Integrations
Swap manual processes for automated workflows so your team can focus on building greater value for your firm and investors.
Automate workflows and streamline critical processes - all fully customized for your firm.
Build long lasting investor relationships and communicate using your preferred tool. Track actions automatically in InvestNext.
Integrate InvestNext’s platform with your favorite business applications to create seamless workflows.
Access custom integrations with every InvestNext plan. Connect to thousands of apps with our Zapier integration to automate workflows and streamline your processes.
Connect your email inbox directly with InvestNext to manage communications in your preferred system. Communications and actions are tracked and stored in the InvestNext CRM via a two-way sync, ensuring you don’t miss a single touchpoint with your investors.
“My positive experience with InvestNext was anchored in its user-friendly interface, robust distribution capabilities, cost-effectiveness, and exceptional support.”
Natalia Linchenko | TAG SLC
Cultivate trusted relationships, build credibility and enhance investor satisfaction - all while saving time through automated workflows.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
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