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4Degrees

by 4Degrees · Since 2017
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ActiveAvailable globallyCloud
Quick facts
Vendor4Degrees
Year launched2017
StatusActive
Location1000 S. Clark St. Suite 1814 Chicago, IL 60605
Countries servedGlobal
Languages1
Integrations23+
Free tier
Free trial
Contact salesYES

About 4Degrees

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4Degrees is a standout CRM platform purpose-built for relationship-driven deal teams such as those in private equity, venture capital, investment banking, and M&A advisory. What sets it apart is its strong emphasis on relationship intelligence, leveraging AI to help users uncover, manage, and strengthen connections that drive business outcomes. Unlike traditional CRMs that rely heavily on manual data entry, 4Degrees automatically captures and enriches contact and interaction data from email, calendars, and public sources like Crunchbase and Clearbit, offering users a powerful, time-saving experience. The platform provides robust deal flow tracking capabilities, enabling firms to manage every stage of the deal lifecycle—from sourcing and pipeline monitoring to closing—within a highly customizable interface. This level of customization, combined with smart dashboards and filters, allows teams to tailor the system to their unique workflows and track metrics that matter most. Additionally, 4Degrees integrates smoothly with popular tools like Gmail, Outlook, Slack, Salesforce, and LinkedIn, ensuring that teams can work within familiar environments without needing to constantly switch contexts.

Pros & Cons

What users like
  • +AI-Powered Insights: Utilizes artificial intelligence to provide actionable relationship intelligence.
  • +Seamless Integrations: Easily integrates with commonly used tools and platforms.
  • +Customizable: Offers customization options to tailor the CRM to specific business needs.
  • +Mobile Access: Provides a mobile app for managing deals and relationships on the go.
  • +Data Security: Ensures compliance with data protection regulations and industry standards.
What users flag
  • Pricing Transparency: Lacks publicly available pricing information.
  • Learning Curve: May require time to fully utilize all features effectively.
  • Limited Global Support: Primarily focused on the U.S. market; international support may be limited.
  • Customization Complexity: Advanced customization may require technical expertise.
  • Integration Limitations: May not integrate with all third-party applications.

Features

Key features

Relationship Intelligence
Leverages AI to identify and strengthen key connections within your network.
Deal Flow Management
Streamlines the deal lifecycle from sourcing to closing.
Data Enrichment
Automatically populates contact and deal records with information from sources like Crunchbase, PitchBook, and Clearbit.
Integration with Existing Tools
Syncs with Gmail, Outlook, LinkedIn, Salesforce, and more.
Customizable Dashboards and Reporting
Provides insights into deal pipelines, team performance, and relationship health.

Additional features

Deal Pipeline Management
Organize and track deals through customizable stages.
Contact Management
Maintain a centralized database of contacts with detailed profiles.
Email and Calendar Sync
Integrate with email and calendar platforms for seamless communication tracking.
Task and Reminder System
Set tasks and reminders to stay on top of important activities.
Document Management
Store and share documents related to deals and contacts.
Activity Logging
Automatically log interactions and activities for comprehensive tracking.
Advanced Search and Filtering
Quickly find contacts, deals, and documents with powerful search capabilities.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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