# Captec: CRM Reviews
**Vendor:** Captec  
**Category:** [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Captec: CRM
CAPTEC CRM IS A COMPREHENSIVE MARKETING AND IR TECHNOLOGY SOLUTION FOR THE ASSET MANAGEMENT SECTOR




## Captec: CRM Reviews
  ### 1. Great for communicating with investors!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sejal M. | Software Engineering Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 10, 2023

**What do you like best about Captec: CRM?**

I like how Captec: CRM integrates its products with various technologies, such as mobile and Microsoft Outlook, to enable communication across systems and not just over one system.

**What do you dislike about Captec: CRM?**

I dislike how there is not a clear difference between the benefits of the two producs, CRM and Portal. Users might want to know which product works best in their situation.

**What problems is Captec: CRM solving and how is that benefiting you?**

Captec: CRM is solving the problem of difficulty in communication in the asset management sector. The CRM helps not only initiate conversation but also continue to build relationships.



- [View Captec: CRM pricing details and edition comparison](https://www.g2.com/products/captec-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+23%3A38%3A02+-0500&secure%5Bsession_id%5D=7eefec4c-671a-42f1-a4d9-ce8eecf6c8bb&secure%5Btoken%5D=9e97a560d177128bf505612dea53de00567c6a81728d02803957dc66ac84e2e2&format=llm_user)

## Captec: CRM Features
**Sales Force Automation**
- Segmenting
- Contract Management
- Pipeline Management
- White-Labeling

**Platform Analytics**
- Forecasting
- Reports
- Analytics

**Marketing Automation**
- Email Templates
- Email Automation
- Lead Management

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