DDI-Connect™The fully integrated, cloud-based solution designed for your whole organization. CRM #1 CRM for financial software, Microsoft Dynamics 365 Track Investors, Borrowers, and prospects all in 1 database Dashboards Sales pipeline Track relationships Automate task tracking Financial Robust investment / loan Charitable gift funds Fundraising Planned giving Reporting Accounting Integrated accounting suite using Microsoft Business Central General Ledger Accounts Payables Accounts Receivable Fund Accounting Entities eServices Online & mobile portal E-Statements Open new investments Deposits & Withdrawals Loan payments & advances Profile updates Setup recurring transactions
