Xpedition
Xpedition offers The Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator, a specialized CRM software designed for private equity and venture capital firms. This solution enhances Microsoft Dynamics with tailored functionalities to boost productivity and provide a unified source of truth. Key features include the FS Xcelerator Fundraising and Investor Relations App, which manages the investor journey, placement tracking, and integration with Outlook and LinkedIn Sales Navigator. The FS Xcelerator Deal Flow Management App centralizes investment views, automates workflows, and provides real-time reporting. Additionally, the FS Xcelerator KYC and Onboarding App streamlines compliance with customizable screens and PowerBI insights. Xpedition’s CRM platform integrates seamlessly with Microsoft and third-party applications, optimizing investor relations and deal management.
Website: https://www.xpedition.co.uk
LinkedIn: https://www.linkedin.com/company/xpedition/about/
- Specialties: CRM, ERP, Financial Services, Private Equity, Wealth Management, Cloud Migration, Dynamics 365, Power Platform, Azure, Data Consultancy, Cloud Analytics, and Rapid Insights.
- Xpedition integrates with Microsoft Dynamics 365, Microsoft Outlook, Preqin Data, LinkedIn Sales Navigator, and PowerBI.