Best FamilyOffice.com Deal Pipeline CRM Alternatives in 2026

Updated October 2026

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

1
Relate Fundraising CRM Free plan AndroidiOSMacWebWin $60/mo7.9
FamilyOffice.com Deal Pipeline CRM vs Relate Fundraising CRM
2
Clienteer AndroidapiextensioniOSMac 7.3
FamilyOffice.com Deal Pipeline CRM vs Clienteer
3
Altvia AndroidiOSWeb 6.9
FamilyOffice.com Deal Pipeline CRM vs Altvia
4
Juniper Square AndroidapiiOSWeb 6.9
FamilyOffice.com Deal Pipeline CRM vs Juniper Square
5
Nautis Fundraising CRM Free plan Web $49/mo6.9
FamilyOffice.com Deal Pipeline CRM vs Nautis Fundraising CRM
6
Visible Free plan apiWeb $59/mo6.9
FamilyOffice.com Deal Pipeline CRM vs Visible
7
CAPLINK CRM Free plan Web €83.25/mo6.8
FamilyOffice.com Deal Pipeline CRM vs CAPLINK CRM
8
Dealtable Free plan Web Free6.8
FamilyOffice.com Deal Pipeline CRM vs Dealtable
9
Finta Free trial apiextensioniOSWeb $200/mo6.8
FamilyOffice.com Deal Pipeline CRM vs Finta
10
Allvue Investment Management extensionWeb 6.7
FamilyOffice.com Deal Pipeline CRM vs Allvue Investment Management
11
Dynamo CRM & Deal Management AndroidapiiOSWeb 6.7
FamilyOffice.com Deal Pipeline CRM vs Dynamo CRM & Deal Management
12
Edda AndroidiOSWeb 6.7
FamilyOffice.com Deal Pipeline CRM vs Edda
13
OpenVC CRM Free plan Web Free6.7
FamilyOffice.com Deal Pipeline CRM vs OpenVC CRM
14
SatuitCRM AndroidapiextensioniOSself-hosted $150/mo6.7
FamilyOffice.com Deal Pipeline CRM vs SatuitCRM
15
Zapflow AndroidapiiOSself-hostedWeb €199/mo6.7
FamilyOffice.com Deal Pipeline CRM vs Zapflow
16
4Degrees AndroidapiextensioniOSWeb 6.6
FamilyOffice.com Deal Pipeline CRM vs 4Degrees
17
Affinity AndroidapiextensioniOSWeb $166.67/mo6.6
FamilyOffice.com Deal Pipeline CRM vs Affinity
18
DealCloud AndroidextensioniOSWeb 6.6
FamilyOffice.com Deal Pipeline CRM vs DealCloud
19
Pipeline Free trial Web $40/mo6.6
FamilyOffice.com Deal Pipeline CRM vs Pipeline
21
Navatar Web 6.5
FamilyOffice.com Deal Pipeline CRM vs Navatar

FamilyOffice.com Deal Pipeline CRM alternatives compared

#	Tool	Score	Free plan	From	Runs on
1	Relate Fundraising CRM	7.9	Free plan	$60/mo	Android, iOS, Mac, Web, Windows
2	Clienteer	7.3			Android, API, Browser, iOS, Mac, self-hosted, Web, Windows
3	Altvia	6.9			Android, iOS, Web
4	Juniper Square	6.9			Android, API, iOS, Web
5	Nautis Fundraising CRM	6.9	Free plan	$49/mo	Web
6	Visible	6.9	Free plan	$59/mo	API, Web
7	CAPLINK CRM	6.8	Free plan	€83.25/mo	Web
8	Dealtable	6.8	Free plan	Free	Web
9	Finta	6.8	No	$200/mo	API, Browser, iOS, Web
10	Allvue Investment Management	6.7			Browser, Web
11	Dynamo CRM & Deal Management	6.7			Android, API, iOS, Web
12	Edda	6.7			Android, iOS, Web
13	OpenVC CRM	6.7	Free plan	Free	Web
14	SatuitCRM	6.7	No	$150/mo	Android, API, Browser, iOS, self-hosted, Web
15	Zapflow	6.7	No	€199/mo	Android, API, iOS, self-hosted, Web
16	4Degrees	6.6			Android, API, Browser, iOS, Web
17	Affinity	6.6	No	$166.67/mo	Android, API, Browser, iOS, Web
18	DealCloud	6.6			Android, Browser, iOS, Web
19	Pipeline	6.6	No	$40/mo	Web
21	Navatar	6.5			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 7.9 out of 10. The others here: Clienteer, Altvia, 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 on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.