Switchboard lets you keep track of all your deals, tasks and communications in one shared space. No more searching through emails to find documents, wondering if you have the latest version! See what's important and where things are getting stuck in one glance.
Connecting and working with people on Switchboard lets you automatically track your relationships and deal history. No more mindless work doing data entry into your CRM. From counterparties, to partners and team members, get an accurate view of what you've worked on and who you've done it with.
Everything in one place sounds fun, but you need to manage who sees what. Switchboard makes it easy to split work between teams, and manage what information is accessible to partners and third party advisors.