Relate Fundraising CRM
8.0#1 in investor relationship management softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitRelate Fundraising CRM vs SmartRoom
What both publish
| Fact | Relate Fundraising CRM | SmartRoom |
|---|---|---|
| Collaboration | Teams can create investor lists, comment, tag records and share context. | Users can manage due diligence questions in SmartRoom and create, edit, and collaborate on Microsoft Office documents within the VDR. |
| Headquarters | San Francisco, California, United States | SmartRoom lists its headquarters in Los Angeles, California. |
Relate Fundraising CRM plans
- Team FreeFree
- Personal PlanFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
SmartRoom plans
- Per transaction$1,000, paid once
- Annual$10,000 a year
Pick Relate Fundraising CRM if…
Relate suits founders tracking investors and deal progress during a capital raise, especially when they want to share context with a team. It can also serve teams managing sales, customer success, or partnerships.
Pick SmartRoom if…
It suits organizations handling transactions, due diligence, regulated documents, or restructuring projects. Teams needing granular document permissions, Q&A, and electronic signatures may find it appropriate.