Module

Custom CRM

Features in this module

Projects we've built (5)

Questions

Can Kompani build a custom acquisition and deal tracking pipeline?

Yes, Kompani builds custom deal-flow CRMs complete with multi-stage pipelines, automated status transitions, reviewer assignments, and activity audit logs.

How does the platform score incoming acquisition leads?

Inquiries are automatically analyzed by custom AI scoring criteria that evaluate financial metrics, strategic fit, motivation, and timeline, while also offering team members manual scorecard overrides.

Can Kompani implement automated online NDA workflows for investment firms?

Yes, Kompani integrates secure, auditable NDA workflows where prospective sellers or partners can review, sign, and download NDAs via private tracked links.

Can the platform handle dynamic client proposals and digital contracts?

Yes, Kompani creates unified proposal portals with dynamic pricing, detailed scope tables, print-ready views, and legally binding e-signature capture.