Developer of contact relationship manager (CRM) software. The company's contact relationship manager (CRM) software provides a comprehensive business management and compliance assurance tool along with leveraging the power of enterprise applications, enabling financial brokers, insurance and financial companies to accelerate and improve the quality of their services using easy to use top tier supporting tools.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Jon Finkelstein | Founder and Chief Executive Officer |