Investors and Supervisors Management

In Investors and Supervisors Management

Thorough, personalized and organized contact records store all your important information on every investor and supervisor so you can quickly find their information to build rapport. Our expansive contact database allows you to keep a consistent and up-to-date record of every investor and supervisor who enters your system. Smartbuilders CRM investor module allow you to view their investment history, investment score, ROI and payout history, engagement history, account activity, invested project progress history reports and more, all in one place.