Connect with the Tools
You Already Use
Seamlessly integrate your workflows across platforms you love —
from marketing to business development to finance
Salesforce
We’re built on Force.com, so you get the world’s best CRM. If you’re an existing Salesforce client, we can deploy in your existing org.
Slack
Avail of Slack channels and communicate seamlessly with users in Asset Class with this ground-breaking communications tool.
Gmail
Sync your Gmail account with Asset Class to automatically consolidate contacts and events with prospect and investor records.
Outlook
Our Outlook connector syncs email and calendar events directly from Outlook to your prospect and investor records in Asset Class.
Crunchbase
Sync data from Crunchbase directly into your company accounts and contact records in Asset Class.
Pitchbook
Augment company and contact data directly from Pitchbook into your portfolio records in Asset Class.
Mailchimp
Augment the email campaigns functionality from Asset Class by integrating with mass email solutions from Mailchimp and others.
Amazon
Asset Class works with AWS across a range of applications, from data transformation to data and document exchange.
Plaid
For safe and secure money movement, Asset Class has partnered with Plaid to support capital call and distributions management.
