Zoho CRM
Pipedrive
Copper
Freshsales CRM
SugarCRM
Insightly
Alore CRM
Agile CRM
Ledgy
Carta
Vestd
Certent Equity Compensation Management
Capdesk
Capshare
Eqvista
TruEquity
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
Ledgy is the European equity management solution for fast-growing startups. A scalable infrastructure for all equity-related topics with best-in-class security and privacy. Get your cap table and employee participation plans right, from the beginning. Make your financing rounds a success and engage your investors and employees. Know your data is safe and compliant. The portfolio always gives investors or employees the latest information about their investments and vesting.
Features for HR: Document templating and signing flows for equity processes, allowing batch processing any number of employee grants with only a few clicks. Employee dashboard with live vesting visualization, making their upside in your company’s success transparent
Features for Finance: Scalable all-in-one solution for your company’s employee participation plan, cap table, modeling, investor relations, due diligence, and document signing automation.
Features for Investors: Flexible reporting and portfolio management solution for business angels, professional investors, and funds. And it doesn’t need to be forced on the startups, as it gives them a whole suite of useful features to streamline their equity processes as they scale.
Zoho CRM LedgyZoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Super easy to keep track of portfolio (investment history, ownership, .. ) + easily understand cap table and model scenarios. Their best feature by far is, however, their streamlined equity plan management. Also, a great reporting tool that simplifies communication with founders and co-investors.
Ledgy might be a bit more popular than Zoho CRM. We know about 1 link to it since March 2021 and only 1 link to Zoho CRM. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
[Ledgy.com](http://ledgy.com/) | Senior Engineers | Onsite London, Berlin, Zurich, remote (EU) | Full-time | Competitive salary + equity Ledgy is the Sequoia-backed equity management platform that aligns teams behind a common goal, helping them to achieve more together. Focused on internationally distributed teams, we’re the market leader in Europe already and expanding. We're looking for senior full-stack... - Source: Hacker News / 4 months ago
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Certent Equity Compensation Management - Certent Equity Compensation Management simplifies and streamlines all the crucial aspects of your stock administration process.
