Case Study: Fuller Road achieves faster, user-friendly contact and deal-flow management with 4Degrees

Fuller Road - Customer Case Study

Fuller Road, a Chicago-based private equity firm, needed a better way to manage deal-flow and relationships across multiple lead channels (including Outlook and LinkedIn) after finding other CRM options too expensive or too cumbersome for daily use. To solve this, Managing Director Justin Demes brought in 4Degrees to streamline contact and opportunity management and reduce time spent toggling between address books and calendars.

4Degrees delivered an integrated dashboard that connected Outlook and LinkedIn, a tag-based sorting system, and an easy-to-learn reporting interface, enabling Fuller Road to create reports without extensive training. The result was faster, simpler data entry, measurable time savings, improved productivity, and better collaboration, organization and follow-up across the team.

Fuller Road

Justin Demes

Principal