"I have used ProTrak as my preferred CRM at the asset management arm of a bulge bracket bank, at an emerging hedge fund, and currently in my private placement business. One of the biggest differentiators for me versus other competing CRM’s is that ProTrak was developed specifically for the investment management business, so it makes managing the client engagement process (which is very different from selling software or widgets) easy and intuitive. Additionally, in my experience many CRM’s will often take way too much time to enter data and load pages (this is supposed to be productivity enhancement software, not an exercise for senior management right?!) ProTrak allows me to multitask without bogging down my computer. The core team at ProTrak has been together for years and really get the investment management business. I can’t say enough nice things about the integrity and quality of the product and the team."