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CRM – contact management for investor relations

The CRM module in the new EQS COCKPIT is specially designed to meet the needs of investor relations managers.

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Efficient contact management is vital

Whether investors, analysts or journalists, contacts are one of the most important company assets. Efficiently managing these contacts is the basis for successful investor communication. In contrast to classic CRM tools, our CRM module focuses entirely on the needs of investor relations managers.

Functions that make contact management easy

Manage your contacts, assign notes, input tasks, attach documents and track conversations. Comprehensive search functions enable you to search for contacts.

Create custom contact lists that you can use later to send mailings, disclosure requirements and company notifications.

Import your contact lists from Excel to ensure quick and seamless data transfer into CRM. Export is also possible at any time.

Prospective customers are automatically included in the CRM via contact forms on your website.

All CRM functions ensure GDPR-compliant contact management.

Seamless integration with the EQS COCKPIT

The CRM module forms part of the EQS COCKPIT to ensure maximum efficiency for your IR workflows:

  • When sending corporate messages in Newswire, you can also navigate to your contact lists.
  • With the Disclosure module, you can also supply your contacts with regulatory news.
  • With the Mailing module you can send individual and personalized newsletters and mailings to your distribution lists (e.g. analysts, investors, journalists and more).
  • In the Investors module you can identify investors and transfer these into CRM.

Contact us!

Adam Kulezsa

Adam Kulezsa

Business Development Manager
+44 20 3141-3940

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