Make Your CRM Data Work for You. Not the Other Way Around.
What if your firm's relationship network wasn't just a static list of contacts?
What if it became a powerful tool to connect you with the investment and funding opportunities you want?
4Degrees enables you to utilize your CRM data on Salesforce to Identify & build the key relationships that get you in the door and help you close your next big deal faster.
With 4Degrees at your fingertips, you can:
Find your “warmest” introduction to a company, expert, or investor with our relationship scoring
Don’t ever lose touch with key connections with recurring reminders and suggested relationship touchpoints
Get real-time alerts of recent news, funding announcements, and other important work updates that help you genuinely engage and build relationships with impactful people in your industry.
Get Real-Time Accuracy From Your Salesforce Without Any Admin Work
Your team’s days of manually logging in emails, meeting notes, and calls into Salesforce are over.
Sync your relationship data to Salesforce, no extra tools required. With your permission, 4Degrees automatically pulls emails, meetings, and documents into your Salesforce CRM. No costly plugins or add-ons needed.
Significantly reduce research efforts for your sourcing team.
Supplement all of your Salesforce company and contact data with up-to-date data enrichment from Crunchbase, Clearbit, Pitchbook and other third-party databases.
Supporting Deal Teams Throughout the Deal Lifecycle
“It's intuitive and more affordable than other deal flow management tools. Their pipeline management functionality is second to none. Additionally, their customer support is exceptional”
Set Up and Modify Your Data in Minutes
Changing fields, creating views, and generating reports can take hours in Salesforce. 4Degrees helps you do it without the confusing menus or thousands of dollars in professional fees.
Consolidate all of your lists on one platform
Create and save filtered views of companies, experts and investors down by particular industry, location, and more with the click of a button.
Instantly access and update your deal pipeline and key contacts with the 4Degrees mobile app
Manage Your Relationships, Deals, and LPs Straight From Your Inbox or Any Website.
Work where you already do: your inbox, LinkedIn, and all those open browser tabs.
4Degrees seamlessly integrates into your workflow, allowing you to create deals, save contacts, identify connections, make introductions, and store documents, all without switching screens or jumping between tabs.
Your Security Is Always Our Top Priority
4Degrees matches the level of security Salesforce provides and can replicate the same privacy settings you have set within Salesforce.
Salesforce FAQs
4Degrees connects directly with Salesforce to bring relationship intelligence into your CRM.
It pulls in emails, meetings, and documents automatically with permission and syncs them into Salesforce records. You get features like relationship scoring, warm intro paths, and real-time alerts right inside the native Salesforce interface, no need to switch CRMs.
Yes. 4Degrees for Salesforce is a complementary layer that works alongside Salesforce rather than replacing it.
You continue using your existing Salesforce setup while 4Degrees augments it with automated logging, advanced relationship insights, and deal management tools without disrupting your Salesforce workflows.
With your permission, 4Degrees automatically pulls in emails, meetings, and relevant documents linked to contacts and deals.
It also provides real-time news, alerts related to companies and investors, and enrichment data from providers such as Crunchbase, Clearbit, and PitchBook, ensuring your Salesforce records are always accurate, enriched, and actionable.
No. The 4Degrees team handles all of the setup work for you as part of the onboarding package. You do not need Salesforce developers or internal technical resources. We will configure field syncing, permissions, and pipeline mappings to ensure a seamless connection between platforms.
Absolutely. 4Degrees respects your existing Salesforce privacy settings and lets you replicate them in your relationship intelligence layer. You can choose which fields to sync, which users to show data to, and how enrichment flows, ensuring complete control and alignment with your internal policies.
Yes. The goal is to supercharge relationship intelligence within your existing Salesforce setup. 4Degrees overlays advanced relationship scoring, warm introduction discovery, and deal insights on top of Salesforce's data to make your CRM smarter without replacing it.4Degrees provides native and extensible integrations that streamline your deal and relationship workflows across the tools you use.
