6 Best CRM for Investor Relations You Should Know

crm for investor relations

Trust you’re here for the best CRM for investor relations.

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Most organizations, including investor relations firms, need clarification about choosing the right CRM for their business. This is because CRMs have similar features but with differences. We’ve researched and tested different CRMs, and we observed that the six software listed in this article have features that meet the needs of the most investor relation teams.

Among the six listed in this article, Hubspot CRM is our top choice, as it perfectly meets all the needs of Investor relations.

It gathers data from the market and different databases, helps the IR hunt for potential investors, shares visibility into your deal flow pipeline, tracks fundraising rounds, and ensures the connection between the business and the investor to ensure proper information transmission and timely communication.

Below are the commonly liked CRM by investor relation firms;

Table of Contents

Best CRM for Investor Relations

1. Hubspot CRM

Hubspot Software Tools Resources For Your Business

Hubspot CRM platforms are generally known for their ability to build and strengthen relationships with investors. This is the utmost quality required for any company that deals with investors because companies that regularly communicate with their investors are 500% more likely to raise follow on funding down the road, as research suggests.

Hubspot CRM is a powerful tool with numerous features that help streamline roadshow preparation, track communications, and reduce the time for investor prospecting. Additionally, it helps companies remain compliant with MiFID II while maintaining and growing relationships with investors.

Core Features Of Hubspot

Deal management:

Hubspot CRM software lets you track, organize, and analyze your deals with investors. It also automates many aspects of the deal management processes to cut down on mundane tasks and enable you to predict your company’s investors accurately.

Meeting Scheduling:

The time between engaging a prospect and onboarding them as investors are crucial for any company dealing with investors.

Any time lost or delays during the conversion process means losing the fund. Hubspot CRM is the solution because it automates these processes, making investors interested in your company.

Lead Management:

here, HubSpot CRM works to turn leads into investors. The method comprises capturing leads, monitoring their behavior and actions, sharing updates to prevent them from slipping through the cracks, and keeping you in communication with suitable leads. The best way to prevent leads from getting lost is to opt for a HubSpot CRM for investor relations.

Relationship Tracking:

Companies dealing with investors need software that can track interactions so you can take action according to the organization’s investor’s journey map.

Interaction tracking collects data about investors’ experiences at all company levels and keeps track of investors who have raised funds and potential investors and how they communicate with the company.

Pros of Hubspot

It is convenient and has everything in one place.

Intuitive lead management.

It can be used as CMS for content marketing.

Easy of use

Cons of Hubspot

No A/B testing in their basic or PRO package.

As your requirements and contacts grow, so does this cost.

  1. Companies with highly complicated sales processes might struggle to adapt the HubSpot CRM to their needs.

Pricing details

Pricing Starts: Free Trial

2. Zoho CRM (Best for Customization)

Zoho For Investors

Zoho CRM is an award-winning CRM trusted by a global network of over 300,000 businesses in 150 countries to convert more leads, engage with customers, and grow their revenue. Zoho CRM is a single repository to raise funds, marketing, and customer support activities and streamline your process, policy, and people in one platform.

Core Features Of Zoho

Performance Analysis:

Zoho CRM is a powerful tool that helps companies dealing with investors gain fuller visibility into their strengths and weaknesses. Companies can use CRM software to optimize their fundraising, marketing, and customer service approaches to better reach and provide reports that interest their prospective investors.

Customizable Reports:

With custom reports, Zoho CRM enables you to monitor the productivity of the investor’s relation team to ensure you’re on top. It gives you a top-level overview of all the activity completed on your OnePageCRM account. You can generate and save email reports tailored to your needs.

Customizable Templates:

Zoho CRM Custom templates are a page (or group of pages) you create and then save as a template. This is an effective way to set up pages that share typical content, layout, or sub-page hierarchy – for example, a module, staff profile, or course description.

Complete Security:

The security of customer data is the priority. So, Zoho CRM uses Advanced Encryption Standard (AES) to encrypt and decrypt sensitive data. It is featured 256 protocols to assure data security. It helps you assign roles and set permission for the activities and modules. Also, it keeps a data backup regularly and checks unauthorized access with IP restrictions providing a secure CRM for investor relations.

Pros of Zoho

  1. Automation on all plans
  1. Multiple integrations
  1. Easy to use
  1. Mobile app
    1. 30- to 45-day money-back guarantee.

Cons of Zoho

  1. AI features only on top tiers.
  1. Limited custom fields.

No integrations for the free plan.

Pricing details

 Plan Starts: $0/Month

3. Salesforce CRM (Best for Third-Party Integration)

Salesforce For Investors

Software that operates independently of your CRM software requires a repetitive manual entry for all transactions. Integrating the software with your CRM software can simplify that process.

As a Salesforce CRM user, you can easily connect to the other application through third-party integration. You can connect to Google Drive, DocuSign, LinkedIn Sales Navigator, Google Ads, MailChimp, HubThunder, Adobe Sign, PandaDoc, and many more with REST services.

Core Features Of Salesforce

Third-party Integration:

Integrating third-party apps can open up a whole new range of ideas the company didn’t previously have. These ideas can be translated into new businesses.

Additionally, Salesforce CRM supports integration with third-party applications such as Microsoft Calendar, AWeber, Mad Mimi, and more. It also offers iOS and Android mobile applications, allowing users to manage their business operations remotely.

Contact Management

 Salesforce CRM assists you in importing contact details from Google, mobile, and Excel files, storing them in a central data repository, and tracking their interactions with a company.

Users can assign contacts to their investor relations team. The solution’s pipeline view allows users to view, organize, prioritize, and automate creating follow-up tasks for various fundraising stages.

Task Management

As a salesforce CRM you can create reminders in your customer accounts that sync with your calendar. You can set up tasks for yourself and also send an email reminder. You can set up recurring tasks, flagging an expiry date.

This allows for collaboration and coordination between teams, and it helps keep track of progress and ensure that tasks are completed on time. All your team can view outstanding tasks, so you’ll always know the subsequent communication and when it’s due.

Pros of Salesforce

  1. This platform can be from any place where you have an Internet connection.
  1. Salesforce handles searches exceptionally well.
  1. Highly efficient reporting functionality.

Cons of Salesforce

  1. Some objects are difficult to customize, for example, reports.
  1. Considering all the expenses, it’s a costly solution, so there may be better fits for small companies.

Pricing details

Pricing Starts: $25/Month

4. Monday CRM (Excellent for Customer Support)

Monday.com For Investors

Monday CRM is an ideal and robust solution that reduces third-party dependency and condenses data from other applications. Any company dealing with investors that wants free 24/7 access to customer support and visibility into their sales pipeline to boost productivity should consider Monday CRM software.

You submit your question and details through their contact page, and a representative will get back to you immediately.

Core Features Of Monday CRM

Customer Support Portals

Monday CRM gives customers complete visibility into their interactions with your company. They can track key metrics, support requests, or other information that can be easily shared, such as reference documents.

Email Marketing

Monday CRM allows you to integrate your CRM tools within your email marketing campaigns. This helps you easily create personalized and engaging emails for prospective and existing investors. Thereby giving them more reasons to trust you.

Live Chat

Live chat allows you to have real-time conversations with potential and existing investors, which can lead to more investors becoming interested in your company. Integrating live chat with your CRM can have several benefits for your business. It allows you to gather and store information from all the investors you have been chatting with.

Pros of Monday

  1. It has an excellent tracking feature.
  1. The email feature is also a HUGE time saver, and you can set reminders for yourself to ensure you stay on track.
  1. The reporting is also straightforward to set up and share with your teams or clients.

Cons of Monday

    1. It can be buggy and slow, especially with complex or large boards on mobile.
  1. Invoicing tracking for multiple projects connecting to a summary or dashboard has proven challenging to set up.

Pricing details

5. Salesmate CRM (Best for Affordability)

Salesmate For Investors

Salesmate CRM is a cloud-based CRM platform that helps you automate all your manual tasks so you can focus more on getting prospective investors to become interested in your company and building strong relationships.

This Salesmate CRM addressed the challenges companies dealing with investors face by reducing all the documentation-related chores, bringing order to scheduling and invoicing, and optimizing customer communication, so you can focus on what drives you ahead of your competition. It carries out all these activities at a very low price.

Core Features Of Salesmate CRM


Integrating with APIs is one of the essential parts of a Salesmate CRM system. By integrating with APIs, companies can access a wealth of data, which can help them better understand their investors and improve their investor relationships.

Email Marketing
Salesmate CRM provides a more personalized and more effective direct marketing contact with prospective investors, Enabling you to stay foremost in the minds of investors.

Document Management

Salesmate CRM document management is a system used to manage a company’s documents. This can benefit the company because they can eliminate all their papers and have everything in one place.

Internal Chat Integration

With this feature, Salesmate CRM allows you to collect and track all your leads, sales, support, or any other issues related to your investors after their chat with you, thus eliminating duplicate content and double work.

Pros of Salesmate

  1. It has excellent customer support.
  1. It offers excellent features at a very low price.
  1. Very easy to use.

Cons of Salesmate

  1. No voicemail drop option.
  1. No voicemail drop option.

Pricing details

6. Pipedrive CRM (Best for Streamlining Sales)

Pipedrive For Investors

Pipedrive CRM is a customer relationship management software geared towards streamlining the sales process. It is ideal for a growth-focused sales team and offers a simple and interactive user interface (UI) compared to others. Pipedrive’s feature of having an already-to-use standard sales pipeline that can be easily updated to suit your needs sets it apart from others.

Core Features Of Pipedrive CRM


An AutoResponder in CRM allows you to create a sequence of email messages automatically sent to your contacts at specific intervals. This helps companies dealing with investors focus on other aspects of their operations and email marketing strategy.

Furthermore, autoresponders can help build and maintain strong relationships with investors by providing consistent and personalized communication.

Lead Notification

Finding a discreet way to notify the investor relations team that their investor has arrived can be challenging, and this is where Pipedrive CRM does wonders. This system is designed to inform investor relation teams that an investor has come and is waiting to meet with them. So, investors don’t need to wait for an extended time.

Content Management

It allows users to consistently create, edit, organize, publish, and store content. This system makes it collaborative because multiple users can contribute, schedule, or manage content to be published from anywhere. It allows non-technical people who don’t know programming languages to create and manage their content easily.

When an investor relation staff uses a Pipedrive to publish content to other channels – like social, mobile apps, and e-commerce, it drastically reduces the development a company needs to do. It makes it easier to distribute content to different channels simultaneously.

Communication Management

Communication management refers to the flow of information within a company or between multiple companies. It focuses on reaching a company’s target investors by planning and implementing different methods of communication.

Pros of Pipedrive

  1. They have an excellent automation system.
  1. Improves communication between sales and management.
  1. Excellent visual visibility of the funnel plus it’s easy to drag the deals across the stages.
  1. They have a great note system that allows voice recording and easy phone access to manage notes while on a call.

Cons of Pipedrive

Configuring reports can be complex sometimes.

  1. It can be not easy to send emails from Pipedrive sometimes if they don’t sync up with your email.

Pricing details

Why should the investor relation team use CRM?

Building and strengthening relationships is the priority task for any company dealing with investors.

Since Hubspot CRM focuses on inbound marketing, you can foster relations with current and potential investors, maximize the investor relation teams’ productivity, and build a reputation as a trusted partner. It also tracks fundraising rounds.

Will the CRM keep my customers' data secure?

Ensure you pick a CRM that uses a multi-layered approach for each employee so that the data they can access depends on their roles and privileges. This ensures that your customer’s sensitive data is protected.


There is sobering evidence that for every dollar a firm spends on CRM, the return on investment is greater than $10!

Therefore, companies need to use the right CRM for investor relations. Reviews, research, and our test picked Hubspot as the perfect CRM for any company dealing with investors.

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