Investment CRM
Foster confidence and strengthen relationships with Quva's all-in-one CRM - simplifying onboarding, communications, and compliance.
Benefits of Quva's CRM
Quva's CRM enables companies of all sizes grow better and enables them to:
- Create and manage investor records
- View and manage investor portfolios
- Targeted opportunity distribution
- Client communications
- Seamlessly integrate with existing CRM's like Hubspot and Salesforce
CRM Features
Investor Records
Quva empowers admins with comprehensive capabilities to oversee investor records, manage applications, and efficiently approve or reject them.
Additionally, admins can update investor information, oversee compliance, facilitate onboarding processes, and monitor AML/KYC status, ensuring seamless management of investor relations and regulatory compliance.
Portfolio
Quva enables admins to seamlessly access and review investor portfolios and transactional activities.
With intuitive features, admins can gain valuable insights into investor holdings and transactions, facilitating informed decision-making and enhancing oversight capabilities for enhanced client relationships.
Promote Opportunities
Quva empowers users to customise and promote live investment opportunities to investors.
From adjusting the look and feel to adding compliance measures and uploading key documents, Quva delivers the ultimate user-experience, resulting in better engagement and investment outcomes.
Client Comms
Quva's platform enables investors to communicate securely and confidentially with administrators or investment managers.
Through encrypted channels, investors can ask questions and discuss concerns directly, ensuring privacy and peace of mind. This feature enhances transparency and trust in the investment process.
Integrations
Quva empowers users to seamlessly integrate with existing and third-party CRM tools like HubSpot and Salesforce, facilitating real-time data migration and updated records.
This integration streamlines workflow efficiency, enhances data accuracy, and enables users to leverage the full potential of their preferred CRM systems for enhanced productivity.
Made by Investment Professionals for Investment Professionals
The team transforming alternative investments
“The software development team at Quva have provided Maven with a bespoke Investment Platform that has streamlined the management of our Private Investor Network.
The Quva team worked closely with our project team to scope, develop and launch a custom-made software solution that has transformed the investment management, transaction and distribution process."
"We've had an exceptional experience partnering with Quva. Their collaborative approach and deep understanding of the early-stage space and investor requirements in our niche have been invaluable.
Quva adapted their platform seamlessly to align with our specific needs, resulting in a user-friendly, intuitively designed system that has garnered praise from our investors.
What truly sets Quva apart is their incredibly responsive customer success team, who have been instrumental in ensuring that the system not only meets but exceeds our workflow expectations. Quva's dedication to customer satisfaction is a real differentiator and has made them an indispensable partner for us."
Since the integration of Quva, our entire operational landscape has undergone a digital transformation.
From the automation of documents to a streamlined registration process incorporating the highest standards of AML/KYC compliance, our platform now stands as a secure and intelligent space for our investors, who can now seamlessly access exclusive opportunities and track performance.
Quva not only met our bespoke requirements but continues to collaborate closely with us, ensuring ongoing compliance, operational efficiency and operational resilience.
We wholeheartedly recommend Quva for their commitment to delivering and maintaining a top-level platform for both our business and our valued investor network."
“When Regional Housebuilder Homes by Carlton wanted to explore innovative ways to finance its growing residential development programme we turned to Quva to explore options.
We wanted to develop and launch an online investment platform that would allow experienced investors to invest and provide development loans to Homes by Carlton.
Our Project Team worked closely with the Quva Team to create and launch Carlton Bonds, an online investment platform that allows experienced investors to invest in a series of asset-backed bonds.
The platform provides Homes by Carlton with an innovative way to fund our growing pipeline of residential development projects."
The platform is fantastic and now an integral and paramount part of the business.”
Moreover, Quva's platform provides a secure and seamless experience for our investors, ensuring their trust and satisfaction.
Thanks to Quva, we've elevated our efficiency while enhancing investor accessibility - a partnership we value immensely."
Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
Simply fill out the form and of our digital transformation experts will be in touch.