FamilyOffice.com Deal Pipeline CRM vs Relate Fundraising CRM
FamilyOffice.com Deal Pipeline CRM
familyofficer.comRelate Fundraising CRM
relate.soSide by side
| Figure | FamilyOffice.com Deal Pipeline CRM | Relate Fundraising CRM |
|---|---|---|
| Price from | — | $12/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 7 |
| Spec score · Investor Relationship Management Software | 7.1 (#23) | 8.8 (#2) |
| Security controls | The maker describes role-based and deal-level access controls, document controls, audit trails, and logical data segregation, and says private deployment options are available. | The pricing comparison lists role-based access, security and compliance integrations, and SAML single sign-on. |
Plans
Relate Fundraising CRM
- Personal PlanFree
- Team FreeFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
- EnterprisePriced on request
In their own words
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.
Relate Fundraising CRM
Relate Fundraising CRM helps founders organize investor relationships and fundraising activity. It brings investor deals and conversations together, with tools to build lists, comment, tag, and share context with teammates. Relate syncs investor email both ways and lets users send messages from the product. Email connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack notifications can report CRM updates, and Relate Cal can schedule investor meetings, including Zoom calls. The product can also support sales, customer success, partnerships, and other processes. It is available in a browser and as desktop software for macOS and Windows; mobile access uses a progressive web app in iOS and Android browsers that can be added to a device home screen. Free plans include 30 days of email and note history, while Business includes full history. The pricing note lists paid access from $15/mo and a 7-day trial; Team Business is $60 a month, billed per user.