Innovest today launched Innovest CRM, a cloud-based customer relationship management business solution powered by Microsoft Dynamics.
Through integration with Innovest's flagship offering, InnoTrust, Innovest CRM supports viewing account data, transactions and positions, posting distributions, and maintaining contact records. Information is seamlessly transferred between InnoTrust and Microsoft Dynamics.
"We're very excited to launch Innovest CRM, furthering our commitment to providing tools that help our clients acquire new business and manage existing customer relationships," said William Thomas, Innovest's CEO, in a statement. "Innovest CRM is an intuitive and robust management tool that helps firms provide service to clients, streamline operations, and surpass business goals."