# MadeMarket Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about MadeMarket Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/265141/MadeMarket

---

# 

 MadeMarket Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

MadeMarket

## What is MadeMarket?

MadeMarket is a purpose-built customer relationships and deal-management platform that helps investment bankers and capital markets professionals discover, execute, and close more deals faster. With a variety of ready-built, industry-orientated dashboards, reports, analytics, and project management tools, MadeMarket helps firms lower their transition costs to a new platform by making it easier to set up and use. Well beyond your average CRM, MadeMarket offers a fully-integrated digital home.

## What is MadeMarket used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)

Top alternative

Featured

Overall rating

Based on 20 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Contact vendor  
for pricing

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

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Our "Best of" badge program showcases products with the highest ratings...

Do you work for MadeMarket?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://mademarket.co&name=MadeMarket)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### MadeMarket

4.8 (20)

VS.

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (20)

Ease Of Use

4.4 (4,352)

Value For Money

4.7 (19)

Value For Money

4.3 (3,488)

Customer Service

5.0 (20)

Customer Service

4.4 (3,496)

## MadeMarket alternatives

[4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

[4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/265141/MadeMarket/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.4 (16)

87.50% of 16 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Contact Database

4.8 (11)

100.00% of 11 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Data Import/Export

4.6 (11)

90.91% of 11 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Lead Management

4.7 (10)

80.00% of 10 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Task Management

4.1 (8)

62.50% of 8 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Workflow Management

4.4 (8)

75.00% of 8 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

MadeMarket 96 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Send messages, notifications, or documents to an entire customer base at the same time

Software's ability to perform similar action on multiple similar files simultaneously

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Notifications received when important dates and deadlines are coming up

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Provide online support for your customers through live chat or help desk functionality

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

Defines specific deal parameters to negotiate and secure deals

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Receive and/or send email notifications for urgent updates, requests, or other information

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Track delivered, received, and opened emails

Used by brokers

Operate/access software on Mac Devices

Designed for small businesses

Form predictions based on past and present data/trends

Allows employees to set and manage work or career related goals

Track interaction history by documenting conversations for contacts

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Arrange tasks based on the level of priority or urgency

Streamlining repetitive tasks and activities through automated and predefined workflows

Centralized database to track details of properties (including lease, tenant, and owner information)

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor sales and make necessary adjustment in order to increase demand and revenue

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Share contacts with other applications like Gmail and CRM

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Web form that allows users to enter data that is sent and processed for different reasons

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

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Features

4.6 (20)

4.6

Based on 20 reviews

## Pricing

Value for money

4.7 (19)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.7 (19)

4.7

Based on 19 reviews

## Integrations

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Google Chrome](https://www.capterra.com/p/228985/Chrome/)[

PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (20)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (20)

5.0

Based on 20 reviews

## User reviews

Overall rating

4.8

Based on 20 reviews

Filter by rating

5(16)

4(4)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

WB

William B.

Senior Director

Financial Services

### "Value for money"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 16, 2026

Great experience. I actually do enjoy it more than when I used Salesforce. Works well when I am on the go too

Pros

It’s easy to use and update. I work with a group of folks who also use the platform and we all agree.

Cons

A couple of steps seem a little redundant. To input the business then the opportunity then go back to add the name for example.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Cost and ease of use. Upload capabilities.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CA

Chris A.

Business Development Manager

Pharmaceuticals

### "Jan 2026 MadeMarket Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 15, 2026

The team clearly understands investment banking use cases by the way they've built and continue to improve their product. Customer support is top notch.

Pros

Clean product, always improving, and most importantly a team that is extremely responsive and collaborative to help make their product work for our unique use cases.

Cons

Occasional technical glitches, but these are always quickly resolved. I do believe that adding the ability to create custom objects would be a huge upgrade and useful to many users, but recognize the complexity of doing this from a data structure perspective.

Switched from

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

Not enough experience at LW pre-MadeMarket

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Analyst

Investment Banking

### "Amazing service!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 18, 2025

Pros

Being able to send distributions to many contacts. It's helped us a lot in our marketing efforts and in our business.

Cons

Not being able to send extra distributions within the same thread, being able to follow up is important.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 30, 2025

Thank you for your feedback! Although we don't have follow-ups in Distributions, Marketing Sequences allow you to automate marketing emails and follow-ups by creating multistep campaigns. Deal Sequences are on the way if you need to follow up with suitors in an active engagement. Our support team would be happy to help you learn more.

AU

Anonymous User

Analyst

Financial Services

### "Great platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 18, 2025

Easy to use, intuitive, specific. From day 1 it was easy to pick up, and with \[sensitive content hidden\] doing our training sessions, it gave us a really comprehensive understanding of the platform.

Pros

Easy to use and very focused for our specific use case (M&A). The ability to link everything through the platform makes the ecosystem really useful.

Cons

Nothing so far. The updates seem to come at a reasonable rate, and the customer service is really helpful.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JM

Jim M.

Senior Associate

Investment Banking

### "Best CRM for IB’s"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

December 18, 2025

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.

Pros

The ability to create clean, and effective reporting of all the data we capture in the system. It is a game changer for showing clients internal materials.

Cons

Would love it if the email tracking add in was a bit more automated but some of that could be user error on my end. We have loved every bit of this CRM and can not manage the day to day without it anymore.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

We needed something more specific to our industry. We also needed reports that we could be pull from all of our data.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing MadeMarket

Customer success team was a game changer for us. The way you can access the MM team and their customer service is second to none.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DA

David A.

Investment Banking Associate

Banking

### "Great process management tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 18, 2025

I find it’s very intuitive to use very effective for staying on top of buying cell side leads and has been helpful for me and the deals that I’m on

Pros

Process management and staying on top of potential sell side leads. It is also very easy to use for me.

Cons

More vdr capabilities would be nice. I am referring to some of the more advanced analytics and file sharing features seen with other providers

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Daniel B.

Managing Partner

Investment Banking

### "For Investment Bankers - a no brainer"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 31, 2024

An investment banker friend of mine boasted that he was able to customize his CRM in the course of a summer. We went from 0 to a fully functioning backend system in 2 days from launching our firm. First rate.

Pros

CRM that is built for investment bankers. No need to spend thousands of dollars customizing a solution. It's an excellent system. The support is first rate. No complaints at all. The outlook plug in is excellent.

Cons

User Journeys. I think that's in the pipeline. Looking forward to that.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing MadeMarket

Custom made for our industry and does not require customization

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WW

Walker W.

Investment Banking Analyst

Investment Banking

### "Everyday use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 6, 2024

Use it daily to keep track of targets and stay on top of outstanding items.

Pros

Ease of use with the software is my favorite part.

Cons

Improving the speed of downloads and loading of filters would be great.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Mason B.

Associate

Capital Markets

### "The Best CRM for Boutique Investment Banking"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 6, 2024

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.

Pros

MadeMarket's platform makes it easy to stay in contact with potential investors and helps our company keep track of deal progress. Its user interface is easy to learn and use and has been my favorite CRM for over 3 years.

Cons

Perhaps the long wait time it takes to delete contacts from a deal list. The option to delete all seems to always fail, and I have to go through manually and delete targets a handful at a time. I have only had to do this twice though, so not a big issue.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BK

Brian K.

Partner

Investment Banking

### "Senior Banker Review of MadeMarket"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 26, 2024

Excellent for all the reasons mentioned above. The system was designed for investment banking and it has all the features our firm needs to run a process from lead generation to contacting hundreds of buyers for a deal to closing. I recommend MadeMarket often and appreciate the various parties it has partnered with to create a more robust eco system. I use Pitchbook and Caplinked and will seek to use the services of several of the other partners.

Pros

As a small firm with minimal junior level support, we rely heavily on 3rd party software applications like MadeMarket. 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. The Customer support is outstanding - very responsive, very knowledgable and the team has a great attitude. This is a critical part of the overall service and value MadeMarket provides, especially for a small firm which does not have a person dedicated to the application. Sending prepared videos responding to specific questions is highly valued and a very efficient way to communicate answers to questions - often times more effective than reading an article.

Cons

Not any real complaints. Like all robust software programs, there are a lot of features and it is easy to forget how to use the system or access certain aspects of it unless one is using it daily or weekly. The one area that possibly could be improved is the email tracking with contacts in the system. When I receive or send an email and try to invoke the MadeMarket icon to capture the emails, it does not appear to always work. I am sure that it is a user error. Regardless, tracking email correspondence is critical and I am glad MadeMarket has that capability.

Reasons for choosing MadeMarket

Had all the features we needed and was fairly priced.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/265141/MadeMarket/reviews/)

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