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CAPLINK CRM vs Clienteer

CAPLINK CRM

6.7#4 in investor relationship management softwareFrom €999 a year
Free planWeb
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Clienteer

6.3#13 in investor relationship management software
AndroidiOSWebAPI
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What both publish

FactCAPLINK CRMClienteer
HeadquartersOberursel, GermanyNew York
IntegrationsCAPLINK says data room files can be connected from Google Drive or Dropbox, alongside direct uploads.The integrations page lists Clienteer integrations with APX, Preqin, Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo.
PurposeCAPLINK describes its CRM as an investor relationship and fundraising pipeline tool for startup founders.Clienteer is a configurable CRM for hedge funds, private equity firms, and other asset managers to manage investor and prospect communications, accounts, and transactions.

CAPLINK CRM plans

  • Free FounderFree
  • Pro Founder Monthly€99 a month
  • Pro Founder Annual€999 a year

Clienteer plans

No prices published.

Pick CAPLINK CRM if…

CAPLINK CRM suits startup founders managing fundraising conversations, along with investors and advisors working with them. Its stated platform terms mean it is not for consumer users.

Pick Clienteer if…

It suits asset managers that need investor relationship records alongside fundraising, reporting, and capital activity workflows. Firms can choose cloud or on-premise hosting and use defined roles to limit access.

Charts they share