Innovative Financial CRM System

A platform for venture capital fund relationships and collaboration

Innovative Financial CRM System

ABOUT

Dialllog is the first CRM alternative for venture capital funds

Here investors connect with startups, portfolio companies, co-investors, advisors, experts, and more. The platform captures and organizes all stakeholder interactions to help the team manage ongoing processes, leverage real-time smart analytics, and break down personal information. Users can create and manage new projects, track their status, assign responsible people, save customer contacts and attach important documents.

Country

London, England

Industry

Investments

Team size

11 people

Partnership period

2021 – ongoing

Client background

Founder of Dialllog, the first all-in-one CRM designed for VCs, accumulated over 15 years of sales and international business development experience, working for global blue-chip information services companies. The company seeks to make for its customers' teams’ smart assistants, acting as the operating system that connects all their daily activities, allowing them to improve their productivity and effectiveness.

Business challenge

The aim was to develop a platform designed specifically for Venture Capital funds where users can manage ongoing processes, leverage smart insights in real time and stop personal information silos. The system must replace endless spreadsheets, docs, notes, and emails. Customers can bring them all and more in Dialllog to manage the entire investment lifecycle of their company.

The solution

Our development team was responsible for implementing the main major feature that distinguishes Dialllog from the different capital funds platforms - user email client and calendar integration. Also, our team implemented such key features as fundraising, deal flow, due diligence and investment management; email and calendar integration; smart elastic search through all activities and files attached; KPIs tracking and reporting (including ESG tracking framework); email automation, smart notifications, and reminders.

Real-time analytical data management

Easy builds data-driven workflows

Added features for users & teams

We worked on

UX/UI Design

Web Development

Quality Assurance

Project Management

Technologies used

Front-end

PHP

MySQL

Vue.js

Back-end

Git

Laravel

Vuex

Database

Nylas

Elasticsearch

RESULT

UX/UI Design

Design solutions include a set of user-friendly features for all platform users. Good design and a clear interface were our priorities.

Homepage

Start your investment journey with a clear plan. You can monitor the status of your cases and manage projects on the homepage.

Companies list

All information about the companies you work with is available to you with just one click on the platform. Manage all cooperation stages and project statuses most conveniently for you.

Deal Flow

Will help you see the journey of customers through the sales funnel with the help of detailed statistics. This will help optimize processes, influencing future development.

RESULT

The platform captures and organizes all stakeholder interactions to help the team manage ongoing processes.

OUR PORTFOLIO

Our success stories in tandem
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