MadeMarket has been named Capterra’s Top Pick in its latest Investment Management Software Reviews report, earning recognition as the best CRM for investment banking and deal flow management.
In their report, Capterra, a leading software review platform, evaluated a variety of software tools for capital markets professionals and analyzed over 1,200 verified customer reviews to assess platforms across four categories: overall rating, ease of use, value for money and customer support. MadeMarket earned an overall rating of 4.85 out of 5, including a perfect 5 out of 5 for customer support.
Built for investment banking
As the report describes, ease of use was the most frequently cited theme among MadeMarket reviewers, with deal-tracking functionality standing out, earning MadeMarket a 4.85 out of 5 for its user-friendliness.
“MadeMarket was chosen as a top pick because of how consistently reviewers describe the platform as intuitive for deal teams without requiring extensive onboarding. Ease of use and deal-tracking functionality are the two most frequently cited strengths in this report, with reviewers noting that MadeMarket tracks the lead generation and deal process in a way that feels purpose-built rather than adapted from a generic CRM.”
That feedback reflects one of the fundamental differences between MadeMarket and generic CRMs: the platform was built specifically around investment banking workflows, from business development and relationship management through deal execution.
As one MadeMarket customer said in Capterra’s report:
“The CRM has been designed by investment bankers and is for investment bankers. The features in MadeMarket track the lead generation and deal process which makes it intuitive and easy to use for our team.” – Brian K., Investment Banking
A perfect score for customer support
MadeMarket also earned a 5 out of 5 for customer support in Capterra’s report, the highest support score of any platform in the report.
“Reviewers consistently describe support as responsive within minutes and genuinely invested in tailoring the platform to their firm's process,” the report says, which often matters even more for smaller deal teams without a dedicated CRM administrator.
When an investment bank chooses a CRM, it’s not just buying a product—it’s investing in a platform and a relationship that will have an important impact on its day-to-day workflows. That makes it essential to choose a partner that understands the industry and can remain responsive as the firm’s needs evolve.
MadeMarket customers highlighted that experience in some of the reviews within Capterra's report:
“My experience with MadeMarket has always been phenomenal. I have used the platform with two separate investment banks and tried to implement the CRM in another firm. I will always think of MadeMarket as my go-to CRM for Investment Banking.” –Mason B., Capital Markets
Another reviewer put it even more simply:
“Absolutely incredible. When they say this is truly a CRM made for investment bankers that is exactly what it is. This was one of the best decisions we have made as a firm.” – Jim M., Investment Banking
Altogether, Capterra’s recognition reflects what MadeMarket was built to deliver: an intuitive CRM and deal management platform designed around the way investment bankers actually work, backed by a team that understands the industry.
We’re proud to have received this recognition and excited to continue earning it through the work we do every day for our customers.
New to MadeMarket? Check out the article “How to Close More Deals Faster with MadeMarket as an Investment Banker”.
And to learn even more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!
