1. HubSpot SalesHubSpot Sales
is an efficient CRM with a variety of features that make it a good option for managing your investor relationships. The comprehensive contact management system that comes with HubSpot Sales makes it simple to keep track of your investors. Each contact record may have comments and reminders added to it, and you can even create projects and follow-ups.
Additionally, HubSpot Sales has a variety of tools that may be used to automate investor relations activities. Sending out quarterly reports or monthly newsletters is possible with the built-in email function. Additionally, it has pre-built templates for making presentations and pitch decks that can be altered.
Lastly, a variety of reporting and analytic tools included with HubSpot Sales can provide you with helpful insights into your investor connections. You may monitor the success of your investor relations activities and determine which investors are most interested in your business. You can keep track of important data using the built-in reporting tool, such as how many meetings you've had with different investors and how much money each one has pledged. Although it is by far one of the best CRMs, it is costly. The pricing for HubSpot Sales CRM begins at £38 per month.2. Pipedrive
Tracking investor relations is a substantial strength of Pipedrive
. It's easy to keep track of your interactions with prospective with Pipedrive's lead management features. Each lead record may have notes and reminders added to it, along with tasks and follow-ups. Pipedrive also has a very attractive automation feature. Using the integrated email tool to distribute quarterly reports or monthly newsletters is very beneficial. Along with that has built-in templates for making personalized pitch decks and presentations, which is quite helpful.
With Pipedrive you can monitor the success of your investor relations activities and determine which investors are most interested in your business. The most advantageous aspect of Pipedrive is that it is one of the most reasonably priced CRMs available. It starts at just $14.90 a month for the essential features, which makes it an excellent option for startups and small enterprises.3. Salesforce CRM
The best option is Salesforce CRM
if you're in charge of investor relations for a big company. Despite being costly, this CRM has a lot of power. The price for Salesforce CRM starts at £20 per month for essential features, going all the way to £240 per month for the unlimited package.
The value of being able to produce reports that demonstrate the effectiveness of your investor relations strategy cannot be overstated. Both the ability to produce custom reports and a variety of built-in reporting capabilities are included with Salesforce CRM. It can help you adjust your investor relations approach based on the data and trends. Emails are very important when it comes to investor relations so it is essential to use a CRM platform that can support this. Numerous capabilities included with Salesforce CRM make it simple to send bulk emails, monitor email interaction, and even automate email marketing campaigns.
Salesforce CRM also integrates with many popular platforms like Microsoft outlook and google applications. Nearly every CRM on the market falls short of Salesforce in terms of integrations. Additionally, a variety of capabilities included in Salesforce CRM make it simple to automate tasks related to investor relations. Salesforce even has a mobile app that allows users to access their CRM data from a smartphone or tablet.4. Zoho CRMZoho CRM
is the ideal option if you're seeking a free CRM for investor relations. This CRM has a variety of capabilities that make it a great option for startups and small enterprises. It is also relatively inexpensive. For the most basic subscription the price is £12. It might not have as many features as industry rivals, but it still offers everything you require.
Numerous features provided by Zoho CRM make it simple to manage your investor relations operation. The "workflow" function, for instance, may be used to automate processes like sending out reminders or issuing financial reports. Zoho CRM also has a mobile app, allowing you to access your data from a smartphone or tablet. Along with that, it also integrates with google apps. Popular programs like Gmail, Google Calendar, and Google Docs are included in this. Last but not least, Zoho CRM provides excellent assistance, and you can always get in touch with a customer care agent by phone, chat, or email.5. Dialllog
Although fairly new and expensive, Dialllog CRM
is one of the best and most innovative CRM platforms available today with a price of £65 per month. Dialllog is the first communication and teamwork tool created especially for venture capital firms. It provides VC firms with a 360-degree perspective of all of their operations, from sourcing and fundraising to due diligence and investment management. To assist your team in managing ongoing operations, utilizing smart insights in real-time, and preventing personal information silos, Dialllog records and organizes all of your interactions.
Only Dialllog's platform creates data-driven workflows to provide efficiency for profitable investments. Key features include the integration of email and calendar, deal flow
, due diligence, investment management, and more. This is by far one of the most promising CRM platforms for VC investor relations.