Private Equity Marketing Tech Stack: Customer Relationship Management (CRM)
Private equity firms typically need to manage relationships with a variety of stakeholders, including their limited partners, (potential) portfolio companies, service providers, and other industry professionals. A customer relationship management (CRM) tool can be an important part of your technology stack because it enables you to organize and manage these relationships more effectively.
In short, the CRM tools listed below can help you:
Manage investor relationships
Streamline deal sourcing
Enhance due diligence
Facilitate post-investment management
Using a different CRM or are you representing a vendor we haven’t listed? Let us know and we can add it to the list.
Reviews can be left by, and for, members on the Private Equity Marketeer platform.
Explore all CRMs
All pricing information is estimated and provided for informational purposes only. Figures are based on publicly available sources and may not reflect current or final costs.
Join Private Equity Marketeer
On-Demand Courses
Learn from top investor relations and marketing pros. Start with Always Be Fundraising, your full-cycle playbook.
Templates & Playbooks
Pitch decks, checklists, and other artifacts you need to stop starting from scratch.
Peer-Powered Directories
Industry events, marketing & IR tech, and agency directories — all reviewed and ranked by the community.
Monthly Coffee Chats
Get matched with a peer for a 15-minute chat. Share ideas, challenges, and strategies.
Slack Community
Join private conversations with IR and marketing pros from across the private markets.