1. **HubSpot**: Best for scalable firms that need automation and compliance. Key features include workflow automation, custom objects, and IR tracking. Pricing starts at $20/month, with a free 14-day trial.
2. **DealCloud**: Ideal for private equity and VC firms. Key features include deal pipelines, LP tracking, and integrations. Custom pricing, no free trial.
3. **Backstop**: Suited for institutional investors and endowments. Key features include portfolio tracking, IR tools, and reporting. Custom pricing, no free trial.
4. **Wealthbox**: Best for independent RIAs and small firms. Key features include a simple UI, workflows, and activity tracking. Pricing starts at $35/user/month, with a 14-day free trial.
5. **Salesforce Financial Services Cloud**: Designed for large enterprise wealth managers. Key features include high customization, advanced analytics, and client household mapping. Pricing starts from $300/user/month, no free trial.
Each CRM caters to different needs within the investment management industry, so it’s essential to assess your specific requirements before choosing the one that best fits your firm’s needs.