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A global CRM

CV4 software enables users to centralize contacts for both companies and people of their ecosystem involved in Private Equity or Alternative Investments

Discover our global CRM

Benefit from a shared base

Consolidate all information among users and avoid the dispersion of data across different sources. Also, integrate and share all your documents.

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Track your relationships

Monitor all interactions with your contacts, whether meetings or emails. Easily retrieve the history of your relationships with both individual and corporate contacts.

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Meet regulatory requirements

CV4's centralized CRM allows you to quickly access information and respond to regulatory requests, supported by the CV Analysis reporting tool.

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Visualize your ecosystem

Easily view all the connections of your contacts, whether individuals or entities, within the application to quickly understand their roles in your business.

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Manage your workflows and track your actions

Easily monitor your activities with our features dedicated to tracking workflows and actions. Reminders also ensure precise and thorough follow-up.

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Integrate your management with Outlook

Take advantage of a seamless integration with Outlook to quickly import email data into CV4. This integration streamlines the use of your tools on a daily basis.

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Benefits of CV4's CRM

Whatever your role in Private Equity and alternative Investment, you can benefit from the advantages of CV4's CRM

Benefits of CV4's CRM

Data reliability

Centralized, shared repository

Benefits of CV4's CRM

Response to regulatory requests

Effective integration with Outlook

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