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EQS CRM & Mailing - IR contact management & email delivery | EQS Group

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EQS CRM & Mailing - IR contact management & email delivery | EQS Group Compliance & Ethics Investor Relations Company Support Login USA Book a demo Support Login USA Book a demo Please choose your language: EnglishDeutschFrançaisItaliano中国USA [English]

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Join us and make a difference  Compliance & Ethics Solutions by objective Policy & Procedure ManagementDisclosure managementThird-party risk managementAnti-bribery & anti-corruption complianceWhistleblowing & case managementCompliance awareness Convercent by onetrust Support Platform All your compliance needs. One platform.Whistleblowing Secure channels. Complete protection.Policies Smart governance. Zero confusion Approvals Quick decisions. Total clarity Third Parties Deep insights. Safer partnerships  White Paper Case Study Webinar Event Article CSDDD: Current situation and challenges of companies in Europe Find out how European companies are managing the European due diligence obligations and which challenges they are facing in the context of CSDDD. Resources by type Case Studies Webinars White Papers Articles Events Updates  Service Investor Relations Solutions by objective Webcasts / AGM / IR Websites & Tools ESEF / XML filing & LEI Platform Smarter IR. Stronger engagement.Insider Management Secure control. Total compliance. Disclosure Global filing. Zero stress. Newswire Maximum reach. Instant impact. CRM / Mailing Smart targeting. Deeper connections. Investor Targeting Right investors. Real results.  White Paper Case Study Webinar Event Article Best Practices for IR Websites Best Practices and Leveraging Digital Tools Resources by type Case Studies Webinars White Papers Articles Events About us About our company Who we are and why you should trust us About EQS Why EQSCareers EQS Group / IR Services / CRM & MailingCRM & Mailing – Intuitive contact management and professional mailings for your IR communication Manage your IR contacts efficiently and intuitively with the new CRM Easily send emails and newsletters to your target groups Simplify your IR communication with efficient contact management Request pricing now CRM & Mailing Efficient contact management is vital Whether investors, analysts or journalists, contacts are one of the most important company assets. Efficiently managing these contacts is the basis for successful investor communication. In contrast to classic CRM tools, our CRM module focuses entirely on the needs of investor relations managers.

Request a demo Functions that make contact management easy Manage your contacts, assign notes, input tasks, attach documents and track conversations. Comprehensive search functions enable you to search for contacts. Create custom contact lists that you can use later to send mailings, disclosure requirements and company notifications. Import your contact lists from Excel to ensure quick and seamless data transfer into CRM. Export is also possible at any time. Prospective customers are automatically included in the CRM via contact forms on your website. All CRM functions ensure GDPR-compliant contact management. Request a demo CRM – Seamless Integration with the EQS IR COCKPIT The CRM module forms part of the EQS IR COCKPIT to ensure maximum efficiency for your IR workflows:

When sending corporate messages in Newswire, you can also navigate to your contact lists. With the Disclosure module, you can also supply your contacts with regulatory news. With the Mailing module you can send individual and personalized newsletters and mailings to your distribution lists (e.g. analysts, investors, journalists and more). In the Investors module you can identify investors and transfer these into CRM. Mailing – Seamless Integration with the CRM Module The Mailing module works seamlessly with EQS IR COCKPIT’s CRM module to simplify your communication workflows:

Manage your contacts in accordance with the GDPR. Create contact lists which can be used when sending mailings. The CRM ensures automatic personalization. The CRM provides registration forms that are embedded on your website so that visitors can subscribe to your mailings. Functions for Compelling Mailings Our Drag & Drop Editor makes setting up mailings simple and intuitive. Address your recipients in a personalized way. The Editor contains personal salutation options in several languages. Templates assist you in the quick creation of emails and ensure that you maintain quality standards regarding design and structure. Thanks to responsive formatting, sent emails are optimized for display on all end devices. Informative analysis and statistics help you to measure the success of your mailings. State-of-the-art DKIM technology (DomainKeys Identified Mails) authenticates your emails, offering optimal deliverability. All emails are sent via European servers to ensure compliance with the General Data Protection Regulation (GDPR). Contact us Marco Goldberg Managing Director, North America
+1 929 593 1101

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