Best Investor Relationship Management Software in 2026
Updated
In short: Relate Fundraising CRM is ranked #1 of 25 as of 4 October 2026, ahead of Clienteer and Visible. The best-ranked option with a free plan is Visible. The lowest first paid tier on this page is Visible at $59/mo.
Investor relationship management software focuses on organizing investor information and the work around fundraising and deals. Compare LP and investor records, contact limits and deal pipelines, then consider portfolio tracking, email sync and mobile app availability. Free plans and paid-from pricing provide additional ways to assess access and cost. The ranking begins with Visible, 4Degrees and Dynamo CRM & Deal Management, followed by Clienteer and SatuitCRM. Consider which records your team needs to maintain and which parts of the relationship workflow matter most; the listed criteria provide a consistent basis for comparing the options.
25 investor relationship management software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 Relate Fundraising CRM Top pick · 7.4 Free plan · $60/mo
#2 Clienteer Runner-up · 6.9 
#3 Visible Also great · 6.8 Free plan · $59/mo
- Free planFree trial AndroidiOSmacOSWebWindows
- Free plan
- Yes
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms$60/mofirst paid tier About Relate Fundraising CRMVisit site - AndroidapiextensioniOSmacOSself-hostedWebWindows
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Free plan apiWeb
- Free plan
- Yes
- Contact limit
- 250
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms$59/mofirst paid tier About VisibleVisit site - AndroidapiiOSWeb
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - extensionWeb
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSWebRecognisedDocumentedFree planPlatforms
- AndroidapiextensioniOSWebRecognisedDocumentedFree planPlatforms
- AndroidextensioniOSWebRecognisedDocumentedFree planPlatforms
- AndroidiOSWeb
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiextensioniOSself-hostedWeb
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms$150/mofirst paid tier About SatuitCRMVisit site - AndroidapiiOSself-hostedWeb
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms€199/mofirst paid tier About ZapflowVisit site - Web
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - WebiOS
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 135 /user/mo
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - WebiOS
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- Yes
- Deal pipeline
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 250 /user/mo
- Contact limit
- 1,500
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- Yes
- Deal pipeline
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 40 /user/mo
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
RecognisedDocumentedFree planPlatforms - RecognisedDocumentedFree planPlatforms
- WebiOS
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Contact limit
- 500
- Deal pipeline
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
RecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which investor relationship management software is ranked first on Everything Xiaomi?
Relate Fundraising CRM is ranked #1 of 25 with a score of 7.4. Clienteer is second and Visible third.
How many of these have a free plan?
2 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Visible has the lowest first paid tier we found: $59/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.