10 Best CRMs For Private Equity - Switch On Business

The table below shows a quick price comparison of all the Private Equity CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Hubspot CRM	Free plan available	Free plan available
Capsule	Free plan available then $21	14 day
ClickUp	Free plan available then $7	No
SugarCRM	$19	7 day
4Degrees	Not stated	No trial available
Affinity	$167	No trial available
Navatar	Not stated	No trial available
Dynamo	Not stated	No trial available
Altvia	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Zoho CRM

They offer a CRM solution for financial services institutions including private equity.
It helps centralise your client information and provides quick access to it.
You can automate your follow-up and goal completion rates to improve your performance.
It provides inbuilt AI so you can make smarter decisions.
The CRM can assist with managing your entire client journey providing greater visibility.
It provides the ability to send personalized emails and offers a range of email templates.
They offer inbuilt and in-depth reporting and analytics with customized dashboards to help you track your performance and get smart insights from your data.
The CRM is fully compliant with the latest security standards such as GDPR.
It can be integrated with some of the most popular business apps to increase its capabilities.
A 14-day free trial and a demo of the CRM are available to learn more about it.

Website: https://www.zoho.com/crm/solutions/financial-services/

2. HubSpot

Offers sales, marketing and service software that can be used by financial services including private equity companies.
They offer an all-in-one solution or modular options for marketing, sales and service.
The software connects your teams, data and customers with an AI-powered platform.
It can automate your pipeline and workflows to create better customer experiences and reduce repetitive processes.
The software enables you to manage all your email communications and monitor engagement.
It can assist you in generating leads and converting them into clients and provide deal management facilities.
The software can manage omnichannel communications to enable you to track all your communications with your clients.
They enable you to connect the software to over 1,500 tools to create a better platform.
It provides customized reporting dashboards to give insights about your business, team and clients.
They offer a free plan for up to five users and you could use this to trial the software.

Website: https://www.hubspot.com/case-studies/solomon-investment-partners

3. Capsule

They offer a CRM for private equity firms that assist with creating impactful client relationships.
The CRM can help unify your teams through a single comprehensive database of your clients.
It can centralize all your communications with clients including email and calls as well as store files and notes.
You can reduce time-consuming tasks that are manual data entry with automation.
The CRM enables you to monitor your deals and see their progress and status throughout the journey.
The software can be customized to meet your requirements with custom field types and up to 50 custom activity types.
You can create multiple sales pipelines to manage your services and strategies more effectively.
It can be integrated with your essential tools to gain a more holistic view of your business.
They provide comprehensive analytics that gives you performance metrics and insights into your business, teams and clients.
A free plan is available for two users and up to 250 contacts and a 14-day free trial is available.

Website: https://capsulecrm.com/industries/crm-for-private-equity/

4. ClickUp

Offers a customized CRM for private equity firms that can support efforts across your business.
It is designed to help streamline your deal flows, assist with tracking communications and optimize fundraising.
It is an intuitive platform that brings together all your client relationships and enables you to take them to the next level.
You can integrate your email and manage communications to aid collaboration on clients and deals.
The CRM can help track opportunities and monitor the progress of deals.
It can capture and organize your investor information, communication history and preferences.
You can utilize the CRM to manage your portfolio of investments and track the performance of the investments.
It can aid with compliance and assist with due diligence through the storage of documents, checklists and timelines.
The CRM can help you to analyze your data to gain customer insights and visualize your data on dashboards.
You can access the CRM for free for personal use which you could use for a trial of the software.

Website: https://clickup.com/features/crm/private-equity-firms

5. SugarCRM

They offer a CRM that caters for private equity firms to aid them in managing relationships and operations.
It enables you to track and manage your deal pipelines, investor communications and fundraising.
You can streamline your processes to create improvements and reduce manual processes such as approval management, task assignment, and call triaging.
The single platform enables more effective collaboration across the organization.
They provide AI capabilities to offer predictive intelligence to help you engage customers and deliver personalized experiences.
The software is flexible with an unlimited number of custom modules and fields to aid you in managing your operations and projects.
You can use the CRM to meet regulatory and organizational requirements with data sharing and visibility levels.
It is a secure platform that is accessible on a cloud infrastructure.
You can access valuable insights about your business to identify trends and opportunities as well as drive growth with reporting tools and customizable dashboards.
A 7-day free trial of the CRM is offered to allow you to sample the software.

Website: https://www.sugarcrm.com/uk/industries/private-equity/

6. 4Degrees

Offers a CRM for private equity companies that assist them in driving deal flow and closing more investments.
It is designed to streamline your business including your origination, deal lifecycle and due diligence.
The CRM can assist in streamlining your processes and reduce manual data entry.
It helps you to keep in touch with your stakeholders and clients with recurring reminders.
You can create customized deal pipelines to fit your business processes and workflows.
It enables you to track progress and manage your complete pipeline more effectively.
The CRM can help you manage your time more effectively by detecting trips and suggesting other clients to visit nearby.
It can track all interactions with clients and documents to assist in organizing your business.
Access customizable dashboards and real-time metrics with reports that can be quickly generated.
You can book a demo of the CRM to learn more about it.

Website: https://www.4degrees.ai/use-cases/private-equity-crm

7. Affinity

They offer a CRM that caters for private equity firms to help you take deals from origination to close.
It can assist you in finding, managing and closing more investments.
It provides a simple deal pipeline management to aid you with delivering insights to stakeholders.
The CRM enables your teams to work more collectively on relationships and winning deals.
It allows you to automate manual processes to reduce admin and save time.
They have created a secure platform that is compliant with SOC 2 and GDPR.
The CRM can be integrated into your apps, workflows and data to help manage your operations more effectively.
It allows you to gain valuable insight from the data collected in the CRM.
You can access the CRM from anywhere using the mobile app.
A demo of the software is offered to enable you to see what it can do.

Website: https://www.affinity.co/industries/private-equity

8. Navatar

They offer a CRM for private equity firms that simplifies workflows.
It records all your interactions with clients and prospects so that you can see what has happened with them in the past.
The CRM helps you to maximize your relationships and find opportunities.
It provides an automated intelligence engine to help you maximize the information you have collected.
The CRM can be easily searched to find the information that you need, and you can channel these results into workstreams.
You can manage every stage of your deals through the deal pipeline.
The CRM assists your teams in working more collaboratively and connecting their intelligence.
It offers management reports to assist you in analyzing your business and team performance.
They provide a mobile app to keep your staff connected and informed wherever they are.
You can book a demo to see the software first-hand and what it can do.

Website: https://www.navatargroup.com/salesforce-for-private-equity-crm-software/

9. Dynamo

Offers investment management software that is tailored to private equity firm needs.
It is a cloud-based platform that supports the front, middle and back office and brings them together in one system.
The software can assist you in driving your relationships and deals as well as improve your outreach.
It can aid you in tracking your investor relations and monitoring your performance.
You can integrate it with other software such as Outlook to manage your email interactions and calendar.
The software can help you to manage your investment relationships and fundraising using the investor pipeline.
It can help you with onboarding clients and collecting eSignatures.
The software can assist with streamlining your portfolio management and reporting as it can automate the analysis of financial statements and KPIs.
They provide configurable dashboards to enable you to gain insight from your data with robust reporting facilities.
You can request a demo to learn more about the software.

Website: https://www.dynamosoftware.com/markets/private-equity/

10. Altvia

They offer a purpose-built CRM for private equity to support capital relationships and dealmaking.
They claim to be the market-leading private equity CRM that is built on Salesforce.
It is an industry-focused data management solution that can help you prioritize, protect and position your data.
The CRM can automate your data entry by capturing customer interactions, recording notes on calls and meetings, and tracking emails.
It can guide you through the capital raising process to aid with strategic and differentiated fundraising.
The CRM allows you to generate, distribute and track PPMs automatically.
It can assist you in streamlining your processes such as the assessment of fund and direct investment opportunities.
The CRM provides structured processes that enable you to uphold compliance standards.
It offers a desktop integration with Microsoft Outlook and Excel and has a mobile app for phone access remotely.
They provide real-time reporting to enable you to track fundraising and monitor progress.

Website: https://altvia.com/aim-crm/