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Top 7 CRM Platforms in Investment Management

The best CRM Platforms within the Investment Management category - based on our collection of reviews & verified products.

Affinity Attio DealCloud Zapflow 4Degrees.ai InsightsCRM Sevanta Dealflow

Summary

The top products on this list are Affinity, Attio, and DealCloud. All products here are categorized as: Customer relationship management systems for business operations. Platforms for managing investments, portfolios, and assets. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.
  1. Relationship Intelligence, Reimagined

    #CRM #CRM Platforms #Investment Management 1 social mentions

  2. 2
    Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.
    Pricing:
    • Freemium
    • $29.0 / Monthly

    #CRM #CRM Software #CRM Platforms 5 social mentions

  3. The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

    #CRM #CRM Platforms #Investment Management

  4. Zapflow is a cloud-based tool for professional investors to manage their deal flows​.
    Pricing:
    • €199.0 / Monthly

    #CRM #CRM Platforms #DealFlow

  5. Automatically track your relationships & deals with actionable intelligence to help you move them forward.

    #CRM #CRM Platforms #Investment Management

  6. Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
    Pricing:
    • Free Trial

    #CRM #CRM Platforms #Investment Management

  7. Sevanta Dealflow offers custom hosted workspaces for venture capital and private equity firms.

    #CRM #CRM Platforms #Investment Management

Related categories

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