IPA Desk, a CRM for Investment Promotion Agencies

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Welcome to the IPADesk CRM!

IPADesk was developed to provide an online tool for Investment Promotion Agencies.

This base is the platform to manage and track the interactions with investors. It is intended to support and optimize the services of a typical investment promotion agency.

IPADesk handles Investor Requests that are identified during a) an Interaction with an Investor/Contact that represents an established Company (operational) or a registered Project (pre-operational) b) an Interaction between a government official (Contact) representing a Stakeholder (governmental agencies) that had an Interaction with an Investor/Contact representing a Company.

The main objective is to monitor: Investor Requests, Interactions, and Marketing Efforts.

Here you will be able to manage all your companies, contacts, projects, and issues.

For more information on what each table contains click on the ℹ symbol next to the name. Enjoy!

IPADdesk CRM was developed by Adolfo Taylhardat and Natalino de Simone for the World Bank Group.

For additional information/comments contact adolfo@taylhardat.com

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Updated July 31, 2020 at 9:03 PM
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Explore the base
Dashboard
Grid view
Investor Request Overview
2018 Investor Requests by Status
2018 Investor Requests by Sector
Test view
Kanban
Company Overview
Qualified Leads
Interested Lead
Companies by Sector
Kanban 2
Grid 4
Grid 5
Overview
Interaction Overview
Outgoing Email Survey
Project Overview
Operational Projects
by KAO
Kanban
Account Manager Overview
Kanban
Gvt. Stakeholders Overview
Kanban
Events Overview
Completed Open Day Events
Completed Domestic Outreach Missions
Completed Domestic Investment Roadshows
All Documents
Employee Documents
All Company Documents
Informational Documents
Pre-Investment Documents
Post-Investment Documents
All Imihigos
2018 Imihigos
Kanban
Grid view