Whitepaper

Beyond CRM

As an asset manager, you need a CRM that goes Beyond and addresses your industry-specific needs.

Pepper is designed to handle all aspects of the CRM lifecycle

Pepper has a complete CRM platform offering, including:

Deal overviews, with information such as deal type, associated contacts, commitment size, and deadlines
Deal-specific note-taking capabilities
No-code sheets with workflow automations
Activities tracker directly synced to your calendar
Unlimited document storage, able to be linked to Microsoft Office, Google Drive, and more
Direct eMail syncing, from your inbox directly into the platform
Image and video housing
Real-time access to each deal's underlying funds and directs, as well as your live asset library

Why CRM is not a commodity if used with imagination

How a CRM can be used in creative ways to improve customer experience and drive growth.

Interested? Book a free demo to walk through our CRM platform

Pepper provides a spectrum of high-performance

We strive to seamlessly combine state-of-the-art technologies with business experience, offer value to the finance industry and ensure a good return on investment.