Best Clienteer Alternatives in 2026
Updated
20 platforms from investor relationship management software ranked against Clienteer on the same published basis.
- 1Clienteer vs Relate Fundraising CRM
- 2Clienteer vs Nautis Fundraising CRM
- 3Clienteer vs Visible
- 4Clienteer vs CAPLINK CRM
- 5Clienteer vs Dealtable
- 7Clienteer vs OpenVC CRM
- 8Clienteer vs Finta
- 9Clienteer vs Altvia
- 10Clienteer vs Juniper Square
- 11Clienteer vs Pipeline
- 12Clienteer vs Allvue Investment Management
- 13Clienteer vs DealCloud
- 14Clienteer vs Dynamo CRM & Deal Management
- 15Clienteer vs FamilyOffice.com Deal Pipeline CRM
- 16Clienteer vs Navatar
- 17Clienteer vs 4Degrees
- 18Clienteer vs Edda
- 19Clienteer vs SatuitCRM
- 20Clienteer vs Zapflow
- 21Clienteer vs Affinity
Clienteer alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Relate Fundraising CRM | 8.0 | Free plan | $60/mo | Android, iOS, Mac, Web, Windows |
| 2 | Nautis Fundraising CRM | 7.0 | Free plan | $49/mo | Web |
| 3 | Visible | 7.0 | Free plan | $59/mo | API, Web |
| 4 | CAPLINK CRM | 6.9 | Free plan | €83.25/mo | Web |
| 5 | Dealtable | 6.9 | Free plan | Free | Web |
| 7 | OpenVC CRM | 6.8 | Free plan | Free | Web |
| 8 | Finta | 6.7 | No | $200/mo | API, Browser, iOS, Web |
| 9 | Altvia | 6.6 | Android, iOS, Web | ||
| 10 | Juniper Square | 6.6 | Android, API, iOS, Web | ||
| 11 | Pipeline | 6.6 | No | $40/mo | Web |
| 12 | Allvue Investment Management | 6.5 | Browser, Web | ||
| 13 | DealCloud | 6.4 | Android, Browser, iOS, Web | ||
| 14 | Dynamo CRM & Deal Management | 6.4 | Android, API, iOS, Web | ||
| 15 | FamilyOffice.com Deal Pipeline CRM | 6.4 | Web | ||
| 16 | Navatar | 6.4 | Web | ||
| 17 | 4Degrees | 6.3 | Android, API, Browser, iOS, Web | ||
| 18 | Edda | 6.3 | Android, iOS, Web | ||
| 19 | SatuitCRM | 6.3 | No | $150/mo | Android, API, Browser, iOS, self-hosted, Web |
| 20 | Zapflow | 6.3 | No | €199/mo | Android, API, iOS, self-hosted, Web |
| 21 | Affinity | 6.2 | No | $166.67/mo | Android, API, Browser, iOS, Web |
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Questions about Clienteer alternatives
What is the best alternative to Clienteer?
Relate Fundraising CRM, number 1 in investor relationship management software with a score of 8.0 out of 10. The others here: Nautis Fundraising CRM, Visible, CAPLINK CRM and 16 more.
What is the best free alternative to Clienteer?
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 how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.