Carta CRM
CRM for modern investors
About
Manage investment deals and contacts efficiently with this relationship intelligence CRM. Access powerful features like deal tracking, contact organization, AI-powered search, and intelligent notifications on your mobile device. Securely safeguard your sensitive investment data anytime, anywhere.
What's New in Carta CRM
3.0.0
July 21, 2026
Updated branding and design.
Developer apps
FAQ
What is Carta CRM?
Carta CRM is a relationship intelligence CRM designed for investors and dealmakers. It helps you optimize your deal workflow, manage contacts, and stay on top of your investment pipeline.
Is Carta CRM secure?
Yes, Carta CRM prioritizes security and offers advanced encryption to safeguard your sensitive investment data. You maintain complete control over your data, ensuring its confidentiality.
What devices does Carta CRM support?
Carta CRM is available on iPhone and iPod devices. It is designed to provide seamless access to its features on the go.
How does Carta CRM handle contact management?
Carta CRM automatically imports, organizes, and updates all your team's contacts. This ensures you always have the most current information at your fingertips for streamlined networking.
Does Carta CRM have ads?
No, Carta CRM does not contain advertisements. It offers an ad-free experience to its users.
How often is Carta CRM updated?
Carta CRM was last updated on June 8, 2026, with version 2.0.1. This indicates a recent update, suggesting ongoing development and support.
What is the user rating for Carta CRM?
Carta CRM has a perfect rating of 5.0 stars from 1 rating. This suggests a highly positive initial reception from its users.
Can I track deals from start to finish with Carta CRM?
Yes, Carta CRM allows you to effortlessly track your investment deals from start to finish. You can maintain a comprehensive overview of active, pending, and closed deals.
