Use Tribe CRM with Data Exchange FIS

Efficy is an online CRM which organises the management of your business activity and your customer service to increase your ROI.

Data Exchange is a portal that helps aggregate, organize and visualize data leveraging industry-leading reporting and business intelligence tools, provide interactive reporting and secure document access. Data Exchange integrates seamlessly with our Private Equity accounting solution, Investran, our traditional Fund Accounting solution, InvestOne, and extensible to other sources of data.