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Agora’s CRM has just rolled out exciting new updates, setting a new standard for efficient investor management.

In this blog post, we’ll cover all you need to know about the CRM updates and how you can use them to save time and optimize your investor relations management.

Here’s what’s new:

  • Enhanced access controls for different stakeholders
  • Family office & institutional investor support
  • A new and improved dashboard for better visibility
  • Tailored investor data fields for more control over how information is displayed

Let’s take a deeper dive into each new feature.

Control what your investors and team members can access or view

Now, you can tailor specific access levels for each of your investors and their associated contacts, as well as your colleagues.

For example, you can:

  • Assign different team members with edit permissions for sensitive details (like Tax ID and payment methods) for specific contacts.
  • Customize which documents and information each contact can receive and see on their portal.
  • Control access levels to specific positions for each contact.

Modified Date & Time : 31 Dec 2023, 02:48 pm

Manage family offices and institutional investors with “Organizations”

The new “Organization” feature allows you to manage family offices, institutional investors, wealth managers, or any other investor type that consists of multiple individuals.

Under one organization, you can group all related investors and stakeholders (accountants, attorneys, wealth managers, etc.), and collectively view investment information.

Get a better overview and crucial investor insights with the new dashboard

With the new CRM dashboard, you can view, filter, and search all your contacts, including investors, prospective investors, and associated stakeholders (such as investors’ attorneys and accountants).

You can tailor this view to display specific investor details, such as associated investments and commitments, ensuring you see what’s most important to you.


Directly from this table, you can easily search contacts or find specific lists of investors using smart filters or an advanced search.

Plus, you can complete bulk actions like editing investor information, sending bulk emails, and exporting investor details, all straight from this convenient dashboard.

Finally, you can bid farewell to sifting through countless spreadsheets and documents!

Customize investor data fields and dashboard views to match your investor management approach

Using Custom Investor Fields, you can create specific attributes tailored to your investor management needs. For instance, if you want to track the lead source of each investor, simply add a “Lead Source” field and begin logging that information.


With the new “Dashboard Views” feature, you can create multiple dashboard perspectives. Let’s say you want a snapshot of prospective investors interested in a new opportunity: You can easily set up this view in seconds, and access it any time you want to.

Together, these features streamline your process, ensuring you spend less time searching and organizing data and more time engaging effectively with your investors.

Would you like to see the new CRM in action?


Julia is the Marketing Manager at Agora. Prior to this role, she spent two years as a product onboarding expert within the company. Now, she harnesses her deep industry and customer insights to initiate all product marketing efforts.


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