Best 6 Investor Relations CRMs. We tried out 52 Investor Relations CRMs and shortlisted the 6 best options considering these factors: Communication and document management: How fundraisers can get in touch with investors (individually or in bulk), track these interactions, upload documents, and handle signatures.
Reporting and analytics: How the CRM reports the investor interactions, pipeline, activities and how easy it is to create custom filters, metrics, and dashboards. Customization: How flexible the investor relations CRM is, & how much you can customize it to work your own workflow.
Best 6 Investor Relations CRMs
In this article, you can know about Best 6 Investor Relations CRMs here are the details below;
Pricing: How much it costs, and what kind of billing schedules the CRM has. Let’s dive into each of the 6 best Investor Relations CRMs in detail, so you can find out which is the multiple suitable one for your use case.
Irwin
Irwin is a CRM made specifically for investor relations management. In addition to the CRM component, Irwin provides tools for companies to find investors.
Communication and document management
Irwin allows you to track all your communication and integrates with Outlook calendar, so you are always on top of the latest interactions with your investors, even with a large team. They present this information in an activity feed:
It doesn’t have integrated emails though, so you need to manually enter this information. In addition, there are no options to upload documents or manage signatures.
Reporting and analytics
Irwin provides powerful reports and analytics, including investor databases, allowing you to find potential investors.
In addition, there are reports for the events and activities you create using Irwin. With these reports, you can see how effective your marketing actions are.
Customization
There is very little space for interface customization, but you can add custom data fields and generate your own investor databases.
Irwin gets a lot of praise for its support team as well, who frequently help customers with small issues that could be considered custom work.
Pricing
Its pricing isn’t public, but it looks like Irwin is quite expensive based on the reviews I’ve found. In general, Irwin is geared towards enterprise-level founders rather than solo founders.
The Verdict
Pros
Very responsive support team
Easy to use
Built as an investor relations CRM from the start
Allows you to search for new investors
Cons
Expensive for solo founders
Very little integration with external tools
Doesn’t provide automatic email integrations.
Irwin is a great choice if you have a big team and want to use it to find new investors. However, it is hard to justify its price for small companies that just want to manage their current investors.
Softr
Softr is a no-code platform that allows you to create your own investor relations CRM. You can utilize a template, such as the Investor Portal template or the CRM template to get started with a few clicks. Or you can produce it from scratch employing the visual builder. Also check free keyword tools
You can customize your CRM in any way you want using the Softr elements, including access control tools, integrations, and databases.
Communication and document management
With Softr, you can manage your investors in a pipeline just like you can with other CRMs. There is no direct email integration, but you can apply email automation with Airtable/Google Sheets or even access it with webhooks.
At the end, you can always manually log your activities if you want, just like you would do in Irwin.
You get full control over document management, uploads, and signatures. You can control which users can see pages or download files.
Reporting and analytics
You can easily create charts, reports, and dashboards.
You can create custom metrics and generate reports for virtually any metric you want.
Customization
Softr is fully customizable since you create the interfaces using a no-code builder. You can utilize a template to obtain started quickly though.
Pricing
Softr has a free tier, and all paid plans have a 30-day trial. There are 4 plans as well as custom pricing for enterprise clients. All plans have discounts in yearly billing (2 months for free), and prices listed here are the discounted prices.
The free plan allows 100 external users per app, while the basic plan ($49/mo) allows 1,000 external users. So, if you have a CRM with up to 1,000 users, the basic plan works fine.
The professional plan is $139/mo, and it removes all Softr branding and allows loading more records per dynamic blocks – up to 25,000, as opposed to 1,000 for the free plan and 5,000 for the basic. You can have up to 5,000 external users, as well as advanced blocks, such as inboxes, calendars, and kanbans.
Softr Pricing
The business plan is $269, and it allows more external users (10,000 per app), more records per block (50,000), more blocks (timeline and org charts) and downloadable apps.
The Verdict
Pros
Fully customizable
Easy to get started with templates
The free plan works well for solo entrepreneurs
Cons
There is no native email integration out of the box, so you’ll need to use webhooks or an API to send emails straight from your CRM
Softr is a flexible option for an investor relations CRM for big and small companies, as it’s fully customizable and easy to get started with.
Effortlessly streamline investors and funding rounds and create your investor relations CRM with a few clicks.
Visible.vc
Visible.vc allows you to create an investor database, communicate with investors, and track your interactions with them. It is focused on investor relations en masse, like a newsletter, along with finding new investors on their database and pitching to them.
Communication and document management
Visible.vc allows you to communicate with investors in bulk, similar to a newsletter with the Investor Updates tool.
You can share your pitch deck with investors and track their profiles. In addition, you can find potential investors on their database.
There are no methods to generate or track direct one-on-one interactions though.
Reporting and analytics
Visible.vc provides custom reporting tools, using premade charts to display your metrics.
Customization
There is very little room for customization. Visible.vc does have some integrations with external services though, which can be quite useful.
However, there’s no room for custom workflows, so you’ll need to adjust to the tool.
Pricing
Visible.vc prices range from $49/mo to $399+/mo. All plans have a 25% discount on yearly billing, and prices described here are the annual discounted prices.
The lite plan costs $49/mo, and it includes the core features for an investor relations CRM. It includes communication features, dashboards, and 2 fundraising pipelines.
The pro plan costs $99/mo, and it adds data integrations, Zapier connection, 5 fundraising pipelines, and custom branding for the pitch decks.
The scale plan is currently $149/mo. It removes all Visible.vc branding, allows you to use custom domains and have no limits for how many fundraising pipelines you can create.
There is no information on what the enterprise plan adds, but it starts at $399 per month.
The Verdict
Pros
Bulk-emails feature
Easy reports
Investors database
Cons
It lacks one-on-one tracking tools
There is no free plan
Foundersuite
Foundersuite contains a set of features to manage your pipeline as you would do for clients in a CRM, but with investors.
Communication and document management
Foundersuite contains email integration, which allows you to send, read, and track emails directly from the platform. You can manage emails, tasks, downloads, and anything else you might want to manage in an investor relations CRM.
The communication features are much closer to a “pure” CRM like Pipedrive than to an investor relations CRM like Irwin.
Reporting and analytics
There is very little admin-level reporting on Foundersuite. With it, you can easily generate reports for your investors (clients), but your own team won’t have a lot of data at hand regarding how effective your CRM usage is. Also check IceGram Alternatives
Customization
There are no customization options on Foundersuite. You are limited to the workflows that they give you, and that’s it.
Pricing
Foundersuite plans range from $0/month to $150/mo. The free tier can be quite limited though, as you can use it to store only up to 25 CRM entries.
The Verdict
Pros
Direct email integration
Complete tools to manage investors communication
File downloads for documents
Free plan
Cons
The free plan is quite limited, so it’s likely that you’ll reach the limit quite fast while you are hunting investors
The paid plans are billed yearly or through a very expensive monthly plan ($150)
Pipedrive
Pipedrive is the first CRM on this list that isn’t a dedicated investor relations CRM. But Pipedrive is still quite good at it. This CRM strikes a good balance between general CRM tools and some useful features for investor relations.
Communication and document management
You can manage your pipeline, and investors, add fields, manage documents, and send emails. This is probably Pipedrive’s strongest point against the other CRMs in this list.
Reporting and analytics
There are some analytics features, but they aren’t as customizable as those in Softr. With Pipedrive, you can create custom dashboards and custom reports, but you still need to get creative when it comes to getting and processing data.
Customization
Pipedrive provides automated workflows and hundreds of connections to other services such as Slack, Zoom, and Trello. You can’t create 100% custom pages in Pipedrive, but it is as powerful as it can be, given that it isn’t a no-code builder.
Pricing
Pipedrive starts at $15/user/mo and can cost up to $99/user/mo. The key aspect here is that this is the price per user. So if you have a big team, it can get expensive.
There are discounts in all plans on annual billing. The prices here are the discounted yearly prices (around 17% discount).
The essential plan costs $12.5/user/mo, and it provides basic features for an Investor relations CRM.
The advanced plan is $24.90/user/mo, and it includes email sync, automated workflows, and email tracking.
The professional plan costs $49.90/user/mo, and the main improvements on this plan are the document sharing and signing tools.
The enterprise plan is $74,90/user/mo, but there are no big differences for investor relations CRMs. There are advances in other parts such as unlimited deals, unlimited reports, security alerts, and security rules.
The Verdict
Pros
It has incredibly flexible communication tools
Hundreds of connections to other apps
Integrated emails
Cons
It can obtain quite pricey if you have a big team
There is no way to completely customize pages and reports, given that it isn’t a no-code builder.
Hubspot
The last item of our list is another highly praised CRM, Hubspot. Even though it isn’t built as an investor relations CRM, it is worth checking.
Communication and document management
It is as powerful as Pipedrive when it comes to customer communications. You can manage your pipeline, send emails, manage downloads, and add notes to investors.
In addition, you can employ it to make client portals, support sites, and so on.
Reporting and analytics
It allows you to build some reports and dashboards. Not as much as you’d see with other tools from this list though.
Customization
You can connect HubSpot with more than 1,200 apps via their marketplace. So, although you don’t control everything right off the bat, you can code apps if you want to.
Pricing
HubSpot has a free tier with limited features. When it comes to paid options, there are 4 plans:
Starter – $29.97/mo (annual commitment) – $50/mo (monthly commitment)
Professional – $1,600/mo (annual commitment and upfront payment) – $1780,01/mo (annual commitment and monthly payment)
Enterprise – $4,999.99/mo (billed at $59,999.96/year)
The free plan might work for you if you don’t do any billing, and you don’t mind not being able to customize the interface. It includes basic tools such as email communication, basic tasks management, and even a blog.
The Starter plan adds billing options, so if you have any plans of collecting payments in your CRM, that’s the way to go. This plan includes 1,000 marketing contacts.
The Professional plan allows you to customize the interfaces, and segment users into multiple lists. So you can create different interfaces for different types of investors. There are many other features from other Hubspot hubs, such as ads management, SEO, support management, and so on.
The Enterprise plan includes further layout options with conditional elements and more customization. It adds even more options for the other Hubspot hubs, with more capabilities than the Professional plan and some exclusive features.
The Verdict
Pros
Complete tools for communication and pipeline management
A lot of apps for external integration
Complete tool to create a marketing portal
Cons
Their pricing structure is quite intimidating, since they include a lot of different apps (CMS, support ticket system, and more) out of the box
If you just want a simple investor relations CRM, this is probably not the best option.
Conclusion
Today we looked at 6 investor relation CRMs, helping you calculate out which is the best option for your use case.
We hope you’ve enjoyed it, and see you again next time!
Transform your investor relations with a no-code CRM
Effortlessly streamline investors and funding rounds and create your investor relations CRM with a few clicks.
- Try Softr for free
- Frequently asked questions about Client Portal
- What is CRM in investment?
- Who are Visible.vc competitors?
- What is Foundersuite?