Multrees Improves Sales Pipeline Management And Client Engagement

Multrees Investor Services Ltd is a specialist provider of investment administration, consolidated reporting and custody services to investment managers and family offices. The company started life in 2011 and has grown successfully to employ over 45 people.

The company’s clients are mostly boutique wealth managers in the high-net-worth segment. What makes Multrees Investor Services unique is that they offer a service built around their client’s requirements.

With long and complex sales cycles Multrees needed an affordable CRM solution which could maintain a record of communication with a prospect over a long period.  It also needed help to build relationships with numerous consultants, lawyers, journalists, and industry experts.

Find out why Workbooks was the ideal fit for this rapidly growing business services provider.