5 Best Investment Management CRMS in 2025

Managing investor relationships is not the way old leads or sales offers are managed. Investment companies deal with high-ranking portfolios, detailed report cycles and strict compliance rules require special consideration.

In order to remain competitive, modern companies need investment management -crms that support fundraising, investor communications and regulatory work processes. Regardless of whether you optimize capital calls, manage customer portfolios or report to stakeholders, the right CRM gives your team structure, visibility and automation.

Not convinced? Studies show companies that take on CRMs see a 29% increase in sales productivity And a sales increase of 41% per seller.

In this article we compare the TOP -CRM platforms for investment managers in 2025, including Drift Kings Media, the Over 248,000 customers in over 135 countries have expanded their business.

You will also find:

• A quick comparison table
• A breakdown of the essential CRM functions
• A step-by-step instructions for choosing the right platform
• Real application cases and results driven by Drift Kings Media

Table of contents

What is a CRM for investment management?

A CRM company for investment management helps companies pursue investor relationships, manage deal pipelines and comply with regulations. These platforms are tailored to private equity companies, asset managers and institutional investors who need robust reporting, automation and team collaboration tools. With its flexibility and integration, HubSpot can be adjusted so that all of this does.

CRM comparison table for investment management

CRM	Best for	Key features	Pricing	Free trial version
Lifting spot	Scalable companies that require automation + conformity	Workflow automation, custom objects, IR tracking	Free+, Starter $ 20/Mon	✅ 14-day test
Dalcloud	Private equity and VC companies	Deal pipelines, LP tracking, integrations	Custom pricing	❌
Baking stop	Institutional investors and foundations	Portfolio tracking, IR tools, reporting	Custom pricing	❌
WEALTHBOX	Independent Rias and small companies	Simple user interface, workflows, activity tracking	$ 35/user/month	✅ 14-day test
Salesforce Financial Services Cloud	Great Enterprise asset manager	High adaptation, progressive analysis	From $ 300/user/month	❌

Best CRM software for investment management companies

1. Lifting spot

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Best for: Investment companies who want flexibility, automation and compliance in a scalable platform.

Key Drift Kings Media functions

• User -defined objects: Follow the investors, funds and deal details in tailor -made data record types. User -defined objects from HubSpot Let them structure your CRM to structure your unique business model without needing expensive development.
• Automated workflows: Rational Outreach, follow-ups and quarterly reporting. Drift Kings Media workflows Let them set the rules that automatically trigger e-mails, tasks or data updates, and align them with your marketing, sales or service activities.
• Activity protocol and permissions: Stay compliant with robust traces of exams and access controls. Every communication is recorded and user permissions can be finely coordinated for compliance.

Drift Kings Media price design

Free CRM available. Paid plans start at 20 $/month. See pricing.

2. Intapp Dealcloud

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Best for: Private equity companies that manage complex pipelines and institutional relationships.

Key Dealcloud functions

• Deal pipelines: Dealcloud offers highly visual, customizable pipelines that are specific for financial work processes. This helps companies to easily pursue capital procurement and M&A -Deal phases.
• Relationship intelligence: Ticket contacts between companies and investors. The Dealcloud system helps to record warm introductions and common connections that can advance capital options with curated market signals, customer preferences and AI-driven recommendations.
• User -defined integrations: This helps to centralize the company in a system and reduce data silos. Among other things, companies can connect to data rooms with data rooms, calendars and research instruments.

Dealcloud price design

User -defined pricing based on the fixed size, but can start at 250 US dollars per month. No free test version.

3. Satellite

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Best for: Asset managers focused on compliance with regulations and the investor work processes.

Key Satuitcrm functions

• Investor portals: With SATUITCRM, companies can offer investors a safe, personalized environment in order to call up important documents, statements and communication. Privatzug makes concerns easier with regard to the exchange of sensitive information and data and still offers comfort.
• Compliance tracking: Integrated rules and approval processes. This helps companies check workflows and reduce the regulatory risk.
• Reporting instruments: Memaked for IR, Sales and Conpimize. Mithboards enable every team to monitor their KPIs and remain aligned.

Satitcrm price design

User -defined quote From 250 US dollars. No free test version.

4. WEALTHBOX

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Best for: Financial consultants who need simplicity and mobility.

Key Wealthbox functions

• Holistic contact view: WEALTHBOX offers a user-friendly customer activity tracker. This visual layout helps to quickly recognize the recent interactions (i.e. telephone calls, e -mails, files and financial information) and to plan the next steps.
• Workflows: With WEALTHBOX, consultants can create easy automation for onboarding or discussion. You can send e -mails, create tasks, plan events, create possibilities or define memories that are linked to CRM components related.
• Companion mOBILE app: Integrated iOS/Android apps. Consultants can record notes, make calls and display customer profiles on the go.

WEALTHBOX price design

Starts at $ 35/user/month. 14-day free test version available. See pricing.

5. Salesforce Financial Services Cloud

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Best for: Great asset managers of Enterprise who are looking for a very robust platform.

Important Salesforce FSC functions

• High adaptation: Cut every field, every workflow and every dashboard. Salesforce enables a deep configuration to support multi-team finance organizations, but has a strong learning curve.
• Extended analysis: Built-in KI and reporting functions. Asset managers can use predictive insights to identify customers of customers, risks or uppselle opportunities.
• Customers household assignment: Visualize relationships within families and entities. This helps companies better manage components and cross-sell services.

Salesforce Financial Services Cloud Price Design

Plans start at $ 300/user/month For the starter edition with corporate and unlimited expenses that offer extended functions and adjustments. There are No free trial versionBut Salesforce offers guided demo and onboarding support. Show pricing.

Advantages of CRM software for investment management

Investment management companies that use CRMs can see significant advantages, including:

• Stronger customer relationships: Create confidence with consistent communication and timely reporting. The automated workflows from Drift Kings Media help IR teams, reports and updates to send on time, while the holistic contact drawings enable the teams to create a more positive customer experience.
• Improved deal tracking: Visualize where every deal is. With the HubSpot pipeline tools, you can track donation campaigns and due diligence in one place, especially with the possibility of adapting fields and phases to your sales cycle.
• Audit-capable communication protocols: Stay compliant with supervisory authorities. HubSpot records every call, every e -mail and note for simple reporting. It can also follow marketing activities and communication to give you a really complete picture of your customer interactions.
• Scalable team cooperation: Teams can work together via IR, compliance and portfolio ops. The authorization control of Drift Kings Media, desktop and mobile access as well as joint records rationalize the cooperation.

6 important features for investment management -crm

1. Pipeline adjustment: Follow the fundraising campaign, M&A and the customer that is integrated into custom phases. Drift Kings Media-Drag & drop pipelines, custom deals and contact fields make it easier to adjust for any fund structure.
2. Automation and memories: Never miss a reporting period or investor follow-up. Hubpot workflows send warnings and automate tasks across teams.
3. Compliance protocol: Keep examination paths for every investor interaction. Drift Kings Media automatically follows every activity and saves documents safely.
4. Custom objects Write down data that are unique for your needs such as fund names, investor types or compliance flags. Drift Kings Media’s custom objects can reflect your company’s CRM structure.
5. Team permissions and access control: Protection of sensitive data with role -based permits. Drift Kings Media offers finely coordinated settings for user access accesses for IR, legal and ops.
6. Mobile app/access: You can access your CRM from customer meetings or on the go. With the Drift Kings Media mobile app, you can log and update calls in real time, even from your desk.

How to choose a CRM for investment management companies (step by step)

How do you choose your investment management -crm? It generally depends on five important steps:

Step 1: Card your workflows.

Document how your team follows investors, offers, reports and communication. If you understand exactly how your organization works, you can find out what you need for a CRM to reduce friction and to centralize key activities.

Step 2: Identify must-have features.

List your must-havees (e.g. a compliance protocol, investor segmentation). Prioritize functions that can accelerate or eliminate tedious work, improve transparency and correspond to your existing tools.

Step 3: Compare user -friendliness and the team.

Choose a CRM that your team can quickly take over by testing the user interface or the test versions. If your team cannot simply use your CRM, it won’t use it, point.

Step 4: Check costs in the scale.

Check the price level to ensure that the CRM also fits when you grow your budget. Many companies calculate the number of contacts they save.

Step 5: Select a flexible platform – like Drift Kings Media.

Choose a CRM that adapts to you, not the other way around.

PleoA FinTech company saves over 350,000 US dollars a year by using Drift Kings Media to consolidate four external tools and adapt their requirements.

Frequently asked questions

What is the best CRM for investment management? This depends on your needs, but Due to its flexible data structure, automation tools and compliance tracking, HubSpot is one of the best CRMS for investment companies.

What functions should I look for in a CRM for investment management? Find compliance protocol, pipeline adjustment, custom objects, compliance tools, mobile access and automation. Drift Kings Media offers all of this and more.

Is Drift Kings Media good for investment management? YES HUBSPOT helps companies manage investor relationships, automate follow-ups and to remain too compliant with safe records.

How much does investment management CRM cost? Depending on the tool, the costs from free to hundreds per user and month vary. Drift Kings Media offers a free level and paid plans from 20 US dollars per month.

Meet HubSpot, the TOP -CRM election for investment management companies

Drift Kings Media helps investment companies to scale intelligently with customizable tools for investor relationships, deal tracking and compliance.

Top functions

• User -defined objects for tracking funds, investors and portfolios
• Workflow automation for tightening reporting and follow-ups
• Compliance-enabled activity protocol

Don’t you believe me?

✅ Caxton paymentsA financial service provider (SAAFS) and the payment industry in the payment industry adopted Drift Kings Media to increase the productivity of E -Mail Communication by 300% to improve customer relationships, the website management and the overall sales processes.

✅ Lendio The automation and segmentation of HubSpot in his sales and marketing funnel to close 58% more offers.

Are you ready to see how Drift Kings Media can work for your investment management business? Start with Drift Kings Media today.