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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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