Manage your fund
relationships, all in one place
A modern CRM built for boutique advisory firms managing relationships with funds, banks, and financiers. Stop juggling spreadsheets — start closing deals.
Everything you need to manage the supply side
Purpose-built for firms that track relationships with capital providers — not a generic CRM crammed into your workflow.
Organisation Tracking
Manage funds, banks, NBFCs, family offices, and financiers with custom fields, fund size tracking, and status management.
Contact Management
Store contacts linked to organisations with multiple phones, emails, LinkedIn profiles, and custom fields.
Interaction Logging
Log every meeting, call, and email. Set follow-up dates and link interactions to specific contacts.
Team Assignment
Assign organisations to team members. Assignments propagate automatically to all linked contacts.
Change History
Every field change, assignment update, and record creation is tracked with a complete audit trail.
Custom Fields
Define custom fields per entity type — text, number, date, URL, select, multi-select, and more.
Built for advisory firms
Whether you manage ten fund relationships or five hundred, TARKCRM scales with your team. Multi-tenant architecture means your data is always isolated and secure.