4Degrees: Use-Cases, Insights and Reviews | 2025 Cuspera

4.5 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Intelligent relationship management for deal-driven teams,

4Degrees Overview

4Degrees is a Relationship Intelligence CRM platform specifically tailored for relationship-driven teams aiming to optimize their networking capabilities. It helps users streamline their workflow by automating repetitive tasks, thereby facilitating the movement of more deals forward. In practical applications, private market teams can leverage 4Degrees to harness their relationship networks as valuable assets, unlocking warm connections and closing significant deals. The platform integrates seamlessly with existing tools, enhancing productivity without the need to switch between applications. A notable feature is its ability to transform Salesforce data into a rich source of deal flow opportunities. By saving users substantial time each week, 4Degrees enables teams to focus on strategic engagement and smarter deal management, making it an essential tool for investors seeking to enhance their operational efficiency.

Use Cases

Customers recommend Relationship Management, Deal Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using 4Degrees.

Other use cases:

Pipeline Management
Workflow Management
Contact List Management
Lead Analytics
Promotion Management
Discount Management
Business Development

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using 4Degrees.

Other priorities:

See all business priorities See less business priorities

4Degrees Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports." - Justin Demes

4Degrees, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

4Degrees is an intelligent CRM platform designed to help teams leverage their networks and eliminate busy work. It empowers relationship-driven teams to move more deals forward efficiently.

Popular Business Setting

for 4Degrees

Top Industries

Financial Services
Real Estate
Education

Popular in

Small Business

4Degrees is popular in Financial Services, Real Estate, and Education and is widely used by Small Business,

Comprehensive Insights on 4Degrees Use Cases

How can 4Degrees optimize your Relationship Management Workflow?

What Are the key features of 4Degrees for Deal Management?

What solutions does 4Degrees provide for Engaging And Following Up?

How does 4Degrees facilitate Pipeline Management?

How can 4Degrees enhance your Workflow Management process?

15+ more Business Use Cases

98 buyers and buying teams have used Cuspera to assess how well 4Degrees solved their CRM needs. Cuspera uses 119 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Justin Demes Fuller Road	4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports. Testimonial By Justin Demes
J. Demes Svoboda Capital Partners	I love that 4Degrees runs in the background... It pulls contacts, adds value, and saves us a lot of time without people inputting data. Testimonial By J. Demes
Michael O'Neill The Great River Company	It's easy to use, it's intuitive, and it's more affordable than other options. Testimonial By Michael O'Neill

CUSTOMERS	TESTIMONIALS
Justin Demes Fuller Road	4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports. Testimonial By Justin Demes
J. Demes Svoboda Capital Partners	I love that 4Degrees runs in the background... It pulls contacts, adds value, and saves us a lot of time without people inputting data. Testimonial By J. Demes
Michael O'Neill The Great River Company	It's easy to use, it's intuitive, and it's more affordable than other options. Testimonial By Michael O'Neill

Case Studies

CASE STUDY Baraúna Investimentos

4Degrees helped Baraúna Investimentos manage over 300 deals more efficiently. The team used to spend dozens of hours each week on manual data entry and tracking contacts in spreadsheets. With 4Degree...s, they now spend only a third of the time on deal flow and admin tasks. The platform's tagging feature lets them find contacts in minutes. This gives them more time to build relationships and support their portfolio companies.

CASE STUDY Proventus

4Degrees helped Proventus improve client management and deal flow. Before 4Degrees, Proventus had unstructured outreach and outdated contact data. They needed a CRM built for boutique M&A firms. 4Deg...rees provided a simple, industry-focused platform. Proventus now tracks projects better, centralizes client data, and communicates more clearly. This led to stronger client relationships and better operational efficiency.

CASE STUDY Cube Ventures

4Degrees helped Cube Ventures improve fundraising and contact management. The team faced challenges managing a growing portfolio and raising a new fund with their old CRM. 4Degrees offered venture-fo...cused features, LinkedIn and Gmail integration, and automatic data enrichment. Cube Ventures saw better operational efficiency and deal flow management. The platform made it easier to connect with investors and track fundraising progress.

Financial Services

CASE STUDY NEA Partners

4Degrees helped NEA Partners save hours each week by automating deal flow and relationship management. The team replaced manual work in Outlook and Excel with a single CRM platform. 4Degrees offered ...easy integration with Microsoft Outlook and smart data enrichment. NEA Partners improved team collaboration and sourcing efficiency. The service from 4Degrees impressed the team and supported their onboarding and customization needs.

CASE STUDY The Great River Company

4Degrees helped The Great River Company manage deal flow and track investment opportunities. The company needed a CRM built for private equity and family offices. 4Degrees provided a single platform ...to track leads, manage conversations, and separate data into work-streams. The team found the software easy to use and customize. Productivity increased and work lives became easier. 4Degrees made the transition simple and supported their business goals.

CASE STUDY Fuller Road

4Degrees helped Fuller Road manage contacts and deal flow more efficiently. The team struggled with expensive and complex CRM tools before. 4Degrees integrated with Outlook and LinkedIn, making conta...ct management simple. Staff found the interface easy to use and could build reports without extra help. Data entry became easier, saving time and boosting productivity. Collaboration and follow-up improved with the new system.