Trusted By Hundreds Of Teams In The Private Markets.
UnlockThe Power Of Your Firm's Relationship Network
Implementation and Migration
Data migration, implementation, and onboarding are included, with our team coordinating deployment across your organization.
Implementation planning. 4Degrees coordinates the rollout with the business and technical stakeholders involved in deployment.
Data migration. Migration from your existing CRM is included, with scope defined around your current data and systems.
Team onboarding. Onboarding is coordinated for the groups adopting 4Degrees across your firm.
Dedicated Customer Success
Enterprise support continues beyond launch, with dedicated account ownership, ongoing training, and defined service commitments.
Dedicated Customer Success Manager. A consistent point of contact for account management, guidance, and ongoing coordination.
Ongoing training. Included throughout the engagement as new users join and your organization's needs evolve.
Service-level agreement. Your enterprise agreement documents the service & support commitments you can expect.
Security and Governance
Give teams secure access to the information they need, control who can view sensitive data, and manage permissions across your firm.
Authentication and administration. SAML-based single sign-on and administrative controls support enterprise access management.
Data protection and sharing. Encryption at rest and in transit, with configurable sharing permissions for sensitive records and interactions.
Security reviews. Documentation is available for IT, compliance, and procurement due diligence.
Enterprise Infrastructure
Support teams across offices while keeping 4Degrees connected to the systems your firm already uses, backed by Google Cloud infrastructure and established regional deployments.
Cloud infrastructure. Run 4Degrees without managing servers, backed by Google Cloud.
Regional hosting. Support location-specific requirements through existing regional deployments, subject to availability.
System connectivity. Connect 4Degrees to your existing technology stack through APIs and supported integrations.
Relationship management was a huge differentiator for 4Degrees versus other CRMs.
Enterprise FAQs
Yes. 4Degrees supports firms with hundreds of users across different industries and geographies, including organizations with teams in multiple offices and regions. These deployments bring relationship history, deal activity, and institutional knowledge into one shared system while accommodating different workflows and access requirements. We understand that deploying a CRM across a larger firm involves more than adding user accounts. Teams need consistent information, clear permissions, and support throughout adoption. That experience informs how we approach implementation and ongoing customer success.
Switching CRMs involves more than importing a contact list. We begin with a kickoff and data review to understand your current CRM, data sources, pipelines, custom fields, access requirements, and preferred rollout timeline. Your dedicated Customer Success Manager and Implementation Engineer coordinate the migration of information within the agreed scope, which can include contacts, companies, deals, and lists. We then import and review the data with your team, make necessary adjustments, configure access, and provide live onboarding and training. Data migration and implementation are included, with a defined process and team guiding the transition through launch.
Support continues after your team goes live. Every enterprise customer has a dedicated Customer Success Manager who serves as a consistent point of contact for guidance, questions, and coordination as your firm's needs evolve. Ongoing training is included, whether you're onboarding new hires, bringing additional teams onto 4Degrees, or helping existing users get more from the platform. Our support team assists with technical issues, while your service-level agreement documents the service and support commitments you can expect. Your team has clear points of contact and continued support as adoption grows.
Yes. Our team can provide available security documentation and work with your IT, compliance, and procurement stakeholders to review requirements before adoption. 4Degrees supports SAML-based single sign-on, administrative access controls, configurable sharing permissions, and encryption at rest and in transit, with hosting on Google Cloud. If your firm has location-specific infrastructure needs, we can discuss our existing regional deployment options and confirm availability. This helps your internal teams evaluate how 4Degrees fits within your security policies and technology environment.
Yes. Different teams can configure pipelines, fields, and views around their own workflows while working with a shared source of relationship and deal information. Administrators manage access and sharing permissions so people can collaborate where needed without exposing sensitive records to everyone. For firms with multiple departments or offices, this provides firmwide context alongside the control required for different responsibilities. Our implementation team can help align the setup with how your organization works.
Your firm retains ownership of the customer data it stores in 4Degrees, including the relationship and deal information it brings to the platform. 4Degrees helps you organize and work with that information, but ownership remains with your organization.
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