Managing the sensitive information of investors and winning their trust is one of the core business strategies for private equity. They have to answer all the queries of their investors, manage contacts, keep track of stocks, and present detailed performance reports. All these tasks are hectic, and they require extra efforts when done manually. In order to scale the business and win the customer trust, it is important to use one of the best CRM for private equity firms.
These CRM tools are built specifically to cater to the needs of private equity companies. They enable you to automate communication, email replies, investor updates, and maintain a well-organized record of each and every transaction. This means you do not have to worry about the basic tasks and just focus on improving your and your business’s efficiency, productivity, and ultimately the revenue. Let’s find out what the best and secure CRM options are available and what features you need!
| Table of Contents |
|---|
| Top 10 Best CRM for Private Equity Firms to Use in 2025 |
| 1. DejaOffice CRM |
| 2. 4 Degrees |
| 3. Zapflow |
| 4. Attio |
| 5. RelPro |
| 6. Altvia AIM |
| 7. Folk CRM |
| 8. NEXL CRM |
| 9. Totem VC |
| 10. FirmsRoom CRM |
| Comparison Table: Best CRM for Private Equity Firms |
| Conclusion |
Top 10 Best CRM for Private Equity Firms to Use in 2025
These tools are picked for their features and ease of use. Each one helps private equity teams do better work. You will find the best match for your goals below
1. DejaOffice CRM
DejaOffice CRM is a very good choice for private equity firms. It is a PC-based CRM software for private equity that works without the internet. This means your data stays on your computer unless you choose to sync it. That makes it safer for teams that handle sensitive financial data. You can manage tasks, contacts, calendars, and notes in one place.
Another helpful feature is the way it syncs with phones. It works with Android and iPhone, even when offline. This makes DejaOffice a strong and useful tool. Many people like that it is an offline CRM solution that puts privacy first.
Pros:
- Works offline anytime
- Data stored locally
- Syncs with mobile devices
- Customizable user interface
Cons:
- The free version lacks full customization
- The interface takes time to learn
- The setup process may be time-consuming
- No live chat support for free users.
2. 4 Degrees
4Degrees is made to help private equity firms keep strong relationships. It looks at your emails and calendars to find helpful connections. This way, you always know who on your team has the best relationship with each contact.
This CRM is also helpful for tracking deals. It shows what stage each deal is in and what tasks need to be done. This makes 4Degrees a smart choice for firms that want a private equity CRM with investor portal features to help with teamwork and success.
Pros:
- Smart relationship insights
- Automates data entry
- Made for PE firms
- Mobile app available
Cons:
- Few built-in integrations
- Only cloud-based
- Interface can confuse
- Takes time to learn
3. Zapflow
Zapflow is made for people who work in private equity and venture capital. It helps you follow every step of the deal process. You can make your own workflows and share updates with your team.
Zapflow also has tools to show reports to investors. You can track everything that happens and keep your investors informed. This makes it a very good PC-based CRM for private equity deal tracking that many professionals trust.
Pros:
- Built for PE and VC
- Manages deals and tasks
- Custom reports available
- Strong security measures
Cons:
- Old-fashioned interface
- Needs manual entry
- Small market presence
- Few integrations
4. Attio
Attio is a modern CRM that works in real time. It pulls in data from emails and calendars and makes it easy to build contact lists and deal pipelines. You can change the look and feel to fit your firm.
Attio is fast and simple to use. It is great for growing firms that want a clean tool to manage deals and investors. This makes it a helpful, lightweight CRM for fundraising that fits into many workflows.
Pros:
- Flexible pipeline setup
- Modern, clean design
- Connects to many tools
- Easy template customization
Cons:
- Costs add up fast
- Basic reports only
- Manual data input
- Hard to scale
5. RelPro
RelPro is more than a CRM. It gives you deep information about the people you are contacting. You can learn about company leaders and find ways to connect with them. This helps you reach new investors or business owners.
This tool is good for finding leads and building networks. If your firm wants to grow its contact list, RelPro is a smart tool. It is one of the better capital market CRM tools for private equity teams that need to connect with more people.
Pros:
- Large contact database
- Powerful search tool
- LinkedIn integration
- Enriches contact info
Cons:
- No offline use
- Few customization options
- Expensive for small firms
- Complex interface
6. Altvia AIM
Altvia AIM is built just for private equity and venture capital firms. It sits on top of Salesforce but has added many features for investment teams. It helps you track deals, talk to investors, and stay compliant.
Altvia also includes a portal for investors. This lets them see updates and documents easily. If your firm is looking for a CRM for fundraising and LP reporting, then Altvia could be a very good match for your needs.
Pros:
- Uses the Salesforce platform
- Custom deal pipelines
- Tracks investor relations
- Strong data analytics
Cons:
- Hard for new users
- Limited third-party integrations
- Expensive pricing
- Salesforce limits apply
7. Folk CRM
Folk CRM is easy to use and very flexible. It lets you create pipelines, group contacts, and plan follow-ups. It is not too big or too small, which makes it just right for smaller private equity teams.
This CRM is focused on relationships, not just companies. It is a smart choice if you want a CRM for managing investor relationships that is simple and keeps everything organized in one view.
Pros:
- Easy data enrichment
- Works with LinkedIn
- Records and transcribes calls
- Simple user interface
Cons:
- No offline access
- Few customization options
- Limited integrations
- Not for large firms
8. NEXL CRM
NEXL CRM is special because it does not ask you to enter much data. It pulls in information from your emails and calendar automatically. This saves time and shows you how strong each business relationship is.
It is easy to set up and use. If your firm wants an automated on-premise CRM for private equity deal sourcing, NEXL is a great option. It gives smart alerts and helps you stay connected with key people.
Pros:
- Manages relationships well
- Integrates email/calendar
- Provides analytics
- User-friendly interface
Cons:
- Limited features
- No offline use
- Costs can be high
- Few integrations
9. Totem VC
Totem VC is made for people who raise funds and track investor talks. It was first built for venture capital, but private equity firms use it too. It helps you follow each stage of a fundraising round.
This tool is good for keeping your investor list updated and clear. It has a clean design and strong features. If you need a CRM to manage private equity pipelines, Totem VC could help you stay on track.
Pros:
- Made for venture capital
- Manages deal flow
- Investor communication tools
- Provides analytics
Cons:
- Few customization options
- No offline use
- Limited integrations
- Not for large firms
10. FirmsRoom CRM
FirmsRoom CRM includes tools for deal making, file sharing, and investor updates. It has a virtual data room and lets you send documents safely. Everything is tracked, so you know what has been shared and seen.
This is very helpful when you need to follow strict rules. It also links all contact activity with the right deal or account. That is why it works well as a CRM for secure investor communications and safe team coordination.
Pros:
- Secure document sharing
- Investor portal feature
- Compliance tools
- Provides analytics
Cons:
- No offline use
- Limited customization
- High cost for small firms
- The interface is complex
Comparison Table: Best CRM for Private Equity Firms
| CRM Tool | Offline Access | Data Privacy Control | Mobile Sync Support | Investor Portal Feature |
| DejaOffice CRM | Yes | Full local control (PC-based) | Yes | Basic contact/investor management |
| 4Degrees | No | Cloud-based, standard security | Yes | Yes |
| Zapflow | No | Cloud-based, standard security | Yes | Yes |
| Attio | No | Cloud-based, standard security | Yes | No |
| RelPro | No | Cloud-based, standard security | Limited | No |
| Altvia AIM | No | Cloud-based (Salesforce level) | Yes | Yes |
| Folk CRM | No | Cloud-based, standard security | Yes | No |
| NEXL CRM | No | Cloud-based, standard security | Yes | No |
| Totem VC | No | Cloud-based, standard security | Yes | No |
| FirmsRoom CRM | No | Cloud-based, strong security | Yes | Yes |
Conclusion
DejaOffice CRM is the top pick for firms that want to keep their data on their own computers. It works without the cloud, offers strong privacy, and makes syncing with Google and Outlook easy.
While DejaOffice is great for private setups, other CRMs offer different strengths. Some tools focus on automatic contact tracking, others on finding leads, and some offer portals for investors. The best CRM for your team will depend on how you work, how big your team is, and how much reporting you need to do. These tools in 2025 give you smart ways to manage deals, stay in touch, and keep your data safe. Now more than ever, private equity firms can choose tools that fit their own style and protect their important work.