Managing investor relationships isn’t like managing any old leads or sales deals. Investment firms deal with high-stakes portfolios, detailed reporting cycles, and strict compliance rules — all of which require special consideration.
To stay competitive, modern firms need investment management CRMs that support fundraising, investor communications, and regulatory workflows and can grow with them. Whether you're streamlining capital calls, managing client portfolios, or reporting to stakeholders, the right CRM gives your team structure, visibility, and automation.
Not convinced? Studies show firms that adopt CRMs see a 29% increase in sales productivity and a 41% revenue boost per salesperson.
In this article, we’ll compare the top CRM platforms for investment managers in 2025, including HubSpot, which over 248,000+ customers in over 135 countries have used to grow their businesses.
You’ll also find:
- A quick comparison table
- A breakdown of essential CRM features
- A step-by-step guide to choosing the right platform
- Real use cases and outcomes powered by HubSpot
Table of Contents
- What is a CRM for investment management?
- CRM Comparison Table
- Best CRM Software for Investment Management Businesses
- Benefits of CRM Software for Investment Management
- 6 Important Features for an Investment Management CRM
- How to Choose a CRM for Investment Management Businesses (Step-by-Step)
- Frequently Asked Questions
- Meet HubSpot, the Top CRM Choice for Investment Management Companies
What is a CRM for investment management?
An investment management CRM helps firms track investor relationships, manage deal pipelines, and comply with regulations. These platforms are tailored for private equity firms, wealth managers, and institutional investors who need robust reporting, automation, and team collaboration tools. With its flexibility and host of integrations, HubSpot can be customized to do all of this.
Investment Management CRM Comparison Table
| CRM |
Best For |
Key Features |
Pricing |
Free Trial |
| HubSpot |
Scalable firms that need automation + compliance |
Workflow automation, custom objects, IR tracking |
Free+, Starter $20/mo |
✅ 14-day trial |
| DealCloud |
Private equity and VC firms |
Deal pipelines, LP tracking, integrations |
Custom pricing |
❌ |
| Backstop |
Institutional investors and endowments |
Portfolio tracking, IR tools, reporting |
Custom pricing |
❌ |
| Wealthbox |
Independent RIAs and small firms |
Simple UI, workflows, activity tracking |
$35/user/month |
✅ 14-day trial |
| Salesforce Financial Services Cloud |
Large enterprise wealth managers |
High customization, advanced analytics |
From $300/user/month |
❌ |
Best CRM Software for Investment Management Businesses
1. HubSpot
Best for: Investment firms that want flexibility, automation, and compliance in one scalable platform.
Key HubSpot Features
- Custom objects: Track investors, funds, and deal details in tailored record types. HubSpot’s custom objects let you structure your CRM around your unique business model without needing expensive development.
- Automated workflows: Streamline outreach, follow-ups, and quarterly reporting. HubSpot‘s workflows let you set rules that trigger emails, task assignments, or data updates automatically and align these with your marketing, sales, or service activities.
- Activity logging and permissions: Stay compliant with robust audit trails and access controls. Every communication is recorded, and user permissions can be finely tuned for compliance.
HubSpot Pricing
Free CRM available. Paid plans start at $20/month. See pricing.
2. InTapp DealCloud
Best for: Private equity firms managing complex pipelines and institutional relationships.
Key DealCloud Features
- Deal pipelines: DealCloud offers highly visual, customizable pipelines specific to financial workflows. This helps firms easily track capital raising and M&A deal stages.
- Relationship intelligence: Map contacts across firms and investors. The DealCloud system helps surface warm introductions and shared connections that can drive capital opportunities with curated market signals, client preferences, and AI-powered recommendations.
- Custom integrations: This helps firms centralize operations into one system and reduce data silos. Firms can connect to data rooms, calendars, and research tools among other things.
DealCloud Pricing
Custom pricing based on firm size, but can start at $250/month. No free trial.
3. SatuitCRM
Best for: Asset managers focused on regulatory compliance and investor workflows.
Key SatuitCRM Features
- Investor portals: With SatuitCRM, firms can offer investors a secure, personalized environment to retrieve key documents, statements, and communication. Private access eases concerns about sharing sensitive information and data while still offering convenience.
- Compliance tracking: Built-in rules and approval processes. This helps firms enforce document review workflows and reduce regulatory risk.
- Reporting tools: Tailored views for IR, sales, and compliance. Dashboards allow each team to monitor their KPIs and stay aligned.
SatuitCRM Pricing
Custom quote starting at $250. No free trial.
4. Wealthbox
Best for: Financial advisors in need of simplicity and mobility.
Key Wealthbox Features
- Holistic contact view: Wealthbox offers an easy-to-use client activity tracker. This visual layout helps advisors quickly see recent interactions (i.e. phone calls, emails, files, and financial information.) and plan next steps.
- Workflows: Wealthbox allows advisors to build lightweight automation for onboarding or meeting prep. You can send emails, create tasks, schedule events, create opportunities, or set reminders that link to related CRM components.
- Companion mobile app: Built-in iOS/Android apps. Advisors can log notes, make calls, and view client profiles on the go.
Wealthbox Pricing
Starts at $35/user/month. 14-day free trial available. See pricing.
5. Salesforce Financial Services Cloud
Best for: Large enterprise wealth managers seeking a highly robust platform.
Key Salesforce FSC Features
- High customization: Tailor every field, workflow, and dashboard. Salesforce allows for deep configuration to support multi-team financial organizations but does come with a steep learning curve.
- Advanced analytics: Built-in AI and reporting capabilities. Wealth managers can use predictive insights to identify client churn risks or upsell opportunities.
- Client household mapping: Visualize relationships within families and entities. This helps firms better manage interrelated accounts and cross-sell services.
Salesforce Financial Services Cloud Pricing
Plans start at $300/user/month for the Starter edition, with Enterprise and Unlimited editions offering advanced features and customization. There is no free trial, but Salesforce does offer a guided demo and onboarding support. View pricing.
Benefits of CRM Software for Investment Management
Investment management firms using CRMs can see significant benefits including:
- Stronger client relationships: Build trust with consistent communication and timely reporting. HubSpot's automated workflows help IR teams send reports and updates on time while its holistic contact records allow teams to create a more positive customer experience.
- Improved deal tracking: Visualize where every deal stands. HubSpot's pipeline tools let you track fundraising and due diligence in one place, especially with the ability to customize fields and stages to match your sales cycle.
- Audit-ready communication logs: Stay compliant with regulatory bodies. HubSpot logs every call, email, and note for easy reporting. It can also track marketing activity and communication to give you a truly complete picture of your client interactions.
- Scalable team collaboration: Teams can collaborate across IR, compliance, and portfolio ops. HubSpot’s permission controls, desktop and mobile access, and shared records streamline collaboration.
6 Important Features for an Investment Management CRM
- Pipeline customization: Track fundraising, M&A, and client onboarding in custom stages. HubSpot’s drag-and-drop pipelines, custom deal stages, and contact fields make it easy to customize for any fund structure.
- Automation and reminders: Never miss a reporting deadline or investor follow-up. HubSpot workflows send alerts and automate tasks across teams.
- Compliance logging: Keep audit trails for every investor interaction. HubSpot automatically tracks every activity and stores documents securely.
- Custom objects Record data unique to your needs like fund names, investor types, or compliance flags. HubSpot’s custom objects can make your CRM reflect your firm’s structure.
- Team permissions and access control: Protect sensitive data with role-based permissions. HubSpot offers fine-tuned user access settings for IR, legal, and ops.
- Mobile app/access: You can access your CRM from client meetings or on the go. HubSpot’s mobile app lets you log calls and update deals in real time, even away from your desk.
How to Choose a CRM for Investment Management Businesses (Step-by-Step)
So, how do you choose your investment management CRM? It generally comes down to five key steps:
Step 1: Map your workflows.
Document how your team tracks investors, deals, reports, and communications. Understanding specifically how your organization works will help you identify what you need a CRM to do to reduce friction and centralize key activities.
Step 2: Identify must-have features.
List your must-haves (e.g., compliance logging, investor segmentation). Prioritize features that can expedite or eliminate tedious work, improve transparency, and fit your existing tools.
Step 3: Compare ease of use and team fit.
Choose a CRM your team can adopt quickly by testing the UI or trial versions. If your team can’t easily use your CRM, they won’t use it, period.
Step 4: Check cost at scale.
Review pricing tiers to ensure the CRM will fit your budget even as you grow. Many companies charge by the number of contacts you store.
Step 5: Choose a flexible platform — like HubSpot.
Pick a CRM that adapts to you, not the other way around.
Pleo, a fintech company, saved over $350,000 each year by using HubSpot to consolidate four external tools and customizing to their needs.
Frequently Asked Questions
What is the best CRM for investment management? This depends on your needs, but HubSpot is one of the best CRMs for investment firms due to its flexible data structure, automation tools, and compliance tracking.
What features should I look for in a CRM for investment management? Look for compliance logging, pipeline customization, custom objects, compliance tools, mobile access, and automation. HubSpot offers all of these and more.
Is HubSpot good for investment management? Yes — HubSpot helps firms manage investor relationships, automate follow-ups, and stay compliant with secure recordkeeping.
How much does an investment management CRM cost? Depending on the tool, costs vary from free to hundreds per user per month. HubSpot offers a free tier and paid plans starting at $20/month.
Meet HubSpot, the Top CRM Choice for Investment Management Companies
HubSpot helps investment firms scale smarter with customizable tools for investor relations, deal tracking, and compliance.
Top Features
- Custom objects for tracking funds, investors, and portfolios
- Workflow automation to streamline reporting and follow-ups
- Compliance-ready activity logging
Don’t believe me?
✅ Caxton Payments, a financial service (SaaFs) and payment industry leader, adopted HubSpot to see a 300% increase in email communication productivity, improve customer relations, website management, and overall sales operations.
✅ Lendio used HubSpot’s automation and segmentation across its sales and marketing funnel to close 58% more deals.
Ready to see how HubSpot can work for your investment management business? Get started with HubSpot today.
