CRM

CRM software (customer relationship management software), in some cases also called IRM (investor relationship management software), helps investors track and manage all interactions in a single system of records. The CRM will record all interactions (e.g. emails) between investors, founders, and third parties. It makes communication also way easier by showing all relevant data in one place.

Featured Tools

The fund operating system

Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence.

All Tools

Reimagining relationship intelligence.

Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative.

The global sales-first CRM and intelligent revenue management platform for small businesses.

Fundingstack.com

CRM, Investor DB, VDR and more for next-gen VC funds.

The first multi-workflow CRM that covers the entire investment cycle from fundraising to investment management

The Intelligent CRM for Deal-Driven Teams

Altvia delivers innovative technology solutions for GPs to deliver a best-in-class LP experience.

CRM that works for you.

Backstop Solutions

New research! Find out what allocators are really doing about ESG in our latest report.

Fully-integrated Private Equity software

The single-source deal, relationship, and pipeline management platform.

Editor of CRM solutions for Private Equity, Corporate Venture, Asset Management and Family Offices.

Leader in the alternative investment ecosystem, providing an industry-tailored and highly configurable platform.

Deal Sourcing CRM Solution

Software for raising capital and managing investors.

We help companies build remarkable customer experiences with a CRM platform that’s designed for scale.

CRM for lifelong customer relationships.

The Premier Platform for Alternative Assets and Investment Banking.

We bring companies and customers together on the world's #1 CRM.

Accelerating Corporate Innovation

CRM and Investor Portal software for Buy-Side Asset Managers

Manage all of your workflows from Gmail

Trusted by millions, Trello is the visual collaboration tool that creates a shared perspective on any project.

Guiding businesses to success with intelligent, cloud-based Business Applications and AI.

Vantage Software

Innovative Solutions for Alternative Investment Firms

Front-office solution for investing teams

Build your dream cap table with Flowlie's all-in-one Fundraising Hub

Finta automates your fundraising workflow end to end, so you can get back to growing your business.

folk is the collaborative workspace for all your team's relationships.

Find, Manage, and Close More Deals. The Relationship Intelligence CRM platform for Deal Makers

Sales Engagement Tool Powered by AI.

Deal flow CRM and portfolio management for early-stage investors and accelerators

Your Co-Pilot for Startups Investment

Empower your business with CrmOne: A Free CRM solution

Automating investor deal flow management and sharing.

Simplifying Complex Investment Operations