Project Description

Building shareholder value with CRM

Multrees Investor Services Ltd is a specialist provider of investment administration, consolidated reporting and custody services to investment managers and family offices. Since its formation in 2010, Multrees has grown to administer more than £7 billion for its clients, with teams in both Edinburgh and London.

Multrees is integrating Workbooks CRM into it’s suite of products, to provide its clients with tools to manage client engagement, executive marketing campaigns and drive sales growth.