4Degrees: Use-Cases, Insights and Reviews | 2025 Cuspera

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Intelligent relationship management for deal-driven teams,

4Degrees Overview

4Degrees is a Relationship Intelligence CRM platform specifically tailored for relationship-driven teams aiming to optimize their networking capabilities. It helps users streamline their workflow by automating repetitive tasks, thereby facilitating the movement of more deals forward. In practical applications, private market teams can leverage 4Degrees to harness their relationship networks as valuable assets, unlocking warm connections and closing significant deals. The platform integrates seamlessly with existing tools, enhancing productivity without the need to switch between applications. A notable feature is its ability to transform Salesforce data into a rich source of deal flow opportunities. By saving users substantial time each week, 4Degrees enables teams to focus on strategic engagement and smarter deal management, making it an essential tool for investors seeking to enhance their operational efficiency.

Use Cases

Customers recommend Relationship Management, Deal Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using 4Degrees.

Other use cases:

Pipeline Management
Workflow Management
Contact List Management
Lead Analytics
Promotion Management
Discount Management
Business Development

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using 4Degrees.

Other priorities:

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4Degrees Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"It's easy to use, it's intuitive, and it's more affordable than other options." - Michael O'Neill

4Degrees, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

4Degrees is an intelligent CRM platform designed to help teams leverage their networks and eliminate busy work. It empowers relationship-driven teams to move more deals forward efficiently.

Popular Business Setting

for 4Degrees

Top Industries

Financial Services
Real Estate
Education

Popular in

Small Business

4Degrees is popular in Financial Services, Real Estate, and Education and is widely used by Small Business,

Comprehensive Insights on 4Degrees Use Cases

Why is 4Degrees the best choice for Relationship Management?

What Are the key features of 4Degrees for Deal Management?

What solutions does 4Degrees provide for Engaging And Following Up?

How does 4Degrees facilitate Pipeline Management?

What Are the key features of 4Degrees for Workflow Management?

98 buyers and buying teams have used Cuspera to assess how well 4Degrees solved their CRM needs. Cuspera uses 119 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Michael O'Neill The Great River Company	It's easy to use, it's intuitive, and it's more affordable than other options. Testimonial By Michael O'Neill
Mo Muhtaseb Fortuitous Partners	4Degrees is seamless - simple, easy to use, and helps us stay organized. Testimonial By Mo Muhtaseb
Justin Demes Fuller Road	4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports. Testimonial By Justin Demes

CUSTOMERS	TESTIMONIALS
Michael O'Neill The Great River Company	It's easy to use, it's intuitive, and it's more affordable than other options. Testimonial By Michael O'Neill
Mo Muhtaseb Fortuitous Partners	4Degrees is seamless - simple, easy to use, and helps us stay organized. Testimonial By Mo Muhtaseb
Justin Demes Fuller Road	4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports. Testimonial By Justin Demes

Case Studies

CASE STUDY Stellum Capital

4Degrees helped Stellum Capital launch and manage their €150 million private equity fund. The team needed a CRM to replace error-prone Excel sheets and centralize contact data. 4Degrees automated dat...a entry, improved deal sourcing, and gave real-time pipeline visibility. Stellum Capital saved hundreds of hours and thousands of dollars. The system supports deal flow, reporting, and portfolio management for their growing investment business.

Financial Services

CASE STUDY NEA Partners

4Degrees helped NEA Partners save hours each week by automating deal flow and relationship management. The team replaced manual work in Outlook and Excel with a single CRM platform. 4Degrees offered ...easy integration with Microsoft Outlook and smart data enrichment. NEA Partners improved team collaboration and sourcing efficiency. The service from 4Degrees impressed the team and supported their onboarding and customization needs.

CASE STUDY The Great River Company

4Degrees helped The Great River Company manage deal flow and track investment opportunities. The company needed a CRM built for private equity and family offices. 4Degrees provided a single platform ...to track leads, manage conversations, and separate data into work-streams. The team found the software easy to use and customize. Productivity increased and work lives became easier. 4Degrees made the transition simple and supported their business goals.

CASE STUDY Proventus

4Degrees helped Proventus improve client management and deal flow. Before 4Degrees, Proventus had unstructured outreach and outdated contact data. They needed a CRM built for boutique M&A firms. 4Deg...rees provided a simple, industry-focused platform. Proventus now tracks projects better, centralizes client data, and communicates more clearly. This led to stronger client relationships and better operational efficiency.

Financial Services

CASE STUDY FASE

4Degrees helped FASE, a corporate finance advisory firm, improve deal pipeline visibility and team efficiency. Before 4Degrees, FASE tracked deals in spreadsheets and email, causing duplicate work an...d poor transparency. With 4Degrees, the team now shares relationship data in real time and has a single source of truth. FASE saves hundreds of hours each year and can source and evaluate more deals. The platform exceeded FASE’s expectations by making deal flow a team activity and deepening network understanding.

CASE STUDY Alcorn Partners

4Degrees helped Alcorn Partners automate manual tasks and replace Excel with a single CRM system. The team used to spend a lot of time entering and sorting data in spreadsheets. With 4Degrees, they n...ow track contacts and deals in one place and sync email interactions automatically. This change saved them hundreds of hours. The team can now focus on building relationships and finding new investments.