Q4 Desktop
Target proactively, identify activists, and report on impact with the only IR CRM powered by investor behavior tracking.
What is Q4 Desktop?
Armed with Q4 Desktop, IR teams are immediately equipped with an intuitive CRM purpose built for their needs. With Desktop, IR is immediately armed with the tools and support they need to build a deliberate targeting program, understand past investor interactions, report on their impact and elevate the IR function.
Screenshots
Video
Features
FAQ
The official website of Q4 Desktop is https://www.q4inc.com/
Armed with Q4 Desktop, IR teams are immediately equipped with an intuitive CRM purpose built for their needs. With Desktop, IR is immediately armed with the tools and support they need to build a deliberate targeting program, understand past investor interactions, report on their impact and elevate the IR function.
Q4 Desktop belongs to the CRM, Financial CRM, Investment Management category.
Q4 Desktop offers features such as Contact Management, Data Import/Export, Email Management, Lead Capture, Lead Management, Reporting/Analytics, Sales Pipeline Management, Workflow Management, Client Management, Customer Database, Email Marketing, Pipeline Management, Benchmarking, Client Portal, Investments Tracking, Mobile Access, Performance Metrics.
No, Q4 Desktop does not offer a free trial.
Pricing
Pricing not available
Reviews(0)
Write a reviewQ4 Desktop alternatives
Salesforce Sales Cloud
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise...load more
Mailchimp
Mailchimp is a marketing platform primarily used by small businesses in marketing and IT services to manage email campaigns and customer outreach. Users value its drag-and-drop editor and real-time analytics for campaign tracking. Its AI growth...load more
Zoho CRM
Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its...load more
Dynamics 365
Dynamics 365 helps manage customer relationships, business operations, and reporting through centralized tools. Its most used by administrative and IT teams in software services and support roles. Its contact database and integrated business...load more
ClickUp
ClickUp helps small businesses manage tasks, projects, and workflows with customizable views and automation tools. Its most used by marketing, IT services, and software services teams. Reviewers value its flexibility and collaboration features,...load more
HubSpot CRM
HubSpot CRM is a contact and lead management platform used primarily by small businesses in marketing, IT, and software services. Reviewers highlight its ease of use, strong email tracking, and integrations with Gmail and Outlook. A 2025 update...load more
Zendesk Suite
Zendesk Suite helps small businesses manage customer support across email, chat, and messaging channels. Its most used by IT services and software services teams handling daily ticketing workflows. Reviewers highlight its structured ticket...load more
Brevo
All-in-one platform that helps businesses of all sizes manage customer relationships via email, SMS, chat and more.
Pipedrive
Pipedrive is a customer relationship management (CRM) tool built for small businesses in industries such as IT, marketing, and finance. It supports sales, marketing, and admin teams in managing leads and pipelines through visual drag-and-drop...load more
Constant Contact
Insights from verified Capterra reviews from the past 2 years. Constant Contact helps small businesses manage outreach and engagement. Its popular with marketing and admin teams in nonprofits and service-based firms. Reviewers highlight its...load more