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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using 4Degrees.
4Degrees Use-Cases and Business Priorities: Customer Satisfaction Data
Reviews
"4Degrees is perfect for our needs, making our dealflow & relationship management incredibly more effective." - Lance Dietz
Peer review evidence (same sources as the product rating summary)
"...-- we needed/wanted dealflow management and relationship management in one platform...." Peer review by Lance D., Principal
"...It's also a fantastic supplement to our deal flow process - we use 4Degrees to track our deal pipeline and for workflows associated with our portfolio...." Peer review by Moody H., Investment Analyst
"...Mine your firm s network to identify experts to cross-sell, get introduced to clients, and find notable events to help you engage intelligently. ..." The Intelligent CRM For Deal-driven Teams
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,
4Degrees Customer wins, Customer success stories, Case studies
How does 4Degrees address your Relationship Management Challenges?
What benefits does 4Degrees offer for Deal Management?
How does 4Degrees address your Engaging And Following Up Challenges?
What solutions does 4Degrees provide for Pipeline Management?
How does 4Degrees address your Workflow Management Challenges?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
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4Degrees is perfect for our needs, making our dealflow & relationship management incredibly more effective. Testimonial By Lance Dietz |
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It's easy to use, it's intuitive, and it's more affordable than other options. Testimonial By Michael O'Neill |
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4Degrees has allowed us to better take advantage of our opportunity costs, and unlocked our network's full value. Testimonial By Raaid Hossain |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Lance Dietz KB Partners |
4Degrees is perfect for our needs, making our dealflow & relationship management incredibly more effective. Testimonial By Lance Dietz |
|
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 |
|
Raaid Hossain Pay It Forward |
4Degrees has allowed us to better take advantage of our opportunity costs, and unlocked our network's full value. Testimonial By Raaid Hossain |
Navigating Networks: Insights from TechStars' Chief Evangelist
Peers used 4Degrees for relationship management and deal management
4Degrees Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (20) |
| Custom Reports | Read Reviews (14) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (20) |
| Custom Reports | Read Reviews (14) |
4Degrees Integrations
4Degrees integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for 4Degrees
Software Failure Risk Guidance
?for 4Degrees
Top Failure Risks for 4Degrees
4Degrees News
Introducing the 4Degrees External Data Room
4Degrees has launched the External Data Room, enhancing its CRM platform by integrating document sharing and collection within transaction workflows. This feature allows investment banks, M&A advisors, and private equity firms to manage deal documents and external participants without leaving the 4Degrees system, streamlining the transaction process and keeping all elements in one place.
Introducing 4Degrees MCP: Your Firm's Data, Inside the AI Tools You Already Use
4Degrees has launched the MCP Connection, enabling AI tools like ChatGPT and Claude to access real-time data from a firm's CRM. This integration allows AI to provide insights based on actual deal history and relationships, enhancing efficiency in private market deal work. The MCP Connection is now available for setup.
Introducing the 4Degrees AI Assistant: A New Way to Interact With Your CRM
4Degrees has launched the 4Degrees AI Assistant, a new interface for CRM systems. This tool allows users to interact with their CRM using plain language queries, simplifying access to information without needing to navigate complex system structures. The AI Assistant aims to enhance efficiency for private market teams by transforming CRM interaction from navigation to direct querying.
4Degrees Changelog | Product Updates and Release Notes
4degrees has released updates enhancing performance in contact search, deal lists, and reports. Fixes include reporting and chart export issues, mass email recipient accuracy, and Kanban interaction. Improvements also cover Network Scout filtering, mobile deal sync stability, and search reliability.
4Degrees Profile
Company Name
4Degrees
Company Website
https://4degrees.ai/HQ Location
Chicago, IL 60606, US
Employees
1-10
Social
Financials
PRIVATE
