Know the relationship. Coordinate the next step.
Investor relations extends beyond a contact list. Bring conversations, enquiries, company materials and follow-up work into one connected workflow so your team can maintain context and respond with purpose.
- Responsible
- IR Lead
- Recent note
- Discussed the latest company update; asked for the current presentation.
- Next action
- Send approved presentationFollow-up
- Related material
- Company presentation — approved version
- Subject
- Request for current company presentation
- Assigned to
- IR LeadOpen
A relationship is more than the last email.
Important context can sit across inboxes, spreadsheets, documents and individual memory. When someone asks a question or a colleague takes over a relationship, the team needs to understand what has been discussed, what information is current and what should happen next.
Maintain context
Keep contacts, organisations and conversation history organised in Smart CRM.
Coordinate follow-through
Assign the next action and connect it to the work needed to complete it.
Support informed responses
Make approved materials and incoming questions easier for the responsible team to find.
Give every conversation a place to belong.
Organise investor and stakeholder records around the relationship: relevant notes, interactions, responsible team members and the next follow-up. Shared context helps the team continue the conversation when responsibilities change.
- Contacts and organisations
- Relevant interaction notes
- Ownership and follow-up
- Related company materials within the agreed configuration
- Call
- Introductory conversation with IR Lead
- Meeting
- Follow-up on company strategy questions
- Owner
- IR LeadDue this week
- Action
- Share current materials
- Document
- Company presentation
- Document
- Latest company update
Connect the enquiry to the work behind the answer.
A request for company information may involve more than one person. Use Support Center to organise the enquiry, Projects & Tasks to coordinate the work, and Documents & Knowledge Base to find the materials used in the response. The customer-specific setup defines how these records connect.
- Subject
- Request for current company presentation
- Channel
- Website contact formOpen
- Task
- Confirm approved version and reply
- Owner
- IR Lead
- File
- Company presentationApproved
From first question to coordinated follow-up.
- 01Capture the enquiry
A stakeholder asks for company information through the agreed contact channel.
- 02Establish context
The team reviews the contact record and relevant conversation history.
- 03Prepare the response
The responsible person selects approved materials and coordinates any internal review needed.
- 04Record the next step
Capture the interaction and assign follow-up work.
Enquiry routing and record connections are configured for your implementation. External communications remain subject to your team's review and applicable requirements.
The systems supporting your IR workflow.
Connections between systems are configured for your implementation.
- Smart CRMRelationship context: contacts, organisations and conversation history.
- Support CenterOrganise incoming questions and their responses.
- Documents & Knowledge BaseFind current company materials.
- Projects & TasksTrack responsibilities and deadlines.
- Corporate WebsiteProvide a clear public destination for current published information.
Built around your company's stage and audience.
Public companies
Support an organised operational workflow around shareholder enquiries, investor conversations and approved public information. Professional disclosure decisions remain with your team and advisers.
Private companies
Coordinate investor, owner, adviser and stakeholder relationships alongside company materials and internal follow-up.
Configure the workflow around your team.
- 01Map relationship and enquiry channels
- 02Define roles and material access
- 03Configure records and follow-up workflow
- 04Onboard the team and review real scenarios
Questions teams ask.
Put the context behind every relationship within reach.
Explore how Stocklifter can connect your IR team's information, enquiries and follow-up work.