Pepper has both CRM and portfolio management capabilities, and having both pieces consolidated is extremely powerful. It makes building out workflows at a deal level straightforward and easy, and its analytics capabilities allow for dynamic reports to keep track of holdings at every level and metric.

The CRM is easy to navigate through and has lots of functionality, and as our business grows, we continue to add to it. The interface is customizable to our company needs and very easy for new employees to grasp. It is important for our employees to be able to pull information in real-time and be able to store all necessary information within the system and retrieve it when necessary. All the items that are important to us are linked together (contact information, important portfolio information, notes etc...). We can jump from page to page, pulling important information that helps are our business in real-time, which is vital for our success. In addition to the ease of connecting all critical information, the Pepper team has been great to work with for any additional functions we require; the process has been straightforward and helpful to our business needs.