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Top 9 CRM Products in Investment Management

The best CRM Products within the Investment Management category - based on our collection of reviews & verified products.

Affinity Attio DealCloud Nektar 4Degrees.ai Zapflow CNN Money InsightsCRM Theory A

Product categories

CRM CRM Platforms DealFlow ERP Email Productivity File Manager Investing Investment Management Personal Finance Sales Sales Workflow Small Business CRM

Summary

The top products on this list are Affinity, Attio, and DealCloud. All products here are categorized as: Customer Relationship Management. Platforms for managing investments, portfolios, and assets. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.
  1. Affinity Landing Page
    Affinity Landing Page
    1

    Affinity

    Relationship Intelligence, Reimagined

    #CRM #CRM Platforms #Investment Management 1 social mentions

  2. Attio Landing Page
    Attio Landing Page
    2

    Attio

    Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.
    Pricing:
    • Freemium
    • $29.0 / Monthly

    #CRM #CRM Platforms #Small Business CRM 5 social mentions

  3. DealCloud Landing Page
    DealCloud Landing Page
    3

    DealCloud

    The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

    #CRM #CRM Platforms #Investment Management

  4. Nektar Landing Page
    Nektar Landing Page
    4

    Nektar

    NOTE: Nektar has been discontinued.
    Customized field service & asset management

    #CRM #Sales #Sales Workflow

  5. 4Degrees.ai Landing Page
    4Degrees.ai Landing Page
    5

    4Degrees.ai

    Automatically track your relationships & deals with actionable intelligence to help you move them forward.

    #CRM #CRM Platforms #Investment Management

  6. Zapflow Landing Page
    Zapflow Landing Page
    6

    Zapflow

    Zapflow is a cloud-based tool for professional investors to manage their deal flows​.
    Pricing:
    • €199.0 / Monthly

    #CRM #CRM Platforms #DealFlow

  7. CNN Money Landing Page
    CNN Money Landing Page
    7

    CNN Money

    Find real-time D - Dominion Energy Inc stock quotes, company profile, news and forecasts from CNN Business.

    #CRM #ERP #File Manager 1 social mentions

  8. insightscrm.com
    8

    InsightsCRM

    Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
    Pricing:
    • Free Trial

    #CRM #CRM Platforms #Investment Management

  9. Theory A Landing Page
    Theory A Landing Page
    9

    Theory A

    Theory A reveals the hidden structure of value investing through novel intuitive visualizations.
    Pricing:
    • Freemium
    • Free Trial
    • $25.0 / Monthly

    #Personal Finance #Investing #Investment Management

Related categories

💼 CRM Platforms 💳 Personal Finance 💹 Investing 💼 Sales 🏢 ERP

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If you want to make changes on any of the products, you can go to its page and click on the "Suggest Changes" link. Alternatively, if you are working on one of these products, it's best to verify it and make the changes directly through the management page. Thanks!
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