8 Best Venture Capital CRMs Of 2024

Upfront Conclusion

The best venture capital crm right now is monday.com and HubSpot.

CRM software may not seem like something your firm needs. However, it provides vital insights and opportunities. Venture capital experts know you derive the most benefit from a small number of investors and clients. Why waste time pursuing leads that won’t deliver? CRM software reduces unprofitable leads and streamlines your workday. The extra time you save can be dedicated to productivity and establishing real connections with your most profitable customers. We’ve chosen the best CRMs for venture capital on the market. The smart money is on the following CRMs:

8 Best CRM for Venture Capital

monday.com – A Highly Effective Choice
HubSpot – Best Budget Option
Affinity – The Best of the Best
4 Degrees – Powerful CRM for Venture Capital
Zoho – Global Solution
Deal Cloud – A Creative Alternative
Thryv – Best for Small Business
Attio – Best for Enterprise

1. monday.com – A Highly Effective Choice

PRICING: Starts at $8 for individuals and small solutions. Enterprise, contact for a quote.

Monday.com delivers a full suite of business software solutions. Companies of all sizes love the options Monday.com provides. The company was founded in 2012. Co-founders Roy Mann and Eran Zinman wanted a solution to quickly scale a colleague’s business. This turned into a multi-billion-dollar enterprise loved by many big business names. The company is based in Tel Aviv, Israel, and trades on the NASDAQ as MNDY.

KEY FEATURES:

Clear visualization of goals, milestones, and achievements. You can chart progress and keep an eye on important tasks.
Multiple sales pipelines can be managed at the same time.

REASONS TO BUY:

Monday.com is trusted by big names in the business. Their client list includes Hulu, Unilever, Adobe, and Uber.
Monday.com is very reasonably priced with free options available for small businesses.

REASONS TO AVOID:

Unlike some competitors, Monday.com isn’t focused specifically on the needs of venture capital. While many tools will work well, some necessary elements may be lacking.

Try monday.com

2. HubSpot – Best Budget Option

PRICING: Free options are available; others start at $20/month.

HubSpot launched in 2006. The founders, Brian Halligan and Dharmesh Shah, remain involved with the company. HubSpot provides a vast array of useful business tools for venture capital. Their CRM Free is a SaaS model. It is designed to track customer interactions for improved communication. It also measures productivity and can predict revenue streams.

KEY FEATURES:

Simple integration with Gmail, Outlook, and other programs.
Lead files provide easily accessible information for better communication and management.

REASONS TO BUY:

HubSpot CRM is available free as a standalone product or for use with other HubSpot software.
Very lightweight and intuitive service that can transform your business.

REASONS TO AVOID:

Because many products are available for free, there is a lack of customer support and training. Buyers will need to learn the software themselves, which can be time-consuming.
HubSpot may not have all the features your business requires.

Try HubSpot

3. Affinity – The Best of the Best

PRICING: From $125/month

When it comes to CRM for venture capital, Affinity knocks the competition out of the park. Clients include Bain Capital, Mass Mutual, Sapphire Ventures, and Kleiner Perkins. The company has made its name restoring personal relationships that keep customers excited.

KEY FEATURES:

Relationship tracking software. You’ll always know who would make the contact and how to maximize the investment.
Automatic contact profile setup.
The suite of collaborative tools for teamwork.

REASONS TO BUY:

Affinity has options specific to the needs of venture capital. The company understands the needs of the industry and meets them reliably.
The company comes highly recommended by Entrepreneur, USA Today, Venture Beat, and Forbes. Their client and investor list read like a who’s who of finance.

REASONS TO AVOID:

There is no free trial available.

4. 4 Degrees – Powerful CRM for Venture Capital

PRICING: From $80/month.

4 Degrees delivers powerful and effective CRM for lead management and investment. Jordan and Joel Tampien founded 4 Degrees in 2017. 4 Degrees is a family business, which makes it unique. The software is data-driven and streamlines work so you can focus on customer relationships. There are specific solutions shaped for the needs of venture capital.

KEY FEATURES:

Document and communication management. You can easily reference past calls and conversations.
Warm Introduction allows you to better approach prospective clients. The algorithm matches you to investors and reduces unprofitable cold leads.

REASONS TO BUY:

4 Degrees helps you build and maintain relationships with leads, investors, and revenue sources.
Due diligence tracking and resources.
Easy integration with frequently used financial and marketing tools.

REASONS TO AVOID:

English-language only support. Companies with non-English speaking employees and leads may have difficulty communicating and translating.
Many users love prepopulated tags, but others found it difficult to manually relabel.

5. Zoho – Global Solution

PRICING: From $57/month for each user.

Zoho is designed to convert leads into reliable, long-term clients. The company is based in Mumbai, India. It was founded in 2006. The current CEO is Sridhar Vembu. Zoho serves a long list of international clients. There are Zoho locations around the world. Prominent Zoho officers are located in the USA, Japan, Singapore, and China.

KEY FEATURES:

An online center where teams and colleagues can work together. Encourages collaboration and productivity.
Omnichannel engagement allows you to keep in touch on different devices or with different methods.

REASONS TO BUY:

Zoho provides AdWords and lives chat integration to achieve top of the funnel goals.
The company is equally dedicated to maximizing sales and investments. You receive full support through every stage.

REASONS TO AVOID:

Zoho serves a variety of industries and markets. Tools aren’t geared toward the specific needs of venture capital.
Zoho is primarily focused on Asian and U.S. markets. The service may not be a good fit for UK, African, and European companies.

6. Deal Cloud – A Creative Solution

PRICING: Prices vary based on users, please contact us directly.

Unlike some other options, Deal Cloud goes beyond traditional CRM software. The company delivers an array of useful tools for funnelling, marketing, strengthening relationships, and keeping employees organized. Deal Cloud has offices in the United Kingdom, Germany, India, and the United States. The company was founded in 2010 and is headquartered in New Jersey, USA and London, UK.

KEY FEATURES:

Easy custom categories to keep track of business, profits, and leads. Keep an eye on the pipeline and have easy access to records.
Legal document management and storage.
Deal Cloud is hosted on Azure servers for maximum security. Keep customer information private and maintain trust.

REASONS TO BUY:

Top-rated new deal sourcing. The company standardizes best practices and promotes original concepts that give you focus and results.
Deal Cloud functions on multiple devices and platforms. It can be used at the home, office, or during travel.

REASONS TO AVOID:

Deal Cloud is intended for the enterprise. It will not be a good fit for small businesses or startups.

7. Thryv – Best for Small Business

PRICING: Prices vary based on markets and services provided.

Thryv is a powerful SaaS provider delivering solutions for venture capital. The publicly-traded company was founded in 2013. Thryv’s main focus is on helping small businesses grow. Their unique approach to CRM promotes you through effective marketing and campaigns.

KEY FEATURES:

CRM software that tracks customer experiences and remembers preferences.
Simplified text and email campaigns to stay connected to potential buyers and existing clients.
Reputation management software is included.

REASONS TO BUY:

Thryv creates opportunities for rebranding and restoring customer faith in your business. If you’ve experienced setbacks or negative press, Thryv can help.
The software helps target markets and individuals so you don’t waste time on cold leads.

REASONS TO AVOID:

Thryv works with many different industries. It is not tailored to the needs of venture capital businesses. Alternatives may provide a more specific approach.
The main focus of the company is small business. Larger corporations may need a different option.

8. Attio – Best for Enterprise

PRICING: Prices vary based on the number of users.

Attio is a private company based in London, UK. Nicholas Sharp and Alexander Christie founded the company in 2017. The main focus of Attio is building lasting customer relations. Creating lucrative connections between investors and businesses is easy with Attio’s dedicated suite of software.

KEY FEATURES:

Pipeline layout so you can focus on important matters first.
Networking, recruiting, and marketing dashboards to streamline work and improve performance.
AI automatically transfers data to complete records without manual entry.

REASONS TO BUY:

Attio has solutions formatted specifically for venture capital. You’ll get the support and tools you need without generic, unnecessary bloatware.
Attio is used by many multinational conglomerates and big names in the venture capital business. Clients include Coca-Cola, Upfront Ventures, Stray Dog Capital, and Causal.

REASONS TO AVOID:

New users may have difficulty visualizing data. However, reviewers say this problem is reduced with experience. Sharing information across teams could be difficult.
A free-text option allows agents to input information that may not be relevant or useful. This can make charting and projections complicated.

FAQ

Why does my company need CRM software?

A. CRM software enables venture capital groups to better connect with potential investors and clients. Clients value lasting relationships and want to feel their needs are understood. CRM gives you the tools to track communication, changes, and records. You can keep all data in one convenient location instead of scrambling through handwritten notes or endless files. Quickly pull up files to better communicate and close deals. It’s also a great organisational tool. Instead of reading hundreds of emails or texts, the software can filter out invalid or unimportant contacts. You’ll waste less time on fruitless calls and have more time to dedicate to valuable clients.

How do I choose the right CRM for my business?

A. It’s important to understand your company’s goals when shopping for CRM software. Determine what you want to achieve and locate a CRM that delivers on your objectives. Not all CRM software is the same, so shop around. Some key questions to consider are how your team collaborates and whether your current data storage options work for you. Some CRMs are based around individuals instead of teams. If your business includes a lot of teamwork and joint decisions, you’ll need one targeted at group collaboration. Some provide more access or allow you to set permissions based on role or department. Also, consider whether the software integrates with the current tools you use and love. You don’t want to lose options by switching. Many CRMs work well with popular business tools. Reputation and customer service also matter. Check the company’s reviews and learn their reputation before buying. Reach out and schedule a consultation before purchasing. Make sure all your questions are answered. Take advantage of free trial offers before committing. Also, consider the refund policy in case the software doesn’t meet your needs.

We store data on spreadsheets. What’s wrong with this?

A. Storing data on documents or spreadsheets makes it difficult to see the big picture. CRM software collates, filters, and evaluates data points. This lets you better understand trends and make predictions. Small details can also get lost with spreadsheets. Client and investor notes or information can be difficult to find. CRM puts everything in one place for easier access.

Do big-name firms use CRM software?

A. Yes, many large and well-known firms utilize this resource. It helps them leverage relationships, make use of data, and earn more money. Bain, General Atlantic, Tiger Global, and others all use CRM software. Of course, CRM software also benefits smaller businesses and startups.