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.

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B2i CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

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