Member CRM

Your relationships, working as hard as you do.

A network is only as valuable as your ability to act on it. That's why Pegasus includes a private CRM built directly into your workspace — so the connections you make inside the network don't scatter across spreadsheets, sticky notes, and someone else's inbox.

It lives inside the network where your opportunities originate — so finding a partner, opening a conversation, and tracking it to close all happen in one place.

Create Your Free Account →See Membership
What It Does

Everything you need to turn connections into closed deals.

◇
Every relationship in one place
Lenders, borrowers, brokers, and partners live in your private book with notes, tags, and history. Import members you meet across the network with one click — no retyping.
▦
Every deal at a glance
A visual pipeline moves each opportunity from first conversation to qualified to closed. Drag a deal to advance it — the stage change is recorded for you.
◷
Never drop a follow-up
Set a reminder on any contact or deal, and Pegasus surfaces what's due — so the right conversation happens at the right moment, not three weeks too late.
◈
A complete record
Log every call, email, meeting, and note against the contact and the deal — a quiet, complete history of how each relationship actually developed.
⊘
Entirely private
Your CRM is yours alone. No other member — and no other party — can see your contacts, your pipeline, or your notes. Ever.
→
Built inside your deal flow
Most CRMs sit outside the place deals come from. This one lives inside the network — less friction, fewer dropped threads, more capital actually moving.

Your pipeline, where the opportunities live.

The CRM is included with every membership. Build your book, track your deals, and never lose a thread again.

Create Your Free Account →View Access Layers
Free for 30 days on any tier · Cancel anytime