Top CRM Solutions for Investor Relations Teams in 2026

Investor trust is built on clear, consistent communication — and lost in a single missed update.

That's why choosing the best CRM for investor relations isn't just about managing contacts. It's about streamlining outreach, tracking every conversation, and building long-term confidence at scale.

A purpose-built CRM helps investor relations teams stay organized, personalize follow-ups, and provide full transparency — all in one place.

This guide breaks down the top CRM tools designed for investor relations professionals, so you can focus on what matters most: growing trust, not spreadsheets.

The 5 best CRMs for investor relations

👉 Попробуйте folk CRM бесплатно

1. народный

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting.

Основные характеристики

• Обогащение контактов: автоматически обогащает контактные данные, находя адреса электронной почты и URL-адреса LinkedIn, что позволяет эффективно связываться с клиентами без ручного ввода данных или дополнительных затрат на услуги электронной почты.
• LinkedIn integration: Seamlessly import contacts from LinkedIn and Sales Navigator to track contacts within folk, and leverage your network. You can also use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook, with email sequences that automate your follow up. Plus access to templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Функции на базе искусственного интеллекта: инструменты искусственного интеллекта помогают управлять контактами и отношениями, автоматизировать рутинные задачи и предлагать действия для повышения производительности.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Плюсы

• Простота использования: folk хвалят за интуитивно понятный интерфейс, который делает его доступным даже для пользователей без технических знаний, благодаря быстрой адаптации и минимальной кривой обучения.
• Все в одном: folk оптимизирует ваш рабочий процесс, позволяя импортировать контакты из LinkedIn, автоматически находить их адреса электронной почты, связываться с ними с помощью настраиваемых последовательностей писем и отслеживать взаимодействия в конвейере, устраняя необходимость в использовании нескольких инструментов и экономя время и деньги.
• Full customizability: Make folk work for your needs through its custom fields, pipelines, dashboards, automation and workflows. folk can support multiple business functions including sales, marketing, recruitment and more.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Минусы

• Reporting: Currently lacks reporting features, but there are plans for future implementation.
  

Цены и тарифные планы

Вы можете попробовать folk бесплатно в течение 14 дней. После этого действуют следующие тарифные планы:

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальная настройка: от 60 долларов США за пользователя в месяц.

👉🏼 Try folk now to start a 14-day trial and manage your investor pipeline in one place

2. HubSpot

HubSpot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Основные характеристики

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, essential for nurturing potential investors and keeping them engaged.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping you manage investment opportunities and track progress.
• Lead scoring: Prioritize leads with predictive scoring to identify high-potential investors and focus your efforts effectively.
• Operations Hub: Syncs and automates business processes across different systems, ensuring seamless investor relations management.
• Customizable dashboard and reports: Allows you to create customized dashboards and reports to track metrics and gain insights into your investor relations efforts.

Плюсы

• User-friendly interface: HubSpot is known for its intuitive and easy-to-use interface, making it accessible for managing investor relations without a steep learning curve.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, ideal for startups managing investor relations on a budget.
• Seamless integration with marketing tools: HubSpot integrates smoothly with its marketing, sales, and service hubs, creating a unified platform for managing investor communications and relationships.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing and lead nurturing, helping you maintain consistent communication with investors.
• Customizable dashboard and reports: Allows you to create customized dashboards and reports to track metrics and gain insights into your investor relations efforts.

Минусы

• High cost at higher tiers: HubSpot's pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses as they scale.
• Ограниченные возможности настройки в бесплатном тарифе: бесплатный тариф и более низкие тарифные планы имеют ограниченные возможности настройки, что может ограничивать гибкость для растущих компаний.
• Сложность расширенных функций: некоторые расширенные функции, такие как настраиваемые отчеты и рабочие процессы, требуют длительного освоения и могут потребовать дополнительного обучения.
• Ограничения электронного маркетинга: функциональность электронного маркетинга в бесплатном тарифе ограничена количеством писем, которые можно отправить, что может быть недостатком для компаний с большими списками рассылки.
• Ограниченные возможности отчетности на нижних уровнях: подробные функции отчетности и аналитики часто доступны только в более дорогих тарифных планах, что ограничивает возможности анализа для компаний на нижних уровнях.
  

3. Pipedrive

Pipedrive — это веб-CRM для малых предприятий, предлагающая управление лидами, автоматизацию, интеграцию с электронной почтой и настраиваемые конвейеры для оптимизации продаж.

Основные характеристики

• Lead and deal management: Centralized tools to manage investor data, interactions, and investment opportunities, helping teams act quickly on potential deals.
• Sales automation: Workflow automation to handle repetitive tasks, such as investor follow-ups and email sequences, allowing teams to focus on building relationships and closing investments.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM, ensuring no investor interaction is missed.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track investor engagement, forecast funding rounds, and gain actionable insights.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect sensitive investor information.

Плюсы

• User-friendly interface: The CRM is known for its intuitive and visually appealing interface, making it easy for users to navigate and manage investor pipelines.
• Sales pipeline focus: Specifically designed for managing investment pipelines, offering a visual approach that helps teams track investment opportunities and activities effectively.
• Customization: Allows for a high degree of customization, enabling users to tailor the platform to their specific investment processes with custom fields and workflows.
• Функции автоматизации: включает инструменты автоматизации, которые помогают оптимизировать повторяющиеся задачи, такие как отправка последующих электронных писем и продвижение сделок по воронке продаж, что позволяет сэкономить время и повысить производительность.
• Reporting and analytics: Offers robust reporting and analytics tools that provide valuable insights into investor engagement and help identify areas for improvement.

Минусы

• Ограниченные расширенные функции: отсутствует ряд более продвинутых функций CRM, таких как расширенные возможности автоматизации маркетинга и искусственного интеллекта, которые доступны на других платформах.
• Базовая отчетность на нижних уровнях: функции отчетности и аналитики в базовых планах несколько ограничены, что требует обновления для доступа к более подробной информации.
• Restricted customization options: While customizable, it does not offer as many advanced customization options as some other CRMs, which can be a drawback for businesses with complex needs.
• Отсутствие встроенного инструмента для рассылки писем: не включает встроенные функции рассылки писем, поэтому пользователям необходимо интегрировать сторонние инструменты для рассылки писем, чтобы получить такую функциональность.
• Limited customer support hours: Customer support is not available 24/7, which can be inconvenient for businesses operating in different time zones or needing immediate assistance.
  

Цены и тарифные планы

Годовая подписка на Pipedrive предоставляется на следующих условиях.

• Essential plan: Starts from $24 per user, per month.
• Расширенный план: от 44 долларов США за пользователя в месяц.
• Power plan: Starts from $79 per user, per month.
• План «Enterprise»: от 129 долларов США за пользователя в месяц.

4. Salesforce

Salesforce — это надежная CRM-платформа для крупных предприятий, предлагающая инструменты для продаж, маркетинга, обслуживания и аналитики с широкими возможностями масштабирования.

Основные характеристики

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, suitable for managing investor relations efficiently.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing organizations to tailor the platform to their specific investor relations workflows and manage growth effectively.
• Artificial intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights that help optimize investor engagement strategies.
• Extensive integration capabilities: With Salesforce's AppExchange, companies can integrate the platform with various third-party applications, ensuring seamless operation across different business systems.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for organizations handling sensitive investor data.

Плюсы

• Comprehensive feature set: Salesforce offers an extensive range of features covering sales, service, marketing, and more, making it a powerful tool for managing all aspects of investor relations.
• Highly customizable: Salesforce is highly customizable, allowing businesses to tailor the platform to their specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Salesforce integrates with a vast array of third-party applications, as well as its own ecosystem of tools, enabling seamless data flow across platforms.
• Advanced analytics and reporting: Salesforce provides powerful analytics and reporting tools, allowing businesses to gain deep insights into their data and make informed decisions.
• Artificial intelligence (AI) integration: Salesforce Einstein, the platform's AI engine, offers predictive analytics, automation, and personalized recommendations to enhance productivity and investor engagement.

Минусы

• High cost: Salesforce can be expensive, especially for small to medium-sized businesses, with high licensing fees and additional costs for add-ons and customization.
• Steep learning curve: Due to its extensive feature set and complexity, Salesforce often requires significant time and training for users to become proficient.
• Сложная настройка и адаптация: первоначальная настройка и адаптация могут быть сложными и часто требуют помощи экспертов или сертифицированных консультантов, что увеличивает общую стоимость.
• Overwhelming for small teams: Salesforce's robust features may be overkill for smaller teams or businesses, leading to underutilization of the platform's capabilities.
• Integration complexity: While Salesforce offers extensive integration capabilities, integrating it with third-party applications can be complex and require technical expertise.

Цены и тарифные планы

При годовой подписке план Service Cloud от Salesforce выглядит следующим образом.

• Стартовый пакет: от 25 долларов США за пользователя в месяц.
• Профессиональный пакет: от 100 долларов США за пользователя в месяц.
• Enterprise: от 165 долларов США за пользователя в месяц.

5. Zoho

Zoho — это CRM-система с сильным акцентом на продажи. Она обладает функциями организации рабочего процесса, управления процессом продаж и автоматизации рабочих процессов. Есть также функции для маркетинговых команд, включая управление мероприятиями и сегментацию клиентов.

Основные характеристики

• Lead and contact management: Efficiently manage and track interactions with leads, investors, and investment opportunities to streamline communication.
• Customizable dashboards and reports: Create tailored dashboards and reports to analyze investor engagement and track investment performance.
• Multi-channel communication: Integrate email, phone, social media, and live chat to maintain seamless communication with investors.
• Workflow automation: Automate routine investor relations tasks to enhance productivity and ensure timely follow-ups.
• AI-powered sales assistant (Zia): Utilize predictive analytics and intelligent suggestions to optimize investor engagement strategies.

Плюсы

• Affordability: Zoho CRM offers competitive pricing, making it accessible for startups and growing businesses focusing on investor relations.
• Customization: Extensive customization options allow tailoring the CRM to specific investor relations needs, including custom fields and workflows.
• Integration with Zoho suite: Seamless integration with other Zoho products provides a comprehensive solution for managing investor relations and other business functions.
• Multi-channel communication: Supports email, phone, social media, and live chat, enabling efficient management of all investor interactions from a single platform.
• AI-powered features: Zia, the AI assistant, offers intelligent insights and task automation, enhancing efficiency in managing investor relations.

Минусы

• Сложная кривая обучения: обширные возможности настройки могут ошеломить новых пользователей, и для освоения платформы потребуется значительное время.
• Сложная настройка: первоначальная настройка и конфигурация могут быть сложными, особенно для компаний, не имеющих технических знаний или специальных ИТ-ресурсов.
• Проблемы с производительностью: Периодические сообщения о низкой производительности, особенно при работе с большими наборами данных или сложными операциями, могут снижать продуктивность.
• Ограниченная интеграция с сторонними приложениями: хотя Zoho хорошо интегрируется с собственным набором продуктов, интеграция со сторонними приложениями может быть ограничена или потребовать дополнительных усилий.
• Customer support quality: Customer support can be inconsistent, with some users reporting slow response times or unhelpful assistance.
  

Цены и тарифные планы

Zoho's free plan is limited to three users. After that, an annual subscription plan is as follows.

• Стандартный: 20 долларов США за пользователя в месяц.
• Профессиональная версия: 35 долларов США за пользователя в месяц.
• Предприятие: 50 долларов США за пользователя в месяц.

Почему вам нужна CRM

Implementing the right CRM system can change how you manage investor relations, helping you streamlining processes and enhancing communication. Here's how.

Проблемы без CRM

Managing investor relations without the right CRM can lead to numerous challenges.

• Disorganization: Keeping track of investor information can become chaotic and fragmented.
• Missed opportunities: Without a centralized system, important follow-ups and opportunities can easily be overlooked.
• Inefficient processes: Manual tracking and communication can be time-consuming and prone to errors.
• Lack of insight: Without analytics, it's difficult to gauge investor engagement and interest.
• Inconsistent communication: Managing communications manually can lead to irregular and unprofessional interactions.

Преимущества CRM

Fortunately, a good CRM can help address these challenges and provide extra benefits like these.

• Centralized information: All investor data is stored in one place, making it easily accessible.
• Enhanced efficiency: Automate routine tasks and streamline workflows to save time.
• Improved customer relationships: Maintain personalized and timely communication with investors.
• Better decision-making: Gain valuable insights through analytics and reporting features.
• Increased sales: Leverage data to identify and capitalize on new investment opportunities.
• Consistent communication: Ensure regular and professional interactions with automated reminders and templates.

Как оценить и выбрать CRM

With a lot of CRMs in the market to choose from, it can be hard to figure out which CRM fits your business goals best. To help you with your decision making process, we've put together the following tips you can use as a check list.

1. Определите свои требования

Before you dive into the research bit, it's important to identify what key features you need that align with your business goals. Essential functionalities might include investor tracking, communication management, document storage, and analytics. Make a list of must-have features that will streamline your investor relations processes and enhance engagement. Start with the following list of key features that we've rounded up for you, and edit it according to your specific needs.

Key features of a CRM for investor relations

• Автоматизированные процессы: оптимизирует задачи за счет автоматизации повторяющихся рабочих процессов.
• Contact enrichment: Automatically finds Leads, Investors, Investment opportunities email addresses and contact information, enhancing efficiency.
• Structured pipeline: Tracks Leads, Investors, Investment opportunities through defined stages, ensuring process clarity and effectiveness.
• Слияние почты и последовательности электронных писем: повышает эффективность коммуникации с помощью шаблонов для последующих действий и автоматизированных последовательностей.
• LinkedIn connection: Seamlessly imports Leads, Investors, Investment opportunities from LinkedIn and tracks conversations within the CRM.
• Аналитика: предоставляет необходимый анализ данных и прогнозную информацию для более эффективного планирования.

2. Соображения бюджета

Balancing cost and return on investment is vital when choosing a CRM. Consider the pricing models of different CRM platforms and evaluate whether their features justify the cost. Look for solutions that offer scalable pricing options, allowing you to upgrade as your investor base grows, ensuring a cost-effective investment.

3. Процесс отбора

Researching and selecting the right CRM vendor involves several steps. Start by seeking recommendations from peers or industry experts. Read online reviews and case studies to understand how different CRMs perform in real-world scenarios. Shortlist vendors that specialize in investor relations and offer robust customer support and training resources.

4. Получите демо-версию

To make an informed decision, make sure you try and compare different CRM platforms tailored for investor relations. A demo allows you to explore the features and functionalities tailored for investor relations. You'll get a feel for the user interface and understand how the CRM can streamline your investor communication and management processes. To see how Folk can help you manage your investor relations more effectively, get a demo here.

👉🏼 Try folk now to get a live demo and see how pipelines, enrichment, and email sequences streamline investor outreach

3 совета по внедрению CRM

At this stage, it's time to get excited about your brand new CRM. To help you get familiar with it as soon as possible, we suggest you tick off these three things in the first few weeks of implementing your CRM.

1. Импортируйте свои данные в новую CRM-систему.

Transitioning to a new CRM can be seamless if you start by importing your existing data. Export your current investor records as a CSV file from your current CRM. This ensures that all your investor information is intact and ready for use in the new system. And, you won't have to worry about manually adding contact information.

2. Create a first pipeline

Once your data is imported, the next step is to set up your first pipeline. This pipeline should reflect the stages of your investor relations process, such as Initial Contact, Meeting Scheduled, Due Diligence, Investment Received, and Follow-Up. Customizing your pipeline to match your investor engagement strategy will help you track interactions and progress effectively.

3. Привлеките свою команду

Effective use of a CRM for investor relations involves your entire team. Ensure that everyone understands how to use the new system by providing training sessions and resources. This will help your team to manage investor interactions consistently and efficiently, leading to better relationship management and successful fundraising outcomes.

Заключение

Choosing the best CRM for investor relations is crucial for streamlining your processes, enhancing communication, and ultimately driving successful investment outcomes. Each CRM discussed—folk, HubSpot, Pipedrive, Salesforce, and Zoho—offers unique features and benefits tailored to different needs and budgets. Whether you prioritize ease of use, advanced automation, or comprehensive integration, there is a solution that can meet your specific requirements. To experience firsthand how a modern CRM can revolutionize your investor relations, try folk for free here.

Нужна помощь? Воспользуйтесь нашим бесплатным инструментом, чтобы найти идеальный CRM-решение.

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Часто задаваемые вопросы

What is a CRM for investor relations?

A platform to centralize investors, deals, and communications. It tracks meetings, notes, documents, and updates, automates follow-ups, and reports on engagement so teams build trust and run fundraising with fewer spreadsheets.

What features should an investor relations CRM include?

Must-haves: customizable pipelines, contact enrichment, LinkedIn capture, email sequences and mail merge, activity tracking, permissions, analytics, and integrations with email, calendar, and automation tools. Security and GDPR compliance are essential.

Which CRM is best for investor relations?

It depends on team size and complexity. For lean teams, folk CRM offers pipelines, enrichment, and email sequences. HubSpot and Pipedrive suit scaling teams; Salesforce fits complex enterprise needs. Trial options and match to workflow and budget.

How much does an investor relations CRM cost?

Expect $20–$150+ per user/month. Examples: folk CRM from $20–$40 with a trial; Pipedrive from $24; HubSpot and Salesforce rise at higher tiers. Annual billing often lowers price. Include onboarding, add-ons, and integrations in total cost.