Work smarter and faster in Monitor
Work smarter and faster in Monitor
Investor Relations should not be about time-burdening administrative work. CRM Pro unlocks more automation and AI-features in Monitor.
PRODUCT OVERVIEW
CRM Pro
An add-on to Monitor, built to save time and provide more insights
For UK clients, CRM Pro is included in Monitor.
Auto Logging Calendar to CRM
Add meetings to your usual calendar, and regardless of your email software, they will be automatically synced with Monitor’s CRM, which creates events link them to the correct investors.
Auto Logging Calendar to CRM
Add meetings to your usual calendar, and regardless of your email software, they will be automatically synced with Monitor’s CRM, which creates events link them to the correct investors.
Auto Logging Calendar to CRM
Add meetings to your usual calendar, and regardless of your email software, they will be automatically synced with Monitor’s CRM, which creates events link them to the correct investors.
AI Import of Roadshow Itineraries
The results are seamlessly integrated to Monitor, connected to your CRM and targeting lists. Results are also delivered in tailored reports.
AI Import of Roadshow Itineraries
The results are seamlessly integrated to Monitor, connected to your CRM and targeting lists. Results are also delivered in tailored reports.
AI Import of Roadshow Itineraries
The results are seamlessly integrated to Monitor, connected to your CRM and targeting lists. Results are also delivered in tailored reports.
Investor Feedback though Monitor
Enable the investors you wish to provide feedback after meetings. The feedback can easily be reviewed in Monitor's CRM.
Investor Feedback though Monitor
Enable the investors you wish to provide feedback after meetings. The feedback can easily be reviewed in Monitor's CRM.
Investor Feedback though Monitor
Enable the investors you wish to provide feedback after meetings. The feedback can easily be reviewed in Monitor's CRM.
AI Notetaker - Meeting Summaries and Transcripts
Record meetings and automatically get transcripts and AI summaries connected to the meeting and investor in Monitor’s CRM.
AI Notetaker - Meeting Summaries and Transcripts
Record meetings and automatically get transcripts and AI summaries connected to the meeting and investor in Monitor’s CRM.
AI Notetaker - Meeting Summaries and Transcripts
Record meetings and automatically get transcripts and AI summaries connected to the meeting and investor in Monitor’s CRM.
Send Outreach Emails Directly From the Platform
Save time and get an organised overview by sending emails directly to investors in the Monitor platform.
Send Outreach Emails Directly From the Platform
Save time and get an organised overview by sending emails directly to investors in the Monitor platform.
Send Outreach Emails Directly From the Platform
Save time and get an organised overview by sending emails directly to investors in the Monitor platform.
Book a CRM Pro demo
We are happy to answer any questions, or schedule a short meeting to show how CRM Pro can benefit you.
Fill out the form, and we’ll get back to you.
Book a CRM Pro demo
Book a CRM Pro demo
We are happy to answer any questions, or schedule a short meeting to show how CRM Pro can benefit you.
LEARN MORE
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