InsightsCRM is a domain-specific CRM built for capital markets firms, covering Banking/M&A/Advisory, Research/Sales & Trading, Institutional Asset Management, Private Equity/Venture Capital, and Private Wealth Management. It provides knowledge management, customer and relationship intelligence, customizable workflows, prospecting lifecycle management, roadshow and conference management, and third-party integrations. The product is delivered as a SaaS offering hosted on AWS, with a native mobile application for on-the-go use.
What it's for
Deal management and originationProspecting lifecycle managementAccount planning and budgetingRoadshow managementConference managementContent distribution and readership trackingCustomer and relationship intelligence trackingTask and follow-up management for sales teams
Features 14
- 24x5 proactive user support desk with ticket escalation
- 360-degree customer intelligence
- Account planning and client tiering/budgeting
- Conference management with self-registration portal and itinerary management
- Content distribution with readership/click-through tracking
- Customizable, domain-specific workflows with custom fields
- Dashboarding and reporting capabilities
- Data security features: TLS encryption, SSO, MFA, isolated AWS VPC
- Knowledge management for customer engagement
- Native mobile application for on-the-go access
- Prospecting lifecycle management with milestones and progress reports
- Relationship intelligence with relationship ratings
- Roadshow management with corporate and analyst access booking
- Third-party applications marketplace/integrations
At a glance
TypeWeb app
DeploymentCloud
PlatformsWeb
ForBanking, M&A and Advisory firms, Research, Sales & Trading desks, Institutional Asset Managers, Private Equity/Venture Capital firms, Private Wealth Management firms
CompanyANALEC
Pricing
No pricing figures are published on the site; the 'Pricing' navigation link leads to a 'Request a Demo' form rather than a price list.
Similar apps
AffinityYour next deal is in your networkPrice$166.67–$225/moTry free—Runs onWeb · iOS +1Features19
InsightlyThe modern, scalable CRM teams lovePrice$29–$99/user/moTry free14-day trialRuns onWebFeatures21
4DegreesThe Intelligent CRM For Relationship-driven TeamsPriceOn requestTry free—Runs onWebFeatures20
Altitude CRMThe AI-Native CRM for Financial AdvisorsPriceFrom $79/user/moTry freeFree trialRuns onWebFeatures16
Impact CRMDeliver A Personalised Experience At ScalePriceOn requestTry free—Runs onWebFeatures15
ZapflowSecure, AI-ready operational backbone for alternative investment teamsPrice$199–$1995/moTry free—Runs onWebFeatures28