InterAction+

Tools for managing strategic accounts and key relationships

Automatically log and track client interactions and communications

Advanced analytics and intelligence features for CRM insights

Uncover new and cross-sell opportunities that deliver competitive advantage

Track and manage business development opportunities

Calendar integration and activity logging to simplify gathering up-to-date client information

Manage legal matters and associate them with clients and contacts

Get a complete snapshot of all firm interactions with individual clients and contacts

Cloud-based on-demand version of InterAction

Access client data from anywhere and at any time with secure cloud-based environment

Adheres to global compliance standards surrounding data privacy and security

Access to curated content and intelligence for relationship management

Receive integrated information from internal sources (time and billing, accounting, HR, Personal Information Managers) and external intelligence

InterAction Contact Verifier ensures accuracy and currency of contact information

Company profile data subscription service for InterAction

Corporate intelligence data subscription service for InterAction

Specialized module for InterAction for investment banking firms

Specialized module for InterAction for private equity firms

Specialized module for InterAction for venture capital firms

Enterprise server infrastructure for InterAction deployment

Integrate with firm third-party managers such as personal contact managers, human resources, time and billing systems, Microsoft Active Directory, and LDAP

Integrates with IBM Lotus Notes software for broader compatibility

Integrates seamlessly with Microsoft Office Outlook messaging software, allowing users to access client data directly from their email client

Mobile access to InterAction CRM functionality

See which people in your firm know and have interacted with a contact to identify who can make introductions

Organize and manage personal and firm notes for each contact

Automatically notify users when someone in the firm interacts with or updates information about key contacts

Professional consulting services for InterAction implementation and optimization

Track and manage client engagements and project matters

Automatically reveals strategic relationships to help eliminate missed opportunities

Visual mapping of relationships between contacts and firm members

Determine who else in your firm knows a contact and the nature of their relationship

Surface hidden and weakened connections with an at-a-glance dashboard that reveals clients at risk to mitigate revenue loss

Search for contacts and view contact information quickly and easily

Comprehensive training programs for InterAction users

View contact information, mutual connections, dealings with firm colleagues, upcoming meetings and personal/firm notes without leaving your inbox