Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ideal PRM software designed to enhance your partner network experience significantly. Empower your partners to easily register deals, manage leads, access content, and collaborate in real time, among many other functionalities. Partners can engage in each deal by adding notes and documents as progress unfolds, fostering better communication. They also have the capability to submit new deals directly through our platform or integrate with their CRM, with our system efficiently identifying duplicates for seamless approval or rejection. You can monitor all current and historical deals from one centralized location, allowing you to set specific timelines for your partners to adhere to. Automated notifications will assist them in staying on top of their deadlines, ensuring nothing slips through the cracks. Additionally, Elioplus PRM streamlines the lead distribution process to your partners effortlessly. You can either upload new leads or import them from your CRM or marketing automation tool, facilitating a smooth transfer to your partners. Furthermore, this software not only simplifies collaboration but also enhances the overall efficiency of your partner network.
Description
Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Altvia
No
Apex
No
Box
No
Dropbox
No
Gmail
No
Google Calendar
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft SharePoint
No
Raylu
No
Integrations
Altvia
Yes
Apex
Yes
Box
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Raylu
Yes
Pricing Details
$298 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Elioplus
Country
Greece
Website
elioplus.com
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
Channel Management
Campaign Management
No
Channel Analytics
No
Incentive Management
No
Inventory Control
No
Lead Management
No
Opportunity Management
No
Order Management
No
Partner Management
No
Product Management
No
Reseller Management
No
Lead Generation
Contact Discovery
Yes
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
Yes
Visitor Identification
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No