profile 
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