Managing investor relationships isn’t like managing any outdated leads or gross sales offers. Funding corporations care for high-stakes portfolios, detailed reporting cycles, and strict compliance regulations — all of which require particular attention.
To stick aggressive, fashionable corporations want funding control CRMs that strengthen fundraising, investor communications, and regulatory workflows and will develop with them. Whether or not you are streamlining capital calls, managing consumer portfolios, or reporting to stakeholders, the proper CRM offers your workforce construction, visibility, and automation.
Now not satisfied? Research display corporations that undertake CRMs see a 29% building up in gross sales productiveness and a 41% earnings spice up in step with salesclerk.
On this article, we’ll evaluate the highest CRM platforms for funding managers in 2025, together with HubSpot, which over 248,000+ consumers in over 135 international locations have used to develop their companies.
You’ll additionally to find:
- A handy guide a rough comparability desk
- A breakdown of crucial CRM options
- A step by step information to choosing the proper platform
- Actual use instances and results powered by way of HubSpot
Desk of Contents
- What’s a CRM for funding control?
- CRM Comparability Desk
- Absolute best CRM Device for Funding Control Companies
- Advantages of CRM Device for Funding Control
- 6 Essential Options for an Funding Control CRM
- The right way to Select a CRM for Funding Control Companies (Step-by-Step)
- Incessantly Requested Questions
- Meet HubSpot, the Best CRM Selection for Funding Control Firms
What’s a CRM for funding control?
An funding control CRM is helping corporations monitor investor relationships, organize deal pipelines, and agree to rules. Those platforms are adapted for personal fairness corporations, wealth managers, and institutional buyers who want powerful reporting, automation, and workforce collaboration equipment. With its flexibility and host of integrations, HubSpot may also be custom designed to do all of this.
Funding Control CRM Comparability Desk
|
CRM |
Absolute best For |
Key Options |
Pricing |
Loose Trial |
|
HubSpot |
Scalable corporations that want automation + compliance |
Workflow automation, customized gadgets, IR monitoring |
Loose+, Starter $20/mo |
✅ 14-day trial |
|
DealCloud |
Non-public fairness and VC corporations |
Deal pipelines, LP monitoring, integrations |
Customized pricing |
❌ |
|
Backstop |
Institutional buyers and endowments |
Portfolio monitoring, IR equipment, reporting |
Customized pricing |
❌ |
|
Wealthbox |
Unbiased RIAs and small corporations |
Easy UI, workflows, job monitoring |
$35/consumer/month |
✅ 14-day trial |
|
Salesforce Monetary Products and services Cloud |
Massive undertaking wealth managers |
Top customization, complex analytics |
From $300/consumer/month |
❌ |
Absolute best CRM Device for Funding Control Companies
1. HubSpot
Absolute best for: Funding corporations that need flexibility, automation, and compliance in a single scalable platform.
Key HubSpot Options
- Customized gadgets: Monitor buyers, budget, and deal main points in adapted document varieties. HubSpot’s customized gadgets permit you to construction your CRM round your distinctive trade style without having pricey building.
- Automatic workflows: Streamline outreach, follow-ups, and quarterly reporting. HubSpot‘s workflows permit you to set regulations that cause emails, job assignments, or information updates routinely and align those together with your advertising, gross sales, or carrier actions.
- Job logging and permissions: Keep compliant with powerful audit trails and get right of entry to controls. Each conversation is recorded, and consumer permissions may also be finely tuned for compliance.
HubSpot Pricing
Loose CRM to be had. Paid plans get started at $20/month. See pricing.
2. InTapp DealCloud
Absolute best for: Non-public fairness corporations managing advanced pipelines and institutional relationships.
Key DealCloud Options
- Deal pipelines: DealCloud provides extremely visible, customizable pipelines particular to monetary workflows. This is helping corporations simply monitor capital elevating and M&A deal levels.
- Dating intelligence: Map contacts throughout corporations and buyers. The DealCloud device is helping floor heat introductions and shared connections that may pressure capital alternatives with curated marketplace alerts, consumer personal tastes, and AI-powered suggestions.
- Customized integrations: This is helping corporations centralize operations into one device and cut back information silos. Companies can connect with information rooms, calendars, and analysis equipment amongst different issues.
DealCloud Pricing
Customized pricing in line with company dimension, however can get started at $250/month. No unfastened trial.
3. SatuitCRM
Absolute best for: Asset managers eager about regulatory compliance and investor workflows.
Key SatuitCRM Options
- Investor portals: With SatuitCRM, corporations can be offering buyers a safe, customized atmosphere to retrieve key paperwork, statements, and conversation. Non-public get right of entry to eases issues about sharing delicate knowledge and knowledge whilst nonetheless providing comfort.
- Compliance monitoring: Integrated regulations and approval processes. This is helping corporations put into effect report evaluation workflows and cut back regulatory possibility.
- Reporting equipment: Adapted perspectives for IR, gross sales, and compliance. Dashboards permit every workforce to watch their KPIs and keep aligned.
SatuitCRM Pricing
Customized quote beginning at $250. No unfastened trial.
4. Wealthbox
Absolute best for: Monetary advisors short of simplicity and mobility.
Key Wealthbox Options
- Holistic touch view: Wealthbox provides an easy-to-use consumer job tracker. This visible format is helping advisors temporarily see fresh interactions (i.e. telephone calls, emails, recordsdata, and fiscal knowledge.) and plan subsequent steps.
- Workflows: Wealthbox lets in advisors to construct light-weight automation for onboarding or assembly prep. You’ll ship emails, create duties, agenda occasions, create alternatives, or set reminders that hyperlink to similar CRM elements.
- Significant other mobile app: Integrated iOS/Android apps. Advisors can log notes, make calls, and look at consumer profiles at the move.
Wealthbox Pricing
Begins at $35/consumer/month. 14-day unfastened trial to be had. See pricing.
5. Salesforce Monetary Products and services Cloud
Absolute best for: Massive undertaking wealth managers in the hunt for a extremely powerful platform.
Key Salesforce FSC Options
- Top customization: Tailor each box, workflow, and dashboard. Salesforce lets in for deep configuration to strengthen multi-team monetary organizations however does include a steep finding out curve.
- Complex analytics: Integrated AI and reporting features. Wealth managers can use predictive insights to spot consumer churn dangers or upsell alternatives.
- Consumer family mapping: Visualize relationships inside households and entities. This is helping corporations higher organize interrelated accounts and cross-sell products and services.
Salesforce Monetary Products and services Cloud Pricing
Plans get started at $300/consumer/month for the Starter version, with Undertaking and Limitless editions providing complex options and customization. There may be no unfastened trial, however Salesforce does be offering a guided demo and onboarding strengthen. View pricing.
Advantages of CRM Device for Funding Control
Funding control corporations the usage of CRMs can see vital advantages together with:
- More potent consumer relationships: Construct believe with constant conversation and well timed reporting. HubSpot’s automatic workflows assist IR groups ship experiences and updates on time whilst its holistic touch information permit groups to create a extra sure buyer enjoy.
- Stepped forward deal monitoring: Visualize the place each deal stands. HubSpot’s pipeline equipment permit you to monitor fundraising and due diligence in a single position, particularly having the ability to customise fields and levels to compare your gross sales cycle.
- Audit-ready conversation logs: Keep compliant with regulatory our bodies. HubSpot logs each name, e mail, and notice for simple reporting. It may additionally monitor advertising job and conversation to come up with a actually whole image of your consumer interactions.
- Scalable workforce collaboration: Groups can collaborate throughout IR, compliance, and portfolio ops. HubSpot’s permission controls, desktop and cellular get right of entry to, and shared information streamline collaboration.
6 Essential Options for an Funding Control CRM
- Pipeline customization: Monitor fundraising, M&A, and consumer onboarding in customized levels. HubSpot’s drag-and-drop pipelines, customized deal levels, and make contact with fields make it clean to customise for any fund construction.
- Automation and reminders: By no means pass over a reporting cut-off date or investor follow-up. HubSpot workflows ship signals and automate duties throughout groups.
- Compliance logging: Stay audit trails for each investor interplay. HubSpot routinely tracks each job and retail outlets paperwork securely.
- Customized gadgets Document information distinctive on your wishes like fund names, investor varieties, or compliance flags. HubSpot’s customized gadgets could make your CRM mirror your company’s construction.
- Workforce permissions and get right of entry to keep watch over: Offer protection to delicate information with role-based permissions. HubSpot provides fine-tuned consumer get right of entry to settings for IR, felony, and ops.
- Cellular app/get right of entry to: You’ll get right of entry to your CRM from consumer conferences or at the move. HubSpot’s cellular app permits you to log calls and replace offers in actual time, even away out of your table.
The right way to Select a CRM for Funding Control Companies (Step-by-Step)
So, how do you select your funding control CRM? It in most cases comes down to 5 key steps:
Step 1: Map your workflows.
Record how your workforce tracks buyers, offers, experiences, and communications. Figuring out in particular how your company works will can help you establish what you wish to have a CRM to do to scale back friction and centralize key actions.
Step 2: Establish must-have options.
Listing your must-haves (e.g., compliance logging, investor segmentation). Prioritize options that may expedite or get rid of tedious paintings, beef up transparency, and suit your current equipment.
Step 3: Examine ease of use and workforce have compatibility.
Select a CRM your workforce can undertake temporarily by way of trying out the UI or trial variations. In case your workforce can’t simply use your CRM, they gained’t use it, length.
Step 4: Take a look at value at scale.
Assessment pricing tiers to verify the CRM will suit your price range whilst you develop. Many firms price by way of the collection of contacts you retailer.
Step 5: Select a versatile platform — like HubSpot.
Pick out a CRM that adapts to you, now not the wrong way round.
Pleo, a fintech corporate, stored over $350,000 every yr by way of the usage of HubSpot to consolidate 4 exterior equipment and customizing to their wishes.
Incessantly Requested Questions
What’s the absolute best CRM for funding control? This will depend on your wishes, however HubSpot is among the absolute best CRMs for funding corporations because of its versatile information construction, automation equipment, and compliance monitoring.
What options must I search for in a CRM for funding control? Search for compliance logging, pipeline customization, customized gadgets, compliance equipment, cellular get right of entry to, and automation. HubSpot provides all of those and extra.
Is HubSpot just right for funding control? Sure — HubSpot is helping corporations organize investor relationships, automate follow-ups, and keep compliant with safe recordkeeping.
How a lot does an funding control CRM value? Relying at the instrument, prices range from unfastened to masses in step with consumer monthly. HubSpot provides a unfastened tier and paid plans beginning at $20/month.
Meet HubSpot, the Best CRM Selection for Funding Control Firms
HubSpot is helping funding corporations scale smarter with customizable equipment for investor members of the family, deal monitoring, and compliance.
Best Options
- Customized gadgets for monitoring budget, buyers, and portfolios
- Workflow automation to streamline reporting and follow-ups
- Compliance-ready job logging
Don’t consider me?
✅ Caxton Bills, a monetary carrier (SaaFs) and fee business chief, followed HubSpot to look a 300% building up in e mail conversation productiveness, beef up buyer members of the family, website online control, and general gross sales operations.
✅ Lendio used HubSpot’s automation and segmentation throughout its gross sales and advertising funnel to near 58% extra offers.
In a position to look how HubSpot can paintings in your funding control trade? Get began with HubSpot nowadays.
