The ideal solution to manage investors and investor leads

Win More Investors

Capture, nurture & convert leads into INVESTMENT

Skyrocket your capital raise with ICM CRM: The Leading CRM in the market for companies expanding their investor base.

Perfect management tool for Crowdfunding Campaigns including Reg D A+ and CF

The first step is attracting great leads. That’s the easy part. The key is what you do after you get the lead. That’s an easier part …. but only if you use the ICMcrm.
The only lead management tool you will ever need.

$2.5 billion +
Equity Crowdfunding
$275,000 +
Average Raised 2020 (successful companies) Reg CF
Investors 2020 Reg CF
0.5 Million

One Tool Total Management

All-in One tool that will save you time and make you money. Will cover the cost several time over.




Per Month

Everything in Basic Plus +
  • Unlimited Contacts
  • Unlimited Users
  • Import Leads/Contacts
  • Booking Calendar/Scheduler
  • CRM to Manage Contacts
  • Pipeline for Sales Tracking
  • Email Marketing
  • Trade Show Lead Capture
  • Lead Reactivation Campaigns
  • Facebook Ad Reporting
  • Google Ad Reporting



Per Month

Everything in Professional Plus+
  • Landing Page Builder
  • Collect Leads with Forms
  • Custom Fields on Contacts
  • Surveys for Lead Generation
  • Marketing Automation
  • Lead Nurture Campaigns
  • Sales Agent Reporting
  • SMS & Email Templates
  • Workflow Builder
  • LMS for Training

Our campaigns convert traffic to investors. It's worked and is time-tested

Skyrocket your campaign with ICM CRM
The Leading CRM in the market for companies searching for investors.

Capture, nurture & convert leads into investments with ICM CRM “No 1 CRM in the Market"

Join the Club Now!

Take your business to the next level

Cancel your subscription anytime. No questions asked.

Do you want to attract more investors?

Never spend a penny on useless marketing tactics that are never going to work. Learn & implement the best digital marketing techniques shared by our members to get more investors.

Do you want to retain your investors for a longer time?

With better marketing tools at your disposal, you will be in the right position to analyze the data & make an informed decision about your investors.

How much more crowdfunding campaign owners raise if they update their supporters every 5 days?

Never miss an important message from your investor. Respond immediately & effortlessly to the queries of your investors with ICM CRM’s flexible marketing dashboard. The ICM CRM allows you to send customized emails, SMS & even phone calls all from one dashboard.

Bringing together the leads into the only tool you will ever need.

All-in-one marketing solution, that is the only tool you will ever need. You can still keep your favorite apps and use them seamlessly with ICMcrm. Once the leads are in the system is when the magic begins.


With our interactive forms & dynamic landing pages capturing leads are seamless.


With ICMCRM companies can automate the repetitive tasks that consume a lot of their time & resources. Leave the operation part to us & focus on what you do best. With ICMCRM, you email, text and call your investors directly & all the records remains at one place.


Schedule, Monitor & Follow up with your investors from the ICMCRM dashboard. It’s simple, fast & result oriented.

Join the Club Now!

Take your business to the next level

Cancel your subscription anytime. No questions asked.

Capture New Investor Leads Through ICM CRM

Get all the training and resources you need to start or grow your business.

Create Responsive Landing Page

Create responsive, aesthetically pleasing & highly converting landing pages with simple drag & drop from our investor campaign page builder. The landing pages created are optimised for google’s core web vitals. Get started with pre-built investor landing page templates if you are running out of time.

Build Interactive Forms

Building lead capturing form no longer requires complex coding. with ICMCRM, you can set up awesome forms within minutes. Select your fields, configure your options & integrate with your website & you are done.

Schedule Appointments

With the Investor Campaign calendar, you can set appointments; reschedule or get notified in case the investor postpones a meeting. Set triggers & create mini-campaigns for no-show appointments and reminders!

Convert leads into investments

From marketing to sales, we have covered your needs through the diversified tools offered in ICMCRM. Now you don’t have to worry about missing an important call from an investor or sending an important reminder email; All can be managed from the ICMCRM dashboard. Isn’t that super easy?

Create Multi-Channel Campaign

Respond to your leads instantaneously & never keep them waiting. With ICMCRM send automated SMS’s, pre-recorded voice notes or schedule an email for a potential lead.

Follow Up

Create automated follow-ups via ICMCRM for any lead, prospect from the central dashboard. Monitor & measure the progress of the prospect & send new communications using our customised email templates as & when needed.

Two-way Communication

Remain connected with your leads 24*7 & never go offline with our mobile version. The ICMCRM works perfectly fine on desktop as well as mobile.

Convert More Prospects into Leads into Prospects & Prospects

Qualify Your Leads. All leads are not created equal. Identify Your Best Lead. Nurture. Close. Automatic. Shazam.

Organise your Pipeline & Workflow

Now manage, track & communicate with all the incoming leads with one powerful dashboard.

Automate Repetitive Tasks

Make it easy for your investors to approach you. Remove bottlenecks, streamline the process & make it easy for them to book an appointment.

Receive Analytics Reports at One Place

Track all the data including important KPI’s like conversion rate, number of leads, email open rate, etc all in one place.

Dedicated Customer Support

With award-winning customer support is matchless. We have a professional, dedicated customer support team working 24*7 ready to serve you.

Switch without Worrying

Are you worried about losing your data before making a switch? Worry not, We have systems in place that ensure the process is as easy as clicking on the button.

Streamlined Migration

Data migration is a complex task & with all those third-party tools around; privacy of data cant be ensured. If you aren't sure what to do, we will do it for you. We ensure 100 % privacy.

We are Listening

Never feel that you are alone. We are available 24*7.

Don’t Wait! Be the next ICMCRM’er

If you are looking for investors for your business then ICMCRM is for you. Get all the training & resources needed to get you started from our experienced team.

GET Started

Why Choose us

Customised Investor funnel

We have pre-built high converting investor funnel templates ready for you. Investor funnels help in bringing new leads & those lead to investments.

Lead generation

With our responsive landing pages & interactive investor forms capturing new leads is easy.

Flexible communication with investors

Interact with your investors as soon as they land on your website. Respond through webchat integrated with your website without delay.

Calendar to automate your appointments

Automate all the appointments, booking & demo requests from investors to avoid chaos. Create a smooth pipeline within the ICMCRM investor funnel & attended to every unique lead at the best possible time.


Automated messaging & email setup solution directly from the dashboard to follow up with your investors.

Email marketing tools

With our email marketing tools, you can send targeted emails to your investors with lesser chances of landing in the spam box. The more precise the targeting is, the higher are the chances of conversion.

Ready to go webinar Campaigns

Educate your audience by launching webinars through ICMCRM & convert prospects into investors.

Marketing automation

Use our pre-built investor funnel & templates or create a new funnel from scratch. The ICMCRM is integrated with industry-leading tools allowing you to monitor, manage & track the lead as it enters the funnel.

Powerful CRM

Track, Monitor & Measure all the events related to your business in one place. Whether you are looking for a conversion report or new leads, data all can be found in one place.

Sales Follow up Automation

Get rid of all the complex excel reports & switch to ICMCRM. The ICMCRM has an easy drag & drop option letting you change the status of the lead as it moves through the sales funnel.

Voice mail automation

To make the process human friendly, you can pre-record your voice mails with ICMCRM. The voice mails can be used to send automated responses when following up with a lead.

No cap on data imports

Add as much data as you can, no restrictions. Bring all your leads & start the monitoring, managing & responding to the leads.

Launch follow up campaigns

If you are struggling with the words or your vocabulary is not too good; we can help. Follow up effectively with your leads with our pre-built templates. Be it new leads, booked appointments, follow up campaigns, no show appointment campaigns, and long term nurture campaigns we have a template for every need.

2 Way texting for your investment team

Never be afraid of missing an important text from your investors when you have ICMCRM at your back. With ICMCRM you can swiftly SMS your investors from the Mobile App or through the powerful dashboard.

Customer Support & Free Training Resources

With award-winning customer support, you get matchless service throughout the day. We have a professional, dedicated customer support team working 24*7 ready to serve you. Apart from that, we have huge training material which includes videos, articles, whitepapers available for guidance.

Frequently Asked Questions

Can I cancel my subscription at any time?
Yes, you can cancel your subscription anytime without any questions asked or terms set.
Can I change my plan later on?
Yes, you can change your subscription anytime without any questions asked or terms set.
Will you renew my subscription automatically?
Yes it will be renewed automatically
Software Requirements
Can I change my plan later on?
Yes, you can cancel your subscription anytime without any questions asked or terms set.
Can I request a refund?
Yes, you can cancel your subscription anytime without any questions asked or terms set.
Can I request a refund?
Yes, you can cancel your subscription anytime without any questions asked or terms set.

Join the Club Now!

Take your business to the next level

No terms, No questions asked. Cancel your subscription anytime.