Managing investor relationships isn’t like managing any outdated leads or gross sales offers.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 help fundraising, investor communications, and regulatory workflows and may develop with them. Whether or not you are streamlining capital calls, managing shopper portfolios, or reporting to stakeholders, the proper CRM provides your staff construction, visibility, and automation.
Not satisfied? Research present companies that undertake CRMs see a 29% enhance in gross sales productiveness and a 41% income increase per salesperson.
On this article, we’ll examine the highest CRM platforms for funding managers in 2025, together with HubSpot, which over 248,000+ clients in over 135 nations 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 instances 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 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 may 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
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
Giant enterprise wealth managers
Excessive customization, superior analytics
From $300/person/month
❌
Greatest CRM Software program for Funding Administration Companies
1. HubSpot
Supply
Greatest for: Funding companies that need flexibility, automation, and compliance in a single scalable platform.
Key HubSpot Options
Customized objects: Monitor buyers, funds, and deal particulars in tailor-made report sorts. HubSpot’s customized objects allow you to construction your CRM round your distinctive enterprise mannequin without 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 information updates mechanically 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 person permissions may be finely tuned for compliance.
HubSpot Pricing
Free CRM out there. Paid plans begin at $20/month. See pricing.
2. InTapp DealCloud
Supply
Greatest for: Non-public fairness companies managing advanced pipelines and institutional relationships.
Key DealCloud Options
Deal pipelines: DealCloud presents 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 alerts, shopper preferences, and AI-powered suggestions.
Customized integrations: This helps companies centralize operations into one system and scale back information silos. Corporations can hook up with information rooms, calendars, and analysis instruments amongst different issues.
DealCloud Pricing
Customized pricing based mostly on agency measurement, however can begin at $250/month. No free trial.
3. SatuitCRM
Supply
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 setting to retrieve key paperwork, statements, and communication. Non-public entry eases considerations about sharing delicate data and information whereas nonetheless providing comfort.
Compliance monitoring: Constructed-in guidelines and approval processes. This helps companies implement doc overview workflows and scale back regulatory danger.
Reporting instruments: Tailor-made views for IR, gross sales, and compliance. Dashboards enable every staff to observe their KPIs and keep aligned.
SatuitCRM Pricing
Customized quote beginning at $250. No free trial.
4. Wealthbox
Supply
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 format helps advisors shortly see current interactions (i.e. telephone calls, emails, recordsdata, and monetary data.) 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 cellular app: Constructed-in iOS/Android apps. Advisors can log notes, make calls, and think about shopper profiles on the go.
Wealthbox Pricing
Begins at $35/person/month. 14-day free trial out there. See pricing.
5. Salesforce Monetary Providers Cloud
Supply
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 help 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 Providers Cloud Pricing
Plans begin at $300/person/month for the Starter version, with Enterprise and Limitless editions providing superior options and customization. There isn’t a free trial, however Salesforce does provide a guided demo and onboarding help. View pricing.
Advantages of CRM Software program for Funding Administration
Funding administration companies utilizing CRMs can see important 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 information enable groups to create a extra constructive 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 power 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, e-mail, and be aware for straightforward reporting. It may possibly additionally observe advertising exercise and communication to offer you a really 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 information streamline collaboration.
6 Vital Options for an Funding Administration CRM
Pipeline customization: Monitor fundraising, M&A, and shopper onboarding in customized phases. HubSpot’s drag-and-drop pipelines, customized deal phases, and speak to fields make it simple 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 mechanically tracks each exercise and shops paperwork securely.
Customized objects Report information 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.
Group permissions and entry management: Defend delicate information with role-based permissions. HubSpot presents fine-tuned person 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.
The way 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 allow you to establish what you want a CRM to do to scale 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: Examine ease of use and staff match.
Select a CRM your staff can undertake shortly by testing the UI or trial variations. In case your staff can’t simply use your CRM, they received’t use it, interval.
Step 4: Verify price at scale.
Evaluation pricing tiers to make sure the CRM will suit your price range whilst you develop. Many firms 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 through the use of HubSpot to consolidate 4 exterior instruments and customizing to their wants.
Regularly Requested Questions
What’s the finest CRM for funding administration? This depends upon your wants, however HubSpot is without doubt one of the finest CRMs for funding companies on account 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 device, prices range from free to a whole lot per person per 30 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 Funds, a monetary service (SaaFs) and cost business chief, adopted HubSpot to see a 300% enhance in e-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 in your funding administration enterprise? Get began with HubSpot at the moment.
