Build an investor CRM in minutes
Track deals, manage contacts, and view portfolio performance in an AI-powered investor CRM built with AI to fit your firm's workflow.
Tailor your investor CRM to your needs
Customize your investor CRM setup with the exact deal stages and views your team needs. Add features as investment processes evolve—no code.
Deal pipeline stage tracking
Investor contact management
Portfolio performance dashboards
Investment document storage
Automated meeting follow ups
AI investment summaries
Unify your investment data in real time
Connect deal pipelines, cap tables, and legal documents from multiple tools—or manage everything directly in Softr Databases. One source of truth for your venture firm.
Custom access for every team. Built-in security.
Give each associate and partner the right deal views. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give associates, partners, and analysts tailored dashboards, so each role sees just the relevant pipeline stages and priority tasks.
User groups
Give associates, partners, and analysts tailored dashboards, so each role sees just the relevant pipeline stages and priority tasks.
Automations
Streamline your investment processes with Softr Workflows. Trigger native automations for meeting follow-ups or status updates to keep deals moving.
Works on any device
Access and update your investor CRM during meetings or on the go. All deal trackers and dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your firm fast, secure access to the investor CRM—no IT tickets or setup friction.
Security
Keep sensitive fund and investment data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your investor CRM in minutes with AI—no dev time or complex configuration needed for your deal flow.
Consolidate your stack
Add features like LP reporting, document tracking, or automated summaries as your fund grows—no rebuild needed.
Flexible as you grow
Start with an investor CRM, then add deal portals or dashboards—all in one place, with no extra tools to buy.
Generate a fully custom investor CRM with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your investor CRM. No code needed.
Describe your deal flow and portfolio. Softr's AI builds your custom CRM in minutes.