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Best FamilyOffice.com Deal Pipeline CRM Alternatives in 2026

Updated

20 apps from investor relationship management software ranked against FamilyOffice.com Deal Pipeline CRM on the same published basis.

  1. 1
    Relate Fundraising CRM Free plan AndroidiOSMacWebWin $60/mo7.8
    FamilyOffice.com Deal Pipeline CRM vs Relate Fundraising CRM
  2. 2
    Altvia AndroidiOSWeb 7.3
    FamilyOffice.com Deal Pipeline CRM vs Altvia
  3. 3
    Clienteer AndroidapiextensioniOSMac 7.3
    FamilyOffice.com Deal Pipeline CRM vs Clienteer
  4. 4
    Juniper Square AndroidapiiOSWeb 7.3
    FamilyOffice.com Deal Pipeline CRM vs Juniper Square
  5. 5
    4Degrees AndroidapiextensioniOSWeb 7.1
    FamilyOffice.com Deal Pipeline CRM vs 4Degrees
  6. 6
    DealCloud AndroidextensioniOSWeb 7.1
    FamilyOffice.com Deal Pipeline CRM vs DealCloud
  7. 7
    Dynamo CRM & Deal Management AndroidapiiOSWeb 7.1
    FamilyOffice.com Deal Pipeline CRM vs Dynamo CRM & Deal Management
  8. 8
    Affinity AndroidapiextensioniOSWeb $166.67/mo7.0
    FamilyOffice.com Deal Pipeline CRM vs Affinity
  9. 9
    Edda AndroidiOSWeb 7.0
    FamilyOffice.com Deal Pipeline CRM vs Edda
  10. 10
    Finta Free trial apiextensioniOSWeb $200/mo7.0
    FamilyOffice.com Deal Pipeline CRM vs Finta
  11. 11
    orydio apiiOSWeb CHF 6.58/mo7.0
    FamilyOffice.com Deal Pipeline CRM vs orydio
  12. 12
    SatuitCRM AndroidapiextensioniOSself-hosted $150/mo7.0
    FamilyOffice.com Deal Pipeline CRM vs SatuitCRM
  13. 13
    Zapflow AndroidapiiOSself-hostedWeb €199/mo7.0
    FamilyOffice.com Deal Pipeline CRM vs Zapflow
  14. 14
    SmartRoom AndroidiOSWeb $833.33/mo6.9
    FamilyOffice.com Deal Pipeline CRM vs SmartRoom
  15. 15
    CAPLINK CRM Free plan Web €83.25/mo6.3
    FamilyOffice.com Deal Pipeline CRM vs CAPLINK CRM
  16. 16
    Nautis Fundraising CRM Free plan Web $49/mo6.3
    FamilyOffice.com Deal Pipeline CRM vs Nautis Fundraising CRM
  17. 17
    Visible Free plan apiWeb $59/mo6.3
    FamilyOffice.com Deal Pipeline CRM vs Visible
  18. 18
    Dealtable Free plan Web Free6.2
    FamilyOffice.com Deal Pipeline CRM vs Dealtable
  19. 19
    OpenVC CRM Free plan Web Free6.2
    FamilyOffice.com Deal Pipeline CRM vs OpenVC CRM
  20. 20
    Allvue Investment Management extensionWeb 5.9
    FamilyOffice.com Deal Pipeline CRM vs Allvue Investment Management

FamilyOffice.com Deal Pipeline CRM alternatives compared

#AppScoreFree planFromRuns on
1Relate Fundraising CRM7.8Free plan$60/moAndroid, iOS, Mac, Web, Windows
2Altvia7.3Android, iOS, Web
3Clienteer7.3Android, API, Browser, iOS, Mac, self-hosted, Web, Windows
4Juniper Square7.3Android, API, iOS, Web
54Degrees7.1Android, API, Browser, iOS, Web
6DealCloud7.1Android, Browser, iOS, Web
7Dynamo CRM & Deal Management7.1Android, API, iOS, Web
8Affinity7.0No$166.67/moAndroid, API, Browser, iOS, Web
9Edda7.0Android, iOS, Web
10Finta7.0No$200/moAPI, Browser, iOS, Web
11orydio7.0NoCHF 6.58/moAPI, iOS, Web
12SatuitCRM7.0No$150/moAndroid, API, Browser, iOS, self-hosted, Web
13Zapflow7.0No€199/moAndroid, API, iOS, self-hosted, Web
14SmartRoom6.9No$833.33/moAndroid, iOS, Web
15CAPLINK CRM6.3Free plan€83.25/moWeb
16Nautis Fundraising CRM6.3Free plan$49/moWeb
17Visible6.3Free plan$59/moAPI, Web
18Dealtable6.2Free planFreeWeb
19OpenVC CRM6.2Free planFreeWeb
20Allvue Investment Management5.9Browser, Web
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Questions about FamilyOffice.com Deal Pipeline CRM alternatives

What is the best alternative to FamilyOffice.com Deal Pipeline CRM?

Relate Fundraising CRM, number 1 in investor relationship management software with a score of 7.8 out of 10. The others here: Altvia, Clienteer, Juniper Square and 16 more.

What is the best free alternative to FamilyOffice.com Deal Pipeline CRM?

Relate Fundraising CRM is the best-ranked alternative with a free plan. 6 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.