Product Update:
SUBSCRIBE’s Enhanced Salesforce Integration
The integration allows GPs and LPs to manage investor data across systems effortlessly
with a powerful bidirectional and object-agnostic sync protocol.
Product Update: SUBSCRIBE’s Enhanced Salesforce integration is here!
Introducing our enhanced Salesforce integration, allowing both fund managers and fund investors to sync and update invites, data, order status, and documents automatically across both software.
With a few simple steps to set up – the integration unlocks new possibilities for streamlined workflows and enhanced collaboration as fund managers and fund investors can now:
- Sync critical data and docs seamlessly between platforms
- Simplify the invitation process for LPs to start the subscription process
- Save time spent on duplicative data entry
Set up a demo to learn more about Salesforce integration today.
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
