BoardEx offers a range of deployment and integration models, including secure hosting and behind-the-firewall solutions. A member of our team will work with you to determine the best option for your workflow.
Secure, Cloud-Based Portal
Access to individual and organization profiles, and advanced search to analyze and identify targets and customizable alerts.
Track your most important executive contacts on your phone with an easy upload through the mobile app. The app also gives you access to more than 3,000 individual and company profiles so you can find the best ways to connect to the people you want to reach while you are on your commute or at a conference.
APIs, Smartlinks, and Widgets
Tightly integrate BoardEx data within your workflow to provide the most flexibility in terms of customization. Make your current CRM experience smarter with built-in BoardEx leadership data.
Data Mapping & Cleansing
Match unique BoardEx data, including individuals and organizations, with those in your CRM to ensure validity and reliability of profile consistency. Raw BoardEx data can also be delivered daily via a secure data transfer.
CRM Integration + Salesforce App
Deeper integration options exist for Salesforce and other CRM systems. Find the best ways to connect with the people and companies you want to reach, right from your firm’s own CRM.