Your most important relationships deserve the spotlight.

When every detail matters and every nuance carries meaning, you can’t afford to miss a thing. Simple, intuitive, and blazing fast, Parterre lets you instantly find the contact info and insights you need, right when you need them.

In classical theaters, the “parterre” is the coveted section nearest the stage, reserved for those who want to experience every note, gesture, and emotion up close. It is the vantage point where nothing is missed and every moment is felt. Honoring it's namesake, Parterre CRM puts you at the heart of your business relationships... every detail crafted to ensure you don't miss a thing.

Seamlessly Integrates with Your Ecosystem

Atelier

Orchestrate automations, dashboards, and reports from any data source.

Audition AI

Enterprise AI with your company data in a familiar interface.

Concerto

For datified financial model without leaving Excel.

Sonata Portal

For stakeholder communications, external file sharing, and data rooms.

A Clear View of What Matters Most

To unencumber you from information overload, Parterre’s dashboard-centric design gives you a clear, purposeful view of what matters most. Out of the box, it’s a powerful, easy-to-use CRM.

But when paired with other components in our platform and outside data sources, Parterre becomes a true command center—pulling in real-time data from trading systems, deal boards, task systems, and more. See everything, your way.

Tailored to Each Stakeholder’s Needs

We don’t just hand you a product—we work with you to configure it so the right data is always front and center, making your team more efficient from day one.

Smart Features Designed to Make Your Life Easier

AI Recordkeeper

Create new contacts anywhere from anything, including email signatures or business cards.

Intelligent Automations

Trigger automations as data evolves (like kicking off the onboarding workflow by adding the 'Customer' label).

Data Where It Counts

Sync across other platforms, like Outlook Contacts and Office 365.

Powerful Search

Powerful AI for non-traditional Search, like "Find prospects along my meeting route next Tuesday.".

Customizable Views

Pick a default view or create your own dashboard to see what matters most, your way.

Alerts and Reporting

Stay informed with automated alerts and built-in reporting. Integrate with platforms like Atelier.

It’s time for a simpler CRM that doesn’t require a course to understand.

It’s time for Parterre CRM.