Managing investor relationships isn’t like managing any previous leads or gross sales offers. Funding companies cope with high-stakes portfolios, detailed reporting cycles, and strict compliance guidelines — all of which require particular consideration.
To remain aggressive, trendy companies want funding administration CRMs that assist fundraising, investor communications, and regulatory workflows and may develop with them. Whether or not you are streamlining capital calls, managing consumer portfolios, or reporting to stakeholders, the fitting CRM offers your group 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 examine 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 selecting the best 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 observe investor relationships, handle deal pipelines, and adjust to laws. These platforms are tailor-made for personal fairness companies, wealth managers, and institutional buyers who want strong reporting, automation, and group collaboration instruments. With its flexibility and host of integrations, HubSpot will be custom-made 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 |
Non-public 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/person/month |
✅ 14-day trial |
|
Salesforce Monetary Providers Cloud |
Massive enterprise wealth managers |
Excessive customization, superior analytics |
From $300/person/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 document sorts. HubSpot’s custom objects allow you to construction your CRM round your distinctive enterprise mannequin while not having costly growth.
- Automated workflows: Streamline outreach, follow-ups, and quarterly reporting. HubSpot‘s workflows allow you to set guidelines that set off emails, job assignments, or knowledge updates robotically and align these together 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 person permissions will be finely tuned for compliance.
HubSpot Pricing
Free CRM accessible. Paid plans begin at $20/month. See pricing.
2. InTapp DealCloud
Greatest for: Non-public fairness companies managing advanced pipelines and institutional relationships.
Key DealCloud Options
- Deal pipelines: DealCloud gives extremely visible, customizable pipelines particular to monetary workflows. This helps companies simply observe capital elevating and M&A deal phases.
- 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, consumer preferences, and AI-powered suggestions.
- Customized integrations: This helps companies centralize operations into one system and scale back knowledge silos. Corporations can connect with knowledge rooms, calendars, and analysis instruments amongst different issues.
DealCloud Pricing
Customized pricing based mostly on agency dimension, however can begin at $250/month. No free trial.
3. SatuitCRM
Greatest for: Asset managers targeted on regulatory compliance and investor workflows.
Key SatuitCRM Options
- Investor portals: With SatuitCRM, companies can supply buyers a safe, personalised setting to retrieve key paperwork, statements, and communication. Non-public entry eases considerations about sharing delicate info and knowledge whereas nonetheless providing comfort.
- Compliance monitoring: Constructed-in guidelines and approval processes. This helps companies implement doc evaluation workflows and scale back regulatory danger.
- Reporting instruments: Tailor-made views for IR, gross sales, and compliance. Dashboards permit every group to observe 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 gives an easy-to-use consumer exercise tracker. This visible structure helps advisors rapidly see latest interactions (i.e. telephone calls, emails, recordsdata, and monetary info.) and plan subsequent steps.
- Workflows: Wealthbox permits advisors to construct light-weight automation for onboarding or assembly prep. You’ll be able to 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 examine consumer profiles on the go.
Wealthbox Pricing
Begins at $35/person/month. 14-day free trial accessible. See pricing.
5. Salesforce Financial Services Cloud
Greatest for: Massive enterprise wealth managers looking for a extremely strong platform.
Key Salesforce FSC Options
- Excessive customization: Tailor each subject, 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 consumer 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 Providers Cloud Pricing
Plans begin at $300/person/month for the Starter version, with Enterprise and Limitless editions providing superior options and customization. There may be no free trial, however Salesforce does supply 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 consumer relationships: Construct belief with constant communication and well timed reporting. HubSpot’s automated workflows assist IR groups ship studies and updates on time whereas its holistic contact data permit groups to create a extra optimistic buyer expertise.
- Improved deal monitoring: Visualize the place each deal stands. HubSpot’s pipeline instruments allow you to observe fundraising and due diligence in a single place, particularly with the flexibility to customise fields and phases 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 straightforward reporting. It may additionally observe advertising exercise and communication to provide you a very full image of your consumer interactions.
- Scalable group collaboration: Groups can collaborate throughout IR, compliance, and portfolio ops. HubSpot’s permission controls, desktop and cell entry, and shared data streamline collaboration.
6 Essential Options for an Funding Administration CRM
- Pipeline customization: Observe fundraising, M&A, and consumer onboarding in customized phases. HubSpot’s drag-and-drop pipelines, customized deal phases, and call 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: Hold audit trails for each investor interplay. HubSpot robotically tracks each exercise and shops paperwork securely.
- Customized objects File knowledge distinctive to your wants like fund names, investor sorts, or compliance flags. HubSpot’s customized objects could make your CRM mirror your agency’s construction.
- Crew permissions and entry management: Defend delicate knowledge with role-based permissions. HubSpot gives fine-tuned person entry settings for IR, authorized, and ops.
- Cellular app/entry: You’ll be able to entry your CRM from consumer conferences or on the go. HubSpot’s cell app helps 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 group tracks buyers, offers, studies, and communications. Understanding particularly how your group works will assist you to establish what you want a CRM to do to cut back friction and centralize key actions.
Step 2: Establish must-have options.
Checklist your must-haves (e.g., compliance logging, investor segmentation). Prioritize options that may expedite or remove tedious work, enhance transparency, and suit your current instruments.
Step 3: Evaluate ease of use and group match.
Select a CRM your group can undertake rapidly by testing the UI or trial variations. In case your group can’t simply use your CRM, they received’t use it, interval.
Step 4: Verify price at scale.
Evaluate pricing tiers to make sure the CRM will suit your price range at the same time as 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 manner round.
Pleo, a fintech firm, saved over $350,000 every year by utilizing HubSpot to consolidate 4 exterior instruments and customizing to their wants.
Regularly Requested Questions
What’s the greatest CRM for funding administration? This is dependent upon your wants, however HubSpot is among the greatest CRMs for funding companies as a consequence of its versatile knowledge 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, cell entry, and automation. HubSpot gives 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 software, prices range from free to lots of per person per 30 days. HubSpot gives a free tier and paid plans beginning at $20/month.
Meet HubSpot, the High CRM Selection for Funding Administration Firms
HubSpot helps funding companies scale smarter with customizable instruments for investor relations, deal monitoring, and compliance.
High 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 fee business chief, adopted HubSpot to see a 300% enhance in electronic mail communication productiveness, enhance buyer relations, web site administration, and general 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.
