Carta CRM
durch ListAlpha
Carta CRM is a next-generation deal and relationship management platform for PE investors
Carta CRM is a next generation deal and relationship management platform for private equity investors. Our software allows investors to originate, track and close more deals, while prioritising the most important adviser relationships. Our platform was created by investment professionals with the needs of deal teams in mind, prioritising efficiency and ease of use above data entry and manual reports.
This Carta CRM Outlook add-in allows to save contacts easily to Carta CRM without using the web interface. Simply click on the contact, add any additional information and select “Save to ListAlpha”, to upload the contact.
Please note that a valid Carta CRM subscription is required in order to use this feature. Please contact your account representative at info@listalpha.com in order to create or upgrade your subscription.
Appfunktionen
- Es kann Daten über das Internet senden.
- Diese App kann auf persönliche Informationen in der aktiven Nachricht zugreifen und diese ändern, beispielsweise Text, Betreff, Absender, Empfänger und Anlageninformationen. Andere Elemente in Ihrem Postfach können weder gelesen noch geändert werden. Weitere Informationen zur Verwaltung und Verarbeitung persönlicher Informationen finden Sie in der Datenschutzrichtlinie des Entwicklers.