Work Rooms

Close deals faster with our all-in-one CRM to portfolio management tool.

You waste time:

  • Standardising the deal process
  • Gathering compliance info
  • Reporting on progress

This solution will help you:

  • Maximise deal flow
  • Automate compliance
  • Achieve real-time visibility across portfolios
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What our customers say

Full CRM

Collect & nurture targets, from un-researched leads to closed deals, without updating Excel spreadsheets.

Dashboards & Analytics

Visibility for partners on deal status, risks, demographics in real-time, without losing granularity.

Automated Risk Register & Due Diligence

Close deals faster without breaching compliance. Maintain an audit trail without trawling through emails.