CRM for Private Equity

Unlock the full potential of your private equity firm and foster deep, impactful client relationships with Capsule - the premier CRM tailored for the private equity sector. Our private equity CRM enriches interactions and positions you for innovation and growth.

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Unify your team's efforts

With our private equity CRM software, you can say goodbye to the time-consuming chore of manual data entry and begin crafting a comprehensive, valuable understanding of your clients. Capsule centralizes all client communications – emails, calls, files, notes, and beyond directly within each record, meaning you and your private equity team can collaborate effectively and concentrate on what truly matters: customer relationship management.

Leverage seamless integration into your workflow

Private equity firms have a lot on their plates - so let Capsule make things easier! With its user-friendly design and intuitive functionality, as well as smooth and swift onboarding process, Capsule simplifies the transition for private equity firms.

Use our CRM software with ease, reducing the time it takes to become proficient and boosting your team's productivity from day one.

Analyze insightful performance metrics

Gain a clear view of your deal management, including won and lost opportunities, where deals progress or stall, and the duration of sales cycles – all within Capsule.

Our comprehensive analytics equip you with the necessary insights to make informed, data-driven decisions tailored to the private equity sector.

Use tailored CRM software

Most private equity firms require some level of customization in CRM software. In Capsule, they get more than some, Capsule offers unparalleled customization for the private equity industry. With an array of custom field types and up to 50 custom activity types for sophisticated deal and relationship management, private equity investors can take full control over their portfolio management.

Design multiple sales pipelines to mirror the diverse investment strategies and services your firm offers, using a CRM for private equity that truly reflects the unique facets of your business.

Optimized for private equity excellence

Capsule CRM streamlines investor relationship management, improves deal sourcing, and provide relationship intelligence that makes private equity professionals more satisfied with their work. But that's not all. Read more on how Capsule CRM can help you manage investor relations – and more.

Integrations for private equity firms

Improve your private equity firm's efficiency by integrating Capsule with the essential tools you rely on daily. Get a holistic view of your investor relationships and deal management processes. Explore the CRM integrations Capsule offers, specifically designed to automate and refine the operations of private equity firms.

See all our integrations
QuickBooks Online

QuickBooks helps you streamline your accounting processes and stay on top of finances.


Use the Capsule CRM integration for Xero and get one complete view of your business.

Microsoft Single Sign On

Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.

Google Workspace SSO

SSO simplifies login for your business, eliminating the need to juggle usernames and passwords.

Why private equity firms need CRM

Private equity firms are in a race to stay ahead. With so much happening online and around the globe, it can be tough to keep up. Financial services firms need to be on top of the latest trends and tech to beat the competition.

Plus, they've got to meet the high expectations of their investors and make smart moves, fast. This comes across as a dual challenge.

Improve customer relationship management with the Capsule CRM suite

Capsule is fully equipped for the dynamic world of private equity, offering a suite of sales and marketing automation tools.

In the thick of deal sourcing? In charge of managing key investor relations? Struggling with deal flow management?

Capsule's CRM solutions keep you connected and informed. Seamlessly record and access vital information during client meetings or on the move – and improve communication and collaboration across your private equity firm.

Can the best private equity CRM be free?

Discovering Capsule’s CRM capabilities has never been easier thanks to Capsule's free version, tailored for the private equity sector. Our no-cost offer is perfectly suited for PE firms, accommodating up to 250 contacts.

This package unlocks essential features of the best private equity CRM software, giving you tools to refine investor relations, streamline deal tracking, and embrace innovative technologies – all without initial investment.

For those ready to explore deeper functionalities, there's a 14-day free trial of our premium services.

Experience the full range of our CRM solutions, accessible via both web and mobile platforms, during this trial period. Following the trial, select from our diverse subscription models for private equity CRM – Starter, Growth, Advanced, and Ultimate – to match your firm's specific needs.

Leverage Capsule's CRM platform, recognized among the top private equity CRMs, to optimize your firm's data management and enhance the way you work.

FAQ on private equity CRM software

Trusted by private equity companies globally

Capsule's CRM system is known for its reliability, efficiency, and powerful features. This is why it's the go-to choice for countless professionals across the globe, including those in private equity, digital marketing, healthcare, public services, and beyond. Start using the best CRM for private equity today.