No matter if handling information regarding investors, analysts, journalists, or other stakeholders, contacts are one of the most important assets of a company. Managing these contacts while also retaining the highest levels of security is crucial. In contrast to other client-focused CRM tools on the market, the EQS CRM module is designed specifically for Investor Relations and Communications Managers and their daily needs.
Import and export your existing contact lists from/to Microsoft Excel.
Search for contacts based on custom criteria.
Registration forms on your IR website allow contacts to automatically add themselves to the CRM.
The system protocol automatically tracks all your actions.
The system ensures that each contact is only logged in the CRM once and can perform record merges in the case of duplicative data.
The EQS CRM is seamlessly integrated into the EQS COCKPIT. It is also connected with other EQS COCKPIT modules to ensure you get the highest level of workflow efficiency.
- Broaden your newswire reach by sending releases to your personal contacts with one click.
- Set up individual mailings to address individuals pre-created contact lists (e.g. analysts, media).
With the relaunch of the new EQS COCKPIT later this year, the CRM module will be enhanced with new key functionalities, making contact management much more easy and efficient.