Cash Flow Portal CRM
Modernize your networking with digital business cards.
Digital business cards provide a modern, eco-friendly way to share contact information via QR codes. Enhance your networking and keep your CRM up-to-date with direct integration into our investor portal.
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
Your partner in investment management
Customizable and shareable directly on your device
Create a personalized digital business card that perfectly reflects your brand. Customize it with your logo and contact information, then share it via QR code from your phone, making connecting with new contacts both convenient and quick.
Native to Cash Flow Portal
Our digital business card solution integrates with the existing Cash Flow Portal workflow. As a native feature, it eliminates the need for third-party integrations, ensuring a smooth and consistent user experience while managing all your networking tools in one place.
Mutual sharing of contact information
When you share your digital business card, new connections are prompted to respond by sharing their contact information. This feature simplifies the process of expanding your network, ensuring you gather valuable contact details from every interaction.
Cash Flow Portal CRM integration
All shared contact information is automatically integrated into our CRM. This integration keeps your database up-to-date, organized, and readily accessible, allowing you to focus on relationship building and driving business growth.
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