CRMs are the backbone of any investment firm.
In fact, at Dakota we like to say, “If it’s not in the CRM, it didn’t happen.”
A well-managed CRM does more than just store data – it enhances data integrity, improves client service, adds time back into your day, and makes meetings more productive. But a CRM is only as powerful as the data within it. To truly make an impact, it needs to be well-organized, accurate, and regularly updated.
With data quality in mind, we’ve compiled a list of the 10 best CRMs for 2025. Some are general platforms, while others are purpose-built for investment firms. A few focus on specific asset classes like long-only, private equity, private real estate, or hedge funds, and others elevate your data capabilities by integrating with additional data sources.
Ultimately, the right CRM depends on what you need it to do.
In this article, we’ll break down the top 10 CRM platforms for 2025, highlighting their key features and benefits. By the end of this, you’ll have a better idea on which may be the best fit for your team.
Salesforce CRM is a leading cloud-based customer relationship management platform designed to unify various business functions - such as sales, service, marketing, commerce, and IT into a single integrated system. This integration provides businesses with a comprehensive view of their customers, enabling more personalized and efficient interactions.
Key features include a 360-degree customer view for seamless client interactions, AI-driven insights for predictive analytics and automation, and customization to fit specific business needs.
For investment firms, Salesforce enhances client management by tracking interactions and investment preferences, supports data-driven decisions with advanced analytics, and ensures regulatory compliance through secure data handling.
HubSpot CRM is a cloud-based platform that integrates marketing, sales, and customer service into a unified system.
Key features include contact and deal management, email tracking, and marketing automation.
For investment firms, HubSpot enhances client relationship management by providing a centralized database for all client interactions, supports data-driven decision-making with robust analytics, and offers customizable pipelines to align with specific investment processes.
Dynamo is a cloud-based platform specifically designed for alternative investment firms, offering an integrated system that streamlines deal management, investor relations, and fundraising.
Key features include relationship intelligence to assess the health of client interactions, centralized target research with third-party data integrations, and pipeline management to monitor live deals and maintain momentum.
For investment firms, Dynamo enhances client relationship management by providing a centralized database for all client interactions, supports data-driven decision-making with robust analytics, and offers customizable pipelines to align with specific investment processes.
Intapp DealCloud is a cloud-based platform tailored for financial and professional services firms, offering comprehensive deal and relationship management solutions.
Key features include AI-powered relationship intelligence, centralized data management, and customizable workflows.
For investment firms, DealCloud enhances client relationship management by providing a single source of truth for all client interactions, supports data-driven decision-making with advanced analytics, and offers customizable pipelines to align with specific investment processes.
Backstop Solutions offers a cloud-based CRM platform specifically designed for investment professionals, including hedge funds, private equity, and venture capital firms. Key features include centralized relationship management, customizable reporting, and compliance support. For investment firms, Backstop enhances client relationship management by streamlining firm’s intelligence to help power success.
Juniper Square is a cloud-based platform designed specifically for investment firms, offering an integrated system that streamlines investor relations, fundraising, and investment management. Key features include centralized communication to manage all investor interactions in one place, customizable data fields to tailor information tracking, and lead management tools to capture and organize prospective investor details. For investment firms, Juniper Square enhances client relationship management by providing a single source of truth for all partnership data.
Satuit is a cloud-based platform tailored for investment professionals, including asset managers, hedge funds, and private equity firms. Key features encompass comprehensive relationship management, sales pipeline tracking, and compliance support.
Affinity CRM is a cloud-based platform designed for investment firms, offering an integrated system that streamlines deal sourcing, relationship management, and workflow automation.
Key features include AI-powered relationship intelligence to uncover valuable connections, automated data capture to reduce manual entry, and customizable workflows to align with specific investment processes.
For investment firms, Affinity enhances client relationship management by allowing firms to find, close and grow deals faster.
Microsoft Dynamics 365 is a cloud-based platform that integrates customer relationship management and enterprise resource planning applications, offering a comprehensive solution for businesses. Key features include AI-driven insights to enhance decision-making, seamless integration with Microsoft 365 for improved collaboration, and customizable modules tailored to specific business needs.
Dakota Marketplace isn’t just a database – it’s a purpose-built platform with with robust CRM capabilities. Designed to help investment firms manage relationships and drive sales, it enables effortless handling of accounts, contacts, and opportunities while keeping private data secure and accessible only to your team.
Key features include adding real-time meeting notes and activity tracking for actionable insights, automated opportunity and pipeline reports for instant deal visibility, and streamlined workflows that enhance collaboration and efficiency.
For investment firms, Dakota Marketplace enhances client relationship management, supports data-driven decision-making, and centralizes the sales process all in one platform designed to help you move faster and close more deals in 2025!
Which of these CRMs is right for you?
You’ve reached the end of a pretty long list, so you might be wondering: what’s next? When it comes down to it, a CRM is only as good as the data within it. So, the question becomes, which kind of CRM will best allow your firm to manage your data?
If you’re an investment firm, you might have more budget available, and tons of data to manage. You also have things like compliance and time to worry about, and want the best, most reliable option for your sales team.
