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Screen Shots - Prospects

Prospects
Companies
Investors/Subscribers
Funds
Reports

 

 

“I have been a satisfied client of Willow Solutions for almost ten years. They represent the perfect marriage of financial industry knowledge and systems expertise. Most importantly, they are very customer friendly and produce work that can be customized to meet our specific objectives. I would recommend them wholeheartedly.”

First Vice President
NYC Fund of Funds


 
 

Prospects

Not all potential investors are created equal, and SubscriberScope lets you treat them differently. Our "hot prospects" report helps you stay on top of important opportunities, while not losing sight of the bigger picture.

Priority List Report . Tag top prospects for easy tracking and reporting. back to top

Priority List Report

Relationships. Assign many-to-many relationships for prospects, companies, and subscription entities. back to top

Relationships

Notes. Keep detailed notes on conversations and communications with each prospect. back to top

Notes

* Screen shots are representative and in some cases are not exact reproductions of the screens referenced.

 

 
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Willow Solutions, Inc.85 Willow Street, New Haven CT 06511 USA203.777.5634info@willowsolutions.com