Who Uses This Software?

B2i CRM has been designed for the unique challenges of Investor Relations and includes regulatory / compliance feeds that integrate into your corporate website.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web
  • Support
    24/7 (Live Rep)

Vendor Details

  • B2i Technologies
  • www.b2itech.com
  • Founded 2000
  • United States

About B2i CRM

We help companies of all sizes who are overwhelmed with the daily responsibilities of marketing, communications, contact management, and are concerned about customer/shareholder responsiveness and worried about their regulatory requirements for investor relations. We accomplish this by providing a patented, cloud-based solution, called B2i CRM, that helps automate contact management, gives you total control over your website and a fully compliant corporate governance solution.


B2i CRM Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

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