Placement Agent

**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.