Contact Management

Pinpoint Intelligence IRM – Investor Relationship Management

Pinpoint Intelligence IRM manages contacts, distribution lists, individual and meeting call logs, and email broadcasts.

Pinpoint Intelligence IRM is synchronized with all Data Channels and WebCenter/360 activity to effortlessly deliver all available information about a specific contact. Internal (staff, executives) and external (analyst, investors), phone conversations, meetings and other events can be documented ("logged") and automatically associated and cross referenced with specific contacts. It also allows the user to email to both individual contacts and groups and will track the emails' results – read detection, click-throughs - and associates results with specific contacts.

Pinpoint IRM includes:

Create and maintain contact distribution lists
Easy import of current CRM lists
Investor profile with auto updates from additional Pinpoint Intelligence data channels
Integrate your IRM lists with MS Outlook
Email broadcasting to individual and groups with read detection and attachment traffic monitoring
Call and meeting scheduling and notes
Run reports on meetings and calls
Assign keywords to calls and meetings to categorize them for fast search and cross-referencing
Create and monitor tasks
Synchronizes with WebCenter/360