Is it a CRM?

Is Zapflow a CRM?

Zapflow is a CRM with more value and a lot more features compared to sales CRM. Traditional CRM manages simple processes with a relatively small number of stakeholders. A lot of operations in the investment industry such as deal flow management, fundraising, exit processes and portfolio monitoring require much more than sales CRM can deliver. Zapflow eliminates manual work, clutters and unnecessary time-consuming tasks. Some of the benefits are improved performance, enhanced relationships, higher results at a reasonable price.

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Select the right software for your venture capital or private equity firm

Selecting technology to power your organization has never been an easy decision. There are literally hundreds of options available and it's easy to quickly get choice overload. Venture Capital and Private Equity teams have quickly begun to realise they need a better tool to manage data. Teams want a tool that is reliable, intuitive, safe and secure. A tool that changes with the ever-demanding needs of the industry.

Before Zapflow With Zapflow

Below, we've outlined some of the most significant differences between Zapflow and traditional sales CRM so you can see firsthand why Zaplfow's purpose-built solution is a better fit.

Focus Benefit

CRM
Sales teams looking to increase their sales pipeline and closing rate. The organization buys a CRM to manage a sales pipeline.

Zapflow
Built to handle investment workflow end-to-end including fundraising, deal flow, transaction, and portfolio management. You need so much more than hack-of-a-CRM to run your operations.
Ideal User

CRM
Sales team members that are not usually working in a group to close a sale. Individually motivated to close a deal.

Zapflow
Investing teams looking to optimize the operations of the whole team and not suboptimizing for pipeline only.
Complexity and Value

CRM
Most sales teams are not working on complex transactions involving millions of dollars. They are working on smaller ticket items with a less complicated sales structure.

Zapflow
Transactions are complex, involve several stakeholders, several stages, and several workflow processes. Transaction values are in the millions and in some cases billions.
Lead Management vs Deal Flow Management

CRM
With a scarcity of leads, each prospect needs to be nurtured with the hopes of converting as many leads as possible.

Zapflow
Any number of evaluated deals benefits from the team making quick go/ no-go decisions quickly based on quality data.
Relationship Management

CRM
Ideally suited for prospect and customer relationship management.

Zapflow
Built specifically to manage the complex and overlapping relationships stakeholders like LPs, co-investors, portfolio companies, and advisors – many of whom wear different hats in different deals and change over time.
Interrelationships Level

CRM
Traditional sales CRM focuses on straightforward relationships and does not easily handle interrelationships. It cannot deal with the complexity of multiple simultaneous connections.

Zapflow
Interrelationships are critical. Keeping track of companies, contacts, and investors can help make a go/no-go decision even faster. It also raises the potential priority and value of a deal.
External Collaboration

CRM
Limited to sending and replying to emails but cannot collaborate on a deal together.

Zapflow
Easy to collaborate externally with our guest users feature. Invite buy-side and sell-side guests to input data, allowing you to collaborate with the entire deal team. Reduce the number of emails and clutter during the transaction phase.
Metrics and Reporting

CRM
Built to track sales cases by pipeline stage and measure win/loss rates. Not built to collect portfolio company data nor to produce LP Reports.

Zapflow
Built specifically to track deal flow, portfolio company data, and produce LP reports. Features built by industry experts make your process easier, more efficient, and less time-consuming.
Product Focus

CRM
The development of new features is focused on sales teams and optimizing their sales pipelines, closing rates, and customer relationship management.

Zapflow
The development of new features is 100% focused on improving communication with LPs, VC, and PE teams. Makes deal flow faster to manage and enhances collaboration between deal teams.

	CRM	Zapflow
Technological Benefit	Sales teams looking to increase their sales pipeline and closing rate. The organization buys a CRM to manage a sales pipeline.	Built to handle investment workflow end-to-end including fundraising, deal flow, transaction, and portfolio management. You need so much more than hack-of-a-CRM to run your operations.
Ideal user	Sales team members that are not usually working in a group to close a sale. Individually motivated to close a deal.	Investing teams looking to optimize the operations of the whole team and not suboptimizing for pipeline only.
Complexity and value	Transaction values are in the millions and some cases billions. They are working on smaller ticket items with a less complicated sales structure.	Transactions are complex, involve several stakeholders, several stages and several workflow processes. Transaction values are in the millions and in some cases billions.
Lead management vs deal flow management	With a scarcity of leads, each prospect needs to be nurtured with the hopes of converting as many leads as possible.	Any number of evaluated deals benefits from the team making quick go/no-go decisions quickly based on quality data.
Relationship management	Ideally suited for prospect and customer relationship management.	Built specifically to manage the complex and overlapping relationships stakeholders like LPs, co-investors, portfolio companies, and advisors – many of whom wear different hats in different deals and change over time.
Interrelationships level	Traditional sales CRM focuses on straightforward relationships and does not easily handle interrelationships. It cannot deal with the complexity of multiple simultaneous connections.	Interrelationships are critical. Keeping track of companies, contacts, and investors can help make a go/no-go decision even faster. It also raises the potential priority and value of a deal.
External collaboration	Limited to sending and replying to emails but cannot collaborate on a deal together.	Easy to collaborate externally with our guest users feature. Invite buy-side and sell-side guests to input data, allowing you to collaborate with the entire deal team. Reduce the number of emails and clutter during the transaction phase.
Metrics and reporting	Built to track sales cases by pipeline stage and measure win/loss rates. Not built to collect portfolio company data nor to produce LP Reports.	Built specifically to track deal flow, portfolio company data and produce LP reports. Features built by industry experts make your process easier, more efficient and less time-consuming.
Product focus	Development of new features is focused on sales teams and optimizing their sales pipelines, closing rates, and customer relationship management	Development of new features is 100% focused on improving communication with LPs, VC and PE teams. Makes deal flow faster to manage and enhances collaboration between deal teams.