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What is 4Degrees?

Intelligent relationship and deal management tools to help your team get the most out of your professional networks.

The 4Degrees platform identifies the right connections for you to focus on, works with you to strengthen those relationships over time, and helps you activate your network when you need it.

The platform is currently optimized for the following use cases:
* Venture Capital & Private Equity
* Mergers & Acquisitions
* Investment Banking
* Consultants
* Commercial Real Estate

4Degrees Awards

4Degrees currently scores 78/100 in the CRM category. This is based on user satisfaction (90/100), press buzz (42/100), recent user trends (falling), and other relevant information on 4Degrees gathered from around the web.

The score for this software has declined over the past month. What is this?

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4Degrees Review

Editors' Review by the CRM Software Review Team

4Degrees is a full-featured, cloud-based customer relationship management (CRM), contact management and pipeline management platform that serves small and medium-sized businesses, global firms and enterprises in matters related to opportunities management, networking, deals and more. The platform provides end-to-end solutions for various web applications.

The software solution is designed to help businesses and organizations automatically track their customer relationships and deals through actionable insights. Their contact management system provides users with robust features and capabilities, including contact import/export, shared contacts, lead management, sales pipeline management and various prospecting tools all in a single cohesive platform.

4Degrees is used by companies in different industries, including financial services like investment banking and venture capital. The CRM and pipeline management solution facilitates key processes for both recruitment and real estate entities through efficient collaboration and comprehensive reporting tools. Some of the platform’s main features include task tracking, interaction tracking, segmentation, documentation, search functionality and of course, contact management.

The feature-rich platform is designed to help businesses, firms and administrators obtain data-driven insights and comprehensive analyses of their team’s network in an effort to identify clear connections with different companies, experts/specialists and investors. 4Degrees works by auto-populating pipelines with actionable, deal-related data, effectively providing users with information to help identify business opportunities and build mutually beneficial relationships.

Apart from administrators, managers may also utilize this software suite to perform various management-related responsibilities, which include handling client communications, keeping track of relevant trends and news, scheduling meetings and receiving industry-related updates. Moreover, 4Degrees is capable of auto-generating pipeline reports that are fully customizable, thus allowing users to get clear visualizations of their engagement metrics.

The cloud-based CRM platform supports seamless integration with a number of third-party applications, including Facebook, Basecamp, G-Suite, Outlook, Slack, Evernote, Mailchimp, Airtable, Hubspot, Zendesk, Jira, Microsoft Office 365, Formstack, Bullhorn, LinkedIn, Pipedrive, Twitter, Salesforce, Asana, Medium, Wufoo, Monday and Typeform.

4Degrees Features

4Degrees offers a wide variety of features and capabilities designed for businesses operating in different sectors, from investment banking and recruiting to mergers and acquisitions, venture capital, commercial real estate and private equity.

Investment banking

4Degrees is designed to help streamline your entire deal process without you having to leave your inbox or the platform, for that matter. It essentially keeps you from just leaving millions worth of sophisticated transactions with multiple stakeholders to a standard sales CRM solution or worse, a super basic excel spreadsheet. The software solution, with its feature centered on investment banking, is fully capable of organizing and streamlining every single step of your team and departmental workflows.

4Degrees’ investment banking module helps to simplify and streamline your company’s business development and deal processes through effective and user-friendly solutions. Boost your business development by discovering new trends, news and events. Support events that cater to your target customers and utilize intelligence effectively to engage private equity firms, wealth management teams and other potential deal flow sources.

Streamline your company’s transaction process by managing multiple mandates through various distinct pipelines. Keep them in sync with your document management solution for a more efficient and effortless process. Visualization is another key factor in streamlining your process. 4Degrees lets you visualize your processes the way you see fit by giving you or your team the ability to customize your deal lifecycle. Automate the tracking process of meetings and assign crucial tasks to the right team members.

Mergers and acquisitions (M&A) software

4Degrees’ M&A software empowers your team with reliable and actionable intelligence to accomplish more deals. The module is designed to help supercharge your network and streamline your core processes. By having this feature, you can easily discover relevant information regarding your target audience. You can be on a constant alert for funding announcements and other important events, giving you the ability to engage intelligently with corporate development teams, private equity funds and other important deal flow sources.

The solution allows you to visualize your deal pipeline based on your preference. You can customize your visualizations according to the stages and information that fit your business development process. All this can be done with minimal data entry. Furthermore, you can streamline your process through various tools and capabilities. For example, you can automate the tracking process of business meetings, important emails, previous investors, company descriptions and other relevant information using the platform.

Additionally, you can also manage and perform multiple M&A transactions at the same time, with relative ease and efficiency. You may choose to connect your transaction process with virtual data room (VDR) systems to speed up the procedure and close important transactions quicker.

Venture capital CRM

With 4Degrees’ venture capital CRM solution, your business will be able to identify, support and invest in good organizations that share your values, goals and company mission. Empower your team to effectively figure out the best way forward for your business through the platform’s real-time relationship strength detection. The solution also provides you with intelligence to help you find your next opportunities, such as news alerts, job changes and early-stage deals you should be aware of in your network.

The cloud-based solution enables you to streamline your fundraising efforts and due diligence. It provides you with tools to help track all of your previous conversations with your partners and business associates, documents you have shared and updated, among other things. 4Degrees also makes sure that you remain in sync with your team members through connected tasks and automated reminders, so you or anyone in your team will never miss fast-moving deals.

Venture capital CRM also lets you identify industry experts within your network rather quickly. This will enable you to efficiently assess good deals and other business opportunities.

Commercial real estate CRM

For commercial property brokers and real estate firms, 4Degrees’ commercial real estate CRM solution is capable of facilitating good deals and connections without the need for investing hours upon hours of data entry. The platform plays a significant role as an all-in-one (AIO) intelligent assistant for commercial real estate (CRE) teams, professional property brokers and firms.

The CRM solution allows you to easily mine your network to help fast track your prospecting efforts. It helps you to quickly determine how to successfully connect with potential clients by assessing relationship strengths across your entire team. The software also helps strengthen your most vital relationships through funding events, social media, news and other important CRE content to alert you and your team on specific changes related to your contacts.

Private equity CRM

Built from the ground up, 4Degrees’ private equity CRM provides you with the ability to greatly improve your proprietary deal flow through effective, data-driven relationship management. It helps you and your team maintain a sustainable relationship with brokers, venture capital firms, bankers and other critical deal sources.

The platform facilitates repetitive, time-consuming work processes, saving you hours of tedious manual labor. The CRM solution is designed to auto-enrich company and contact information in real-time. It also utilizes automation technology to keep track of all your historical interactions with your contacts.

Auto-generated reports let you know, instantly, where your deals are coming from. The platform’s document management solution provides you and your team complete access to important documents through your inbox, web or mobile app, regardless of your location or time zone.

4Degrees review

4Degrees Benefits

4Degrees offers quite a few benefits to businesses of all sizes and in different sectors, including valuable intelligence and actionable insights. The platform is meant to help companies discover new opportunities and deals, as well as get more of their tasks and processes done as efficiently as possible.

Quickly identify your strongest connection – The cloud-based CRM solution carefully analyzes your team’s network so it can assist you in finding the best approach to an investor, a company or an industry expert in the quickest way possible.

Thoughtful and smart engagement strategy – The platform allows you to engage companies, investors and other potential customers with actionable insights. You and your team will get alerted to relevant news, job changes, investments and other valuable insights regarding your network.

Auto-generate and customize pipeline reports – You can relegate repetitive work to the system and save hours making tedious pipeline reports. With 4Degrees, you can auto-generate comprehensive reports out-of-the-box and customize them when necessary to fit your needs.

Keep your relationships healthy and strong – 4Degrees’ CRM solution provides you with all the information you need to help find effective ways to leverage your network and maintain a lasting and fruitful relationship with your contacts.

Remove manual deal data entry in the equation – Doing manual data entry can be a time-consuming process for a lot of businesses. The solution eliminates this by enriching data regarding your deals in your pipeline automatically. It also provides data-driven recommendations to help you close more deals in no time.

Data-driven contact searches – Search contacts smarter with 4Degrees. The system effectively tags your network based on the areas you’re focusing on. This helps to make sure you find the contact or company you need without wasting time engaging in manual work.

4Degrees Pricing

Pricing information is not provided by the vendor. You will need to contact them directly to request a demo and to get a quote.


4Degrees is a good CRM solution that caters to a wide variety of business sectors. It is equipped with the right tools and capabilities to help you leverage your network and nurture strong relationships. The software solution offers impressive integration capabilities, supporting a wide array of third-party systems with different functions. It can be a strong asset to your business if you’re looking to capitalize on your existing relationships and network of contacts.

CRM Market Radar

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4Degrees Product Overview

  • Know your strongest connection

  • Eliminate deal data entry

  • Auto-generated reports

  • Engage thoughtfully

  • Strengthen relationships

Languages Supported: English

CRM Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in May 2022.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


4Degrees Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Link Tracking
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Project Management
  • Scheduling
  • SEO
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe
  • Sales Automation
  • Dashboards
  • Reports
  • Visualization
  • Pipeline Management

4Degrees FAQs

What are some applications 4Degrees is commonly used in tandem with?

  • Salesforce
  • DealRoom
  • Gmail
  • Outlook
  • Dropbox
  • Excel
  • Zapier
  • Hubspot

Does 4Degrees offer multi-user capability (e.g. teams)?

Yes, 4Degrees works best when teams are collaborating on customer, talent, partner, and investor relationships.

Who are the main user groups of 4Degrees?

  • Venture Capital
  • Private Equity
  • Mergers & Acquisitions
  • Investment Banking
  • Commercial Real Estate
  • Consulting
  • Deal Flow & Sourcing

What platforms does 4Degrees support?

  • Web
  • Android
  • iOS

Does 4Degrees offer guides, tutorials and or customer support?

Yes, 4Degrees offers free migration alongside robust onboarding documentation and live chat support.

Does 4Degrees integrate with any other apps?

  • Salesforce
  • DealRoom
  • Gmail
  • Outlook
  • Dropbox
  • Excel
  • Zapier
  • Hubspot

What is 4Degrees generally used for?

4Degrees is tailored for the deal sourcing, relationship, and pipeline management activities that drive deal & data-driven business.

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4Degrees Alternatives

4Degrees Alternatives & Competitors

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