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5 Best CRM for Investor Relations

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

Quick links for the Best CRM Software

Best Overall 🏆

Hubspot

Hubspot is the undisputed king of full-stack marketing software. With excellent CRM features.

Read Review

Most Features 🥈

PipeDrive

A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.

Read Review

Easiest To Use 🥉

Monday.com

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.

Read Review


So, you are in the market for a CRM that suits investor relations.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What is the #1 Best CRM To Use?

In short, It's Hubspot.

It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Capsule.

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Hubspot Review.

The best CRM specifically for investor relations

Investor relations or shareholder relations is a department of public relations that helps to communicate data or insights of a company with the investment community. It requires a quick inflow of information, quality customer support and automated exchanges with clients' to keep them interested in the investment asset, so you need a CRM that prioritizes sales and marketing operations while allowing you to provide a quick resolution to every problem. Have a look at the products below to pick the best CRM for investor relations:

SugarCRM

Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.

SugarCRM Features

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption.

Here are some unparalleled features offered by SugarCRM:

  • Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time. 
  • Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
  • Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
  • Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API's, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
  • Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
  • Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
  • Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.

SugarCRM Pricing

SugarCRM offers 4 pricing options depending upon the products you pick.

The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.

The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.

The “Sugar Enterprise” offers a generalized subscription plan and is priced; at $85/month/user. It offers SQL-based reporting and SugarBPM.

The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses.

TeamLeader

TeamLeader is an all-in-one software that will allow you to easily simplify your work. In a main dashboard you will find all the tasks, meetings and calls that you must follow up on a daily basis to make your relationship with your clients and potential clients grow. It also has processes that seek to simplify and automate all possible processes, such as: automating invoices and making them look totally professional.

Teamleader Features

Teamleader was founded in 2012 with the idea to make following up on administrative and sales processes facile. It is a cloud-based software that makes it readily accessible from anywhere. Teamleader continuously rolls out new features according to the latest market requirements and customer needs. Businesses of any size can benefit from Teamleader as it provides a complete professional package that takes care of your sales, billing, and management tasks.

Here are some features offered by Teamleader that can truly revolutionize your business:

  • Project Planning: Teamleader ensures that your project colleagues and clients are in sync with the latest advancements. You can share the progress directly with the client through Teamleader orbit to avoid missing out on deadlines. Moreover, it automatically copies the creation date, price quote, and expected completion time from the accepted quotation; so that you don't omit crucial elements.
  • Schedule Planning: As a project manager, you can view the schedule of all available employees to see who is yet to receive a project and distribute tasks accordingly for quick execution. You can also see how much workforce should be deployed: on a project to avoid overexerting your employees.
  • Time Tracking: Teamleader simplifies tracking work hours for both employees and project managers. Whenever you start a task, drag it to the agenda, and Teamleader will accurately clock the time spent on the project. Moreover, you'll get billed directly according to your work hours to ensure transparency on both sides. Teamleader generates an invoice and takes into account both billable and non-billable hours.
  • Comprehensive Reporting: Teamleader provides users with inbuilt report creation tools. You can set each parameter according to your preference and generate analytical data to share the company's progress with employees. Teamleader also generates insight reports that give a statistical analysis of various attributes. You can edit these pre-made reports by altering the framework and creating endless possibilities.
  • Retainers: Teamleader allows users to create milestone payments and retainers to avoid delays in tasks. You can reach an agreement with the client and decide the payment mode. Moreover, you can track how much time has been spent working on the project and release funds accordingly.
  • Exceptional support service: Teamleader provides quick access to the client inquiries and centralizes all complaints from a ticket. You can see how long a ticket has been sitting still and the urgency level of the raised issue. Teamleader tracks all complaints to ensure customer issues are solved: at the earliest.

Teamleader Pricing

Teamleader provides a subscription plan based on your CRM requirements.

Small businesses and entrepreneurs can opt for "Teamleader focus", whose subscription plans are listed below:

The "Go" plan is priced at €60/month for 2 users, excluding VAT and an extra €30 for every user.

The "Move" plan is priced at €70/month for 2 users, excluding VAT and an extra €35 for every user.

The "Boost" plan is priced at €90/month for 2 users, excluding VAT and an extra €46 for every user.

Large organizations can opt for the "Teamleader Orbit Suite", priced at €50/month with a minimum of 10 seats. You can get setup and training for an additional €1.500,00.

Pipedrive 

The Pipedrive CRM tool is intuitive and easy to use, providing a wealth of data of interest and future forecast for your customers and their interactions. It is a tool very focused on the sales area, not so much on marketing, and has a paid subscription. Currently, some of your customers are Amazon, Skyscanner or Vimeo. We have tested it to make an educational video on Youtube and have raised a special offer for readers of Marketing4eCommerce 1 month free trial (usually 14 days) and 25% discount on the first purchase. You can take advantage of it at this link.

Pipedrive Features

Pipedrive makes sales-related tasks easier by fetching leads 24/7 and emphasizes the right opportunity so you can convert it into a deal from the sales pipeline. Pipedrive has a flexible and user-friendly interface that simplifies the transition to the CRM tool for businesses, lessening the workload of the sales team.

Here are some features offered by Pipedrive:

  • Lead Management: Pipedrive offers an unsophisticated sales pipeline with several functionalities that provide a fully visual sales experience to improve efficiency and close deals faster. Users can track opportunities through all stages of the sales funnel and customize the dashboard to move all leads at one place for smoother interaction and prioritization. Moreover, Pipedrive provides users with an AI-powered sales mentor for personalized insights.
  • Communication Tracking: Pipedrive allows businesses to manage contacts and group them into “People” and “Organization” so the sales representative knows the clients' role in the company and approaches them accordingly. Pipedrive provides a visual representation of call history and other modes of communication with the client giving a cutting edge to your business in negotiations. You can also make outbound phone calls within the Pipedrive and auto-link them with the relevant contacts.
  • Sales Automation System: Pipedrive allows users to automate every sales process and take their business to the next level. You will be notified: at the earliest about any changes to the lead phases and account settings to prevent misuse of your CRM. Pipedrive’s Automation sends customized notifications to the clients at the right time to increase the chances of getting engagement and successfully closing a deal.
  • Insights and Reports: You can create customizable fields for analytical reports regarding deals, leads, revenue, activities and add them to the dashboard for quick access. Pipedrive also offers employee management services to create goals for teams and individuals. It helps in evaluating the performances and assigning the tasks based on merit, which increases the chances of getting a positive outcome for every sales opportunity.
  • Privacy and Security: Pipedrive offers a dedicated security dashboard to give users complete control and transparency over user permissions and privacy settings. You can see how many users are logged in to the Pipedrive account and prevent mischievous entities from getting hold of your data. Moreover, you can see how recently the password has been altered, devices using your account and whether there has been any attempt to change the admin settings.

Pipedrive Pricing

Pipedrive has 4 pricing options for users to choose between depending on their requirements.

The “Essential” plan is priced at $15/month, giving users access to pipeline management, customer support, and data importation.

The “Advanced” plan is priced at $29/month, providing all features of “Essential” plus email scheduling, click tracking, and workflow creation.

The "Professional" plan is priced at $59/month, providing all features of "Advanced" plus call tracking, document creation, and revenue forecasting.

The “Enterprise” plan is priced at $119/month and gives access to all features of Pipedrive.

You can get add-ons to get the most out of the Pipedrive CRM subscription.

LeadBooster add-on starts at $32.5/month upon annual billing and helps large businesses to engage with leads more frequently.

Web Visitors add-on starts at $41/month upon annual billing and helps you recognize how your clients found out about services that can improve your marketing strategy.

Netsuite

NetSuite Customer Relationship Management software is a cloud-based CRM that offers a 360-degree view of your customers in real time. NetSuite CRM provides a continuous flow of information across the entire customer lifecycle, from leadership to opportunity, sales order, fulfillment, renewal, up-sell, cross-sell or support.

NetSuite Features

NetSuite has developed over the recent years and was one of the first cloud-based ERP+CRM systems. It is a multi-tenant SaaS solution that helps small and medium-sized organizations grow faster with customizable workflows. NetSuite provides unmatchable visibility and control over your entire business with its cloud-based applications that improve organizational productivity.

Here are some fascinating features that make NetSuite unique:

  • Enterprise Resource Planning: NetSuite provides businesses with complete control over data and resource planning. From handling financial operations to processing order-related information, you can automate all manual workflows with NetSuite’s ERP. You can increase the productivity of an organization with ERP as it provides a clear vision of each business procedure.
  • Global Business Management: NetSuite’s Global business management provides unrivaled visibility into operations in real-time. It allows multi-National businesses to manage complexities due to currency differences, tax policies, and legal conformity. Such organizations need to consolidate in regional areas while adhering to the company’s essence, and GBM makes that happen.
  • Sales Force Automation: NetSuite allows users to automate administrative actions and sales operations, reducing the employees' workload. You can identify potential issues, create financial projections and track employees' performance to get a better outlook on your business activities.
  • OpenAir: NetSuite’s OpenAir optimizes resources and employee allotment according to the skills required for a particular task. OpenAir creates various scenarios for every lead to maximize revenue and improve the chances of securing an opportunity. You can automate customer engagement and let OpenAir choose the right employee for each interaction based on past work and favorable conditions.
  • SuiteCommerce: NetSuite helps e-commerce businesses automatically update online orders to the back-end to manage them centrally and reduce the processing time while increasing accuracy. SuiteCommerce allows B2B and B2C websites in unifying the front-end and back-end to remove manual operations and get higher client engagement.
  • Timesheet Management: NetSuite assists Project managers to review time-based tasks and recording the working hours of employees. You can view relevant information like “Start Date”, "Work Done", and "Estimated completion time" to get an overview of performance. Moreover, you can reassign tasks through Timesheet Management to finish projects urgently.
  • Project Analysis: NetSuite offers analytical tools that provide concurrent updates for every service rendered by your organization. You can track each lead individually to get a better statistical understanding of the client’s requirements. Moreover, you can share reports with colleagues through NetSuite to ensure everyone is on board with project advancement.

NetSuite Pricing

NetSuite does not offer a general subscription plan, and users have to fill in a form mentioning their requirements, business size, and budget. Once done, you’ll be contacted: by the customer executive regarding the best customizable tools for your organizational needs.

Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

  • Canvas design studio: Every business has different requirements, so it's weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
  • Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
  • Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
  • Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
  • Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
  • Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The " Standard" plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The "Professional" plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The "Enterprise" plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The "Ultimate" plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

Why use a CRM at all?

Every business has to maintain cordiality with clients and manage several operations; that may be related to marketing, finance, sales or employees. It’s no longer feasible to record every detail on a spreadsheet, especially for large scale businesses, as it heightens the risk of redundancies and duplication.

A CRM handles all business operations and provides easy accessibility for everyone. You can collaborate on tasks, assign roles within the organization and see the analysis for several business aspects; to update strategies accordingly. Your business processes will run smoothly, and every work or change will be accounted: for within a CRM.

Why should you use a CRM for Investor relations?

Every organization has to efficiently manage investors relations to boost the public image of the company and engage with shareholders.

Investment firms are even more so as they depend on client relations to grow their business. You need to provide personalized consultations regarding asset investment with quotations for each service.

A CRM can store every minute detail related to funds, investor profiles and assets. You can access every contact and view specific information about each entity.

A CRM allows you to group contacts according to their profiles. It helps in segregating the investors based on their asset preference.

You will be able to; connect with more potential clients and communicate in real-time through automated messages. Moreover, the assigned representative; can view the prospect's information to increase the chances of winning the opportunity. With a CRM, you will attract more clients and professionally approach them.

As a business, you need to market your services sometimes to make yourself known in the market, and social media is one of the best marketing sources in today's time.

You can connect your social media accounts with the CRM to display customized ads based on the client's recent actions and search history. A CRM can be automated: to show pop-ups or notifications to remind the investor about the purchase.

You can also send emails or make calls to provide more investment options and relevant details about the asset.

A CRM would boost your company's service processes and ensure you maintain accountability for every operation on the database. You can check per cent allocation towards each asset to assess further marketing operations and alter them accordingly.

CRM for Investor Relations, A Summary

Investor relations are necessary for every business to maintain engagement with the shareholders, and a CRM can highly simplify the process. It allows you to automatically assign representatives based on their history for a quick resolution. Your business’s customer service will improve drastically.

SugarCRM allows you to maintain banking and investment opportunities while allowing access to in-depth data analysis. It is our suggested pick if you're for a CRM that suits Investor relations. Visit the website to get started and enhance your client relations.

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