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.
Learn more about why HubSpot’s CRM platform has all the tools you need to grow better.
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
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.
Best CRM Software for Investment Management Businesses
Best for: Investment firms that want flexibility, automation, and compliance in one scalable platform.
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 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.
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.
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.
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
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.
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.
