CAPLINK CRM
6.7#4 in investor relationship management softwareFrom €999 a yearFree planWeb
Visit| Fact | CAPLINK CRM | Clienteer |
|---|---|---|
| Headquarters | Oberursel, Germany | New York |
| Integrations | CAPLINK 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. |
| Purpose | CAPLINK 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. |
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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.
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.