Managing investor relationships isn’t like managing any outdated leads or gross sales offers. Funding companies take care of high-stakes portfolios, detailed reporting cycles, and strict compliance guidelines — all of which require particular consideration.
To remain aggressive, fashionable companies want funding administration CRMs that assist fundraising, investor communications, and regulatory workflows and might develop with them. Whether or not you are streamlining capital calls, managing shopper portfolios, or reporting to stakeholders, the precise CRM provides your staff construction, visibility, and automation.
Not satisfied? Research present companies that undertake CRMs see a 29% increase in sales productivity and a 41% income enhance per salesperson.
On this article, we’ll evaluate the highest CRM platforms for funding managers in 2025, together with HubSpot, which over 248,000+ customers in over 135 countries have used to develop their companies.
You’ll additionally discover:
- A fast comparability desk
- A breakdown of important CRM options
- A step-by-step information to choosing the proper platform
- Actual use circumstances and outcomes powered by HubSpot
Desk of Contents
What’s a CRM for funding administration?
An funding administration CRM helps companies monitor investor relationships, handle deal pipelines, and adjust to rules. These platforms are tailor-made for personal fairness companies, wealth managers, and institutional buyers who want strong reporting, automation, and staff collaboration instruments. With its flexibility and host of integrations, HubSpot could be personalized to do all of this.
Funding Administration CRM Comparability Desk
|
CRM |
Greatest For |
Key Options |
Pricing |
Free Trial |
|
HubSpot |
Scalable companies that want automation + compliance |
Workflow automation, customized objects, IR monitoring |
Free+, Starter $20/mo |
✅ 14-day trial |
|
DealCloud |
Personal fairness and VC companies |
Deal pipelines, LP monitoring, integrations |
Customized pricing |
❌ |
|
Backstop |
Institutional buyers and endowments |
Portfolio monitoring, IR instruments, reporting |
Customized pricing |
❌ |
|
Wealthbox |
Unbiased RIAs and small companies |
Easy UI, workflows, exercise monitoring |
$35/consumer/month |
✅ 14-day trial |
|
Salesforce Monetary Companies Cloud |
Giant enterprise wealth managers |
Excessive customization, superior analytics |
From $300/consumer/month |
❌ |
Greatest CRM Software program for Funding Administration Companies
1. HubSpot
Greatest for: Funding companies that need flexibility, automation, and compliance in a single scalable platform.
Key HubSpot Options
- Customized objects: Observe buyers, funds, and deal particulars in tailor-made report varieties. HubSpot’s custom objects allow you to construction your CRM round your distinctive enterprise mannequin while not having costly improvement.
- Automated workflows: Streamline outreach, follow-ups, and quarterly reporting. HubSpot‘s workflows allow you to set guidelines that set off emails, activity assignments, or information updates routinely and align these along with your advertising, gross sales, or service actions.
- Exercise logging and permissions: Keep compliant with strong audit trails and entry controls. Each communication is recorded, and consumer permissions could be finely tuned for compliance.
HubSpot Pricing
Free CRM accessible. Paid plans begin at $20/month. See pricing.
2. InTapp DealCloud
Greatest for: Personal fairness companies managing complicated pipelines and institutional relationships.
Key DealCloud Options
- Deal pipelines: DealCloud presents extremely visible, customizable pipelines particular to monetary workflows. This helps companies simply monitor capital elevating and M&A deal levels.
- Relationship intelligence: Map contacts throughout companies and buyers. The DealCloud system helps floor heat introductions and shared connections that may drive capital alternatives with curated market indicators, shopper preferences, and AI-powered suggestions.
- Customized integrations: This helps companies centralize operations into one system and cut back information silos. Corporations can connect with information rooms, calendars, and analysis instruments amongst different issues.
DealCloud Pricing
Customized pricing primarily based on agency measurement, however can begin at $250/month. No free trial.
3. SatuitCRM
Greatest for: Asset managers centered on regulatory compliance and investor workflows.
Key SatuitCRM Options
- Investor portals: With SatuitCRM, companies can provide buyers a safe, customized atmosphere to retrieve key paperwork, statements, and communication. Personal entry eases issues about sharing delicate info and information whereas nonetheless providing comfort.
- Compliance monitoring: Constructed-in guidelines and approval processes. This helps companies implement doc evaluate workflows and cut back regulatory threat.
- Reporting instruments: Tailor-made views for IR, gross sales, and compliance. Dashboards permit every staff to watch their KPIs and keep aligned.
SatuitCRM Pricing
Customized quote starting at $250. No free trial.
4. Wealthbox
Greatest for: Monetary advisors in want of simplicity and mobility.
Key Wealthbox Options
- Holistic contact view: Wealthbox presents an easy-to-use shopper exercise tracker. This visible structure helps advisors rapidly see latest interactions (i.e. cellphone calls, emails, information, and monetary info.) and plan subsequent steps.
- Workflows: Wealthbox permits advisors to construct light-weight automation for onboarding or assembly prep. You possibly can ship emails, create duties, schedule occasions, create alternatives, or set reminders that hyperlink to associated CRM elements.
- Companion mobile app: Constructed-in iOS/Android apps. Advisors can log notes, make calls, and consider shopper profiles on the go.
Wealthbox Pricing
Begins at $35/consumer/month. 14-day free trial accessible. See pricing.
5. Salesforce Financial Services Cloud
Greatest for: Giant enterprise wealth managers looking for a extremely strong platform.
Key Salesforce FSC Options
- Excessive customization: Tailor each discipline, workflow, and dashboard. Salesforce permits for deep configuration to assist multi-team monetary organizations however does include a steep studying curve.
- Superior analytics: Constructed-in AI and reporting capabilities. Wealth managers can use predictive insights to establish shopper churn dangers or upsell alternatives.
- Consumer family mapping: Visualize relationships inside households and entities. This helps companies higher handle interrelated accounts and cross-sell companies.
Salesforce Monetary Companies Cloud Pricing
Plans begin at $300/consumer/month for the Starter version, with Enterprise and Limitless editions providing superior options and customization. There’s no free trial, however Salesforce does provide a guided demo and onboarding assist. View pricing.
Advantages of CRM Software program for Funding Administration
Funding administration companies utilizing CRMs can see vital advantages together with:
- Stronger shopper relationships: Construct belief with constant communication and well timed reporting. HubSpot’s automated workflows assist IR groups ship reviews and updates on time whereas its holistic contact data permit groups to create a extra constructive buyer expertise.
- Improved deal monitoring: Visualize the place each deal stands. HubSpot’s pipeline instruments allow you to monitor fundraising and due diligence in a single place, particularly with the flexibility to customise fields and levels to match your gross sales cycle.
- Audit-ready communication logs: Keep compliant with regulatory our bodies. HubSpot logs each name, electronic mail, and be aware for simple reporting. It could additionally monitor advertising exercise and communication to offer you a very full image of your shopper interactions.
- Scalable staff collaboration: Groups can collaborate throughout IR, compliance, and portfolio ops. HubSpot’s permission controls, desktop and cellular entry, and shared data streamline collaboration.
6 Vital Options for an Funding Administration CRM
- Pipeline customization: Observe fundraising, M&A, and shopper onboarding in customized levels. HubSpot’s drag-and-drop pipelines, customized deal levels, and make contact with fields make it straightforward to customise for any fund construction.
- Automation and reminders: By no means miss a reporting deadline or investor follow-up. HubSpot workflows ship alerts and automate duties throughout groups.
- Compliance logging: Maintain audit trails for each investor interplay. HubSpot routinely tracks each exercise and shops paperwork securely.
- Customized objects File information distinctive to your wants like fund names, investor varieties, or compliance flags. HubSpot’s customized objects could make your CRM mirror your agency’s construction.
- Group permissions and entry management: Defend delicate information with role-based permissions. HubSpot presents fine-tuned consumer entry settings for IR, authorized, and ops.
- Cellular app/entry: You possibly can entry your CRM from shopper conferences or on the go. HubSpot’s cellular app enables you to log calls and replace offers in actual time, even away out of your desk.
Learn how to Select a CRM for Funding Administration Companies (Step-by-Step)
So, how do you select your funding administration CRM? It typically comes down to 5 key steps:
Step 1: Map your workflows.
Doc how your staff tracks buyers, offers, reviews, and communications. Understanding particularly how your group works will assist you establish what you want a CRM to do to cut back friction and centralize key actions.
Step 2: Determine must-have options.
Record your must-haves (e.g., compliance logging, investor segmentation). Prioritize options that may expedite or eradicate tedious work, enhance transparency, and suit your current instruments.
Step 3: Evaluate ease of use and staff match.
Select a CRM your staff can undertake rapidly by testing the UI or trial variations. In case your staff can’t simply use your CRM, they gained’t use it, interval.
Step 4: Examine price at scale.
Overview pricing tiers to make sure the CRM will suit your price range whilst you develop. Many corporations cost by the variety of contacts you retailer.
Step 5: Select a versatile platform — like HubSpot.
Decide a CRM that adapts to you, not the opposite means round.
Pleo, a fintech firm, saved over $350,000 annually through the use of HubSpot to consolidate 4 exterior instruments and customizing to their wants.
Often Requested Questions
What’s the greatest CRM for funding administration? This relies on your wants, however HubSpot is likely one of the greatest CRMs for funding companies as a consequence of its versatile information construction, automation instruments, and compliance monitoring.
What options ought to I search for in a CRM for funding administration? Search for compliance logging, pipeline customization, customized objects, compliance instruments, cellular entry, and automation. HubSpot presents all of those and extra.
Is HubSpot good for funding administration? Sure — HubSpot helps companies handle investor relationships, automate follow-ups, and keep compliant with safe recordkeeping.
How a lot does an funding administration CRM price? Relying on the instrument, prices fluctuate from free to tons of per consumer per thirty days. HubSpot presents a free tier and paid plans beginning at $20/month.
Meet HubSpot, the Prime CRM Selection for Funding Administration Firms
HubSpot helps funding companies scale smarter with customizable instruments for investor relations, deal monitoring, and compliance.
Prime Options
- Customized objects for monitoring funds, buyers, and portfolios
- Workflow automation to streamline reporting and follow-ups
- Compliance-ready exercise logging
Don’t consider me?
✅ Caxton Payments, a monetary service (SaaFs) and cost trade chief, adopted HubSpot to see a 300% improve in electronic mail communication productiveness, enhance buyer relations, web site administration, and total gross sales operations.
✅ Lendio used HubSpot’s automation and segmentation throughout its gross sales and advertising funnel to shut 58% extra offers.
Able to see how HubSpot can work on your funding administration enterprise? Get started with HubSpot today.
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