Description: CircleBlack’s own AI-powered CRM that is embedded in the portfolio management system. Provides a structured database for unstructured prospect data (emails, meeting notes, and interaction history) to improve conversion rates.
Function: Increase conversion from Lead to New Client in less time.
H1 2025
- CRM to manage leads and their conversion process into clients
- AI-generated summaries of unstructured prospect data from notes and emails