[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) \> 4Degrees Categories: * [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) * [CRM Software](https://www.selecthub.com/c/crm-software/) * [...](#) ## What Is 4Degrees? **Industry Specialties:** Venture capital, Private equity, Mergers & Acquisitions, Investment banking, Commercial real estate, Consulting. 4Degrees is a sophisticated CRM software designed to streamline relationship management and task coordination. It excels in automating data entry, tracking interactions, and providing actionable insights, making it particularly well-suited for professionals in industries like venture capital, private equity, and real estate. The platform's ability to integrate with email and calendar systems ensures that users can effortlessly manage their contacts and communications. Key benefits of 4Degrees include enhanced efficiency through automation, improved relationship tracking, and insightful analytics that help users make informed decisions. Popular features encompass automated data capture, relationship intelligence, and robust reporting tools. Users appreciate its intuitive interface and the depth of its analytical capabilities, which set it apart from similar products. Pricing for 4Degrees is not publicly detailed, so it is advisable for potential users to contact SelectHub for a personalized quote based on their specific requirements. This ensures that they receive a tailored solution that fits their budget and needs. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product%5Fname=4Degrees&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2F4degrees%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F2fd5f04f14c31abddfab04a32ac430ee-f12dacdd724488df24b8f2681a00117e%2Fresources%2Fnormal%2Flogo.png%3F1749063192) User Sentiment i ![User satisfaction level icon: excellent]() Based on 8 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #5 4Degrees is ranked #5 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=financial-services-crm-software&product%5Fslug=4degrees&slug=4degrees&product%5Fname=4Degrees&category=Financial+Services+CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2F4degrees%2F) ## 4Degrees Pricing Based on our most recent analysis, 4Degrees pricing starts at $250 (Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Financial+Services+CRM+Software&product%5Fname=4Degrees&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2F4degrees%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F2fd5f04f14c31abddfab04a32ac430ee-f12dacdd724488df24b8f2681a00117e%2Fresources%2Fnormal%2Flogo.png%3F1749063192&price=3) Price $ $ $ $ $ i Starting From $250 Pricing Model Monthly Free Trial No ## Training Resources 4Degrees is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for 4Degrees: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## 4Degrees Benefits and Insights Why use 4Degrees? ### Key differentiators & advantages of 4Degrees * **Enhanced Relationship Management:** 4Degrees automatically tracks and updates your interactions, ensuring you never miss a follow-up or important detail. * **Data-Driven Insights:** Leverage AI-powered analytics to gain actionable insights into your network, helping you identify key influencers and potential opportunities. * **Streamlined Workflow:** Integrate with your existing tools like email and calendar to centralize your workflow, reducing the need to switch between multiple platforms. * **Improved Collaboration:** Share contact information and updates with your team in real-time, fostering better communication and collaboration on projects. * **Time Savings:** Automate routine tasks such as data entry and follow-up reminders, freeing up your time to focus on high-value activities. * **Customizable Reporting:** Generate tailored reports that provide insights specific to your business needs, helping you make informed decisions. * **Enhanced Security:** Benefit from robust security measures that protect your sensitive data, ensuring compliance with industry standards. * **Scalability:** Easily scale the software to match your business growth, accommodating an increasing number of users and data without compromising performance. * **Increased Accountability:** Track team performance and individual contributions, promoting accountability and transparency within your organization. * **Better Client Retention:** Maintain stronger client relationships through personalized interactions and timely follow-ups, leading to higher client satisfaction and retention rates. ### Industry Expertise 4Degrees is a CRM platform designed specifically for teams in the private equity and family office industries. It is best suited for professionals who need to manage relationships, deals, and opportunities within these sectors. ## 4Degrees Reviews Based on our most recent analysis, 4Degrees reviews indicate a 'excellent' User Satisfaction Rating of 100% based on 8 user reviews from 2 recognized software review sites. ![User satisfaction level icon: excellent]() 8 reviews 100% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of 4Degrees reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Relationship Management:** 4Degrees excels in tracking and managing relationships, a crucial aspect for businesses, especially in venture capital and private equity where networks are paramount. * **Intuitive Interface:** Users praise 4Degrees for its user-friendly design, making it easy to navigate and utilize its features effectively. * **Automation:** The platform's automation capabilities streamline workflows, such as contact updates and deal tracking, freeing up time for other tasks. * **Integration:** 4Degrees seamlessly integrates with email and calendar systems, centralizing communication and scheduling for increased productivity. #### Cons * **User Interface:** The user interface is reported to be unintuitive, especially for new users who may find it difficult to navigate and utilize all of the features effectively. * **Learning Curve:** Users have indicated that there is a significant learning curve associated with the software, requiring time and effort to become proficient. This can be a challenge for businesses that need a CRM solution that can be implemented quickly and easily. * **Performance Issues:** Some users have experienced performance issues, such as slow loading times or occasional system glitches. These issues can be frustrating and disrupt workflow efficiency. * **Customer Support:** While 4Degrees does offer customer support, some users have expressed that it could be more robust and responsive to their needs. Timely and effective support is crucial for businesses using mission-critical software like a CRM. #### Researcher's Summary: To what degree is 4Degrees one of the hottest CRM on the market right now? User reviews from the past year suggest that 4Degrees is a highly effective tool for relationship management, especially for businesses that thrive on networking. Users rave about its intuitive interface, making it a breeze to navigate even for those who aren't tech-savvy. Its robust data analytics provide valuable insights into relationship dynamics, helping users make informed decisions. The automation features, such as automated data entry and intelligent alerts, are a game-changer, saving users time and ensuring they never miss a beat. Users particularly appreciate the platform's seamless integration with email and calendar systems, which streamlines communication and strengthens connections. However, some users have pointed out areas where 4Degrees could step up its game. Occasional bugs have been reported, highlighting the need for further polishing. While the platform offers a good range of features, some users desire more customization options to tailor it precisely to their needs. The learning curve, though not insurmountable, might seem a tad steep for some new users, requiring an initial investment of time and effort. What sets 4Degrees apart is its laser focus on leveraging professional networks. The platform's ability to uncover hidden connections within a team's network is invaluable for businesses looking to expand their reach and forge strategic partnerships. For instance, one user highlighted how 4Degrees helped their venture capital firm identify and connect with potential investors, ultimately leading to a successful funding round. Another user, a CEO of a growing startup, shared how 4Degrees enabled them to track their interactions with key stakeholders and nurture those relationships over time. This resulted in increased brand visibility and valuable business opportunities. In conclusion, 4Degrees is an ideal CRM solution for businesses, particularly those in industries like venture capital, private equity, and consulting, where networking is paramount. Its intuitive interface, robust analytics, and automation features empower users to streamline their relationship management processes and unlock the full potential of their professional networks. However, users should be prepared for a bit of a learning curve and occasional minor glitches. Overall, 4Degrees is a powerful tool that can significantly enhance networking capabilities and drive business growth when used effectively. ## Key Features Notable 4Degrees features include: * **Automated Data Entry:** Automatically captures and updates contact information from emails and other communications. * **Relationship Intelligence:** Analyzes communication patterns to provide insights into the strength and history of relationships. * **Pipeline Management:** Customizable pipelines to track deals, projects, or other workflows with visual progress indicators. * **Task Automation:** Automates follow-ups and reminders based on predefined rules and triggers. * **Collaboration Tools:** Shared notes, tags, and activity logs to facilitate team collaboration and information sharing. * **Integration Capabilities:** Seamlessly integrates with popular tools like G Suite, Outlook, and Slack for enhanced productivity. * **Advanced Search:** Powerful search functionality to quickly find contacts, emails, and other relevant information. * **Custom Reporting:** Generate detailed reports and analytics to track performance and identify trends. * **Mobile Access:** Fully functional mobile app to manage relationships and tasks on the go. * **Security and Compliance:** Robust security measures and compliance with industry standards to protect sensitive data. * **Data Enrichment:** Enriches contact profiles with additional information from public sources and social media. * **Deal Flow Tracking:** Monitors the progress of deals from inception to closure, providing real-time updates. * **Custom Fields:** Allows the creation of custom fields to capture specific information relevant to your business needs. * **Email Tracking:** Tracks email opens, clicks, and responses to gauge engagement and follow-up effectiveness. * **API Access:** Provides API access for custom integrations and extended functionality. ![Banner of Pricing guide for 4Degrees]() ## Pricing & Cost Details See the Price/User for the top financial services CRM software… plus the most important considerations and questions to ask when shopping. See Pricing Details ## Compare Financial Services CRM Software These are the top products most often compared. Generating Scorecard... Compare to 4Degrees You can choose 4 products to compare [ Salesforce Financial Services Cloud ](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) [ DealCloud ](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ Pipeliner CRM ](https://www.selecthub.com/p/crm-software/pipeliner/) [ Wealthbox ](https://www.selecthub.com/p/financial-services-crm-software/wealthbox/) [ CRMnext ](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) [ monday CRM ](https://www.selecthub.com/p/crm-software/monday-crm/) [ Redtail CRM ](https://www.selecthub.com/p/financial-services-crm-software/redtail-crm/) [ BackStop CRM ](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ NetSuite CRM ](https://www.selecthub.com/p/crm-software/netsuite-crm/) Generating Scorecard... Compare to 4Degrees ## Head-to-Head Comparison ![4Degrees Software Tool]() vs * [360 View](https://www.selecthub.com/financial-services-crm-software/360-view-vs-4degrees/) * [BackStop CRM](https://www.selecthub.com/financial-services-crm-software/4degrees-vs-backstop-crm/) * [CRMnext](https://www.selecthub.com/financial-services-crm-software/4degrees-vs-crmnext/) * [DealCloud](https://www.selecthub.com/financial-services-crm-software/dealcloud-vs-4degrees/) * [Redtail CRM](https://www.selecthub.com/financial-services-crm-software/redtail-crm-vs-4degrees/) * [Salesforce Financial Services Cloud](https://www.selecthub.com/financial-services-crm-software/4degrees-vs-salesforce-financial-services-cloud/) * [SS&C Tier1](https://www.selecthub.com/financial-services-crm-software/4degrees-vs-ss-c-tier1/) * [Wealthbox](https://www.selecthub.com/financial-services-crm-software/wealthbox-vs-4degrees/) ## Awards 4Degrees stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ## Pricing for Financial Services CRM Software ![Banner of Pricing guide for Financial Services CRM Software]() ## Similar Products Here are the most similar products to 4Degrees. [ BackStop CRM ](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ Salesforce Financial Services Cloud ](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) [ 360 View ](https://www.selecthub.com/p/financial-services-crm-software/360-view/) [ DealCloud ](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/) [ InvestGlass ](https://www.selecthub.com/p/financial-services-crm-software/investglass/) [ AdvisorEngine CRM ](https://www.selecthub.com/p/financial-services-crm-software/advisorengine-crm/) [ Centrex Software ](https://www.selecthub.com/p/financial-services-crm-software/centrex-software/) [ BluRoot ](https://www.selecthub.com/p/financial-services-crm-software/bluroot/) [ SS&C Tier1 ](https://www.selecthub.com/p/financial-services-crm-software/ss-c-tier1/) [ CRMnext ](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "Financial Services CRM Software", "item": "https://www.selecthub.com/c/financial-services-crm-software/" }, { "@type": "ListItem", "position": 4, "name": "4Degrees" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "4Degrees", "description": " 4Degrees is a sophisticated CRM software designed to streamline relationship management and task coordination. It excels in automating data entry, tracking interactions, and providing actionable insights, making it particularly well-suited for professionals in industries like venture capital, private equity, and real estate. The platform's ability to integrate with email and calendar systems ensures that users can effortlessly manage their contacts and communications. Key benefits of 4Degrees include enhanced efficiency through automation, improved relationship tracking, and insightful analytics that help users make informed decisions. Popular features encompass automated data capture, relationship intelligence, and robust reporting tools. Users appreciate its intuitive interface and the depth of its analytical capabilities, which set it apart from similar products. Pricing for 4Degrees is not publicly detailed, so it is advisable for potential users to contact SelectHub for a personalized quote based on their specific requirements. This ensures that they receive a tailored solution that fits their budget and needs. ", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 65, "bestRating": 100 }, "author": { "@type": "Person", "name": "Manogna Chandrika Matta", "reviewBody": "To what degree is 4Degrees one of the hottest CRM on the market right now? User reviews from the past year suggest that 4Degrees is a highly effective tool for relationship management, especially for businesses that thrive on networking. Users rave about its intuitive interface, making it a breeze to navigate even for those who aren't tech-savvy. Its robust data analytics provide valuable insights into relationship dynamics, helping users make informed decisions. The automation features, such as automated data entry and intelligent alerts, are a game-changer, saving users time and ensuring they never miss a beat. Users particularly appreciate the platform's seamless integration with email and calendar systems, which streamlines communication and strengthens connections. However, some users have pointed out areas where 4Degrees could step up its game. Occasional bugs have been reported, highlighting the need for further polishing. While the platform offers a good range of features, some users desire more customization options to tailor it precisely to their needs. The learning curve, though not insurmountable, might seem a tad steep for some new users, requiring an initial investment of time and effort. What sets 4Degrees apart is its laser focus on leveraging professional networks. The platform's ability to uncover hidden connections within a team's network is invaluable for businesses looking to expand their reach and forge strategic partnerships. For instance, one user highlighted how 4Degrees helped their venture capital firm identify and connect with potential investors, ultimately leading to a successful funding round. Another user, a CEO of a growing startup, shared how 4Degrees enabled them to track their interactions with key stakeholders and nurture those relationships over time. This resulted in increased brand visibility and valuable business opportunities. In conclusion, 4Degrees is an ideal CRM solution for businesses, particularly those in industries like venture capital, private equity, and consulting, where networking is paramount. Its intuitive interface, robust analytics, and automation features empower users to streamline their relationship management processes and unlock the full potential of their professional networks. However, users should be prepared for a bit of a learning curve and occasional minor glitches. Overall, 4Degrees is a powerful tool that can significantly enhance networking capabilities and drive business growth when used effectively." } }, "image": "https://cdn.selecthub.com/products/2fd5f04f14c31abddfab04a32ac430ee-f12dacdd724488df24b8f2681a00117e/resources/normal/logo.png?1749063192", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "100", "bestRating": "100", "worstRating": "1", "ratingCount": "8" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "250", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Relationship Management: 4Degrees excels in tracking and managing relationships, a crucial aspect for businesses, especially in venture capital and private equity where networks are paramount." }, { "@type": "ListItem", "position": 2, "name": "Intuitive Interface: Users praise 4Degrees for its user-friendly design, making it easy to navigate and utilize its features effectively." }, { "@type": "ListItem", "position": 3, "name": "Automation: The platform's automation capabilities streamline workflows, such as contact updates and deal tracking, freeing up time for other tasks." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "User Interface: The user interface is reported to be unintuitive, especially for new users who may find it difficult to navigate and utilize all of the features effectively." }, { "@type": "ListItem", "position": 2, "name": "Learning Curve: Users have indicated that there is a significant learning curve associated with the software, requiring time and effort to become proficient. This can be a challenge for businesses that need a CRM solution that can be implemented quickly and easily." }, { "@type": "ListItem", "position": 3, "name": "Performance Issues: Some users have experienced performance issues, such as slow loading times or occasional system glitches. These issues can be frustrating and disrupt workflow efficiency." } ] }, "applicationCategory": "Financial Services CRM Software" } ```