SS&C Tier1

Tier1 Inbox integrates directly with Outlook to streamline CRM workflows for sales, trading, corporate access, and corporate and investment banking teams. Eliminate application switching, boost productivity, and ensure seamless client engagement tracking - all within the tools you already use.

Mass Email Distribution

• Send sales, research, corporate access invitations, or market updates to lists. SS&C Tier1 validates your email has a list selected before sending it.
• Track opens, link clicks, and other metrics to optimize outreach.

Search

• Search across contacts, accounts, client interests, call reports, deals, events, and records from any configured custom objects.
• Access data in real time to prepare for client meetings or follow-ups.

Contact and Account Management

• View who covers each account, recent interactions, active deals, events, notes, files, and any configured custom objects.
• Navigate to the contact or account view by clicking on the name from a search result or a matched email.
• View basic information in the header such as name, title, account, phone, mobile, email, RAG flags, and priority status, and perform contact actions.

Log Emails

• Quick log an email as a call report with preconfigured default configuration. SS&C Tier1
• Log with Tier1 call report form with prepopulated data from email.

Log Calendar Meetings

• Quick log a calendar with preconfigured default configuration.
• Log with Tier1 event or call report form with prepopulated data from calendar.

Other

• Create any records in CRM with new menu.
• Match emails against contacts in CRM and quickly add them contact does not exist.

Additional Information

• SS&C Tier1 requires a paid Tier1 subscription and a Salesforce CRM license. Send us a message at info@tier1fin.com or call us at (800) 833-3626
• Works in Office365 for Web and Windows with Edge Web2View2