Investment management firms that are unhappy with their current CRM typically know they need to change. The operational friction is visible: the data model that
The most common overbuilding mistake in first-time investment CRM implementations is trying to configure everything at once. The firm spends six weeks building out a
One of the most consistent points of friction in investment management CRM programs is the gap between where investor communications happen and where they need
Attio has been one of the standout CRM stories of 2025 and 2026. Founded in 2017 and backed by $116 million in total funding including
Monday CRM has built genuine market momentum as a flexible, visual CRM built on the Monday.com work management platform. Its configurable board architecture, no-code automation
Freshworks is a publicly traded SaaS company whose product portfolio spans customer service, IT management, marketing automation, and sales CRM. Freshworks CRM, marketed as Freshsales,
Maximizer CRM has been in the financial services CRM market for more than 35 years. Its recent strategic refocus, described as its largest-ever investment, doubled
The multi-family office operating model sits at a unique intersection in investment management. A well-established MFO is simultaneously a service business managing relationships with multiple
One of the most consistent points of friction in investment management CRM sales is the price-to-stage mismatch. A first-year fund manager with 12 LP relationships
The question emerging investment managers most frequently ask about CRM is not which platform to choose. It is when. When does the investor base justify