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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.

DealCloud Nektar 4Degrees.ai Zapflow CNN Money InsightsCRM Theory A Sevanta Dealflow Outset

Product categories

AI Analytics CRM CRM Platforms Customer Feedback DealFlow ERP File Manager Investing Investment Management Personal Finance Sales

Summary

The top products on this list are DealCloud, Nektar, and 4Degrees.ai. 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. DealCloud Landing Page
    DealCloud Landing Page
    1

    DealCloud

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

    #CRM #CRM Platforms #Investment Management

  2. Nektar Landing Page
    Nektar Landing Page
    2

    Nektar

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

    #CRM #Sales #Sales Workflow

  3. 4Degrees.ai Landing Page
    4Degrees.ai Landing Page
    3

    4Degrees.ai

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

    #CRM #CRM Platforms #Investment Management

  4. Zapflow Landing Page
    Zapflow Landing Page
    4

    Zapflow

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

    #CRM #CRM Platforms #DealFlow

  5. CNN Money Landing Page
    CNN Money Landing Page
    5

    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

  6. insightscrm.com
    6

    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

  7. Theory A Landing Page
    Theory A Landing Page
    7

    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

  8. Sevanta Dealflow Landing Page
    Sevanta Dealflow Landing Page
    8

    Sevanta Dealflow

    Sevanta Dealflow offers custom hosted workspaces for venture capital and private equity firms.

    #CRM #CRM Platforms #Investment Management

  9. Outset Landing Page
    Outset Landing Page
    9

    Outset

    NOTE: Outset has been discontinued.
    Outset is a real-time, standardized, automated portfolio management tool for investors in SaaS startups.

    #Customer Feedback #AI #Analytics

Related categories

💼 CRM Platforms 📂 DealFlow 🧠 AI 💳 Personal Finance 💬 Customer Feedback

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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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