Private equity fund manager is looking for a contact management system

We are a private equity fund management company and are looking for a contact management program. Our contacts mainly consist of investors, consultants/service providers in the M&A sector and entrepreneurs. A CRM regularly goes too far for our requirements, although some aspects of a classic CRM application would also be useful for us.

Contact data management should provide the following functions:

Essentially, the aim is to maintain all business contacts known to the organization's employees in a central database in order to

• give all employees access to the entire organizational knowledge,
• to ensure the quality of the contact data through an inventory maintenance policy
• to classify the contacts in a meaningful way and thus make them easy to filter and
• simplify the sending of newsletters/serial letters.

We need our contact database in order to regularly contact our “suppliers” for new acquisition projects (M&A consultants, lawyers, auditors, etc.). In the course of our project review, we need to put together teams of external consultants who carry out the company review for us, i.e. who have specific industry expertise and functional knowledge - we need to be able to filter our contact database according to this in order to find suitable experts for a specific project. We need to keep in regular contact with our investors and inform them about our activities by means of newsletters, mailings or serial letters.

Further requirements:

• The criteria for filtering should be customizable
• It should be possible to assign a contact to a user
• The system should be able to differentiate between organizations and contacts that are assigned to an organization
• There should be a user administration with the assignment of certain rights
• Optionally, workflow management could be helpful (e.g. if information is missing when entering a contact, a task is triggered for the contact owner to update the missing information).

9 workstations are planned, whereby all 9 employees must be able to access all contacts of the organization and filter the contacts according to specific criteria. However, contact maintenance and entry can be carried out by fewer employees if necessary.