# Carta CRM — CRM for modern investors > Relationship intelligence CRM for investors to manage deals and contacts. (iPhone/iPad app by eShares.) - Source: https://appshunter.io/ios/app/carta-crm/id1659874952 (this page in markdown: same URL + `.md`) - Developer: [eShares](https://appshunter.io/developer/1137735262) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 15.0 · 19 MB - Languages: American English - Released: 2023-01-06 - Data updated: 2026-08-13 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/carta-crm/id1659874952/reviews.md ## What is Carta CRM? Optimize your deal workflow with Carta CRM, a relationship intelligence CRM for dealmakers. Access all the powerful features of a web CRM on your mobile device and stay on top of your deal and relationship flow anytime, anywhere. SEAMLESS DEAL MANAGEMENT Effortlessly track your investment deals from start to finish. Stay organized with a comprehensive overview of all your active, pending, and closed deals. Take advantage of intuitive filters to quickly locate specific deals and access critical information in seconds. ROBUST CONTACT MANAGEMENT Streamline your network with Carta CRM's advanced contact management capabilities. All your team's contacts are automatically imported, organized, and updated, ensuring you have the most up-to-date information at your fingertips. POWERFUL SEARCH Harness the power of the latest AI and neural search technology to maximize your productivity. Quickly find relevant information across people, deals, and documents with precision and speed. INTELLIGENT NOTIFICATIONS Stay updated in real-time on deal progress and changes with Carta CRM's intelligent notification system. Be the first to know about important updates, enabling you to take timely action and make informed investment decisions. SECURE AND PRIVATE Rest assured knowing that your sensitive investment data is protected. Carta CRM prioritizes security and offers advanced encryption to safeguard your information. Maintain complete control over your data, ensuring its confidentiality at all times. Download Carta CRM now and revolutionize the way you manage your investment deals. Streamline your workflow, optimize productivity, and make informed investment decisions on the go. Stay ahead of the competition with the ultimate CRM app designed for investors. ## Key features - Deal workflow optimization - Contact management - AI-powered search - Intelligent notifications - Secure data protection - Mobile access ## Frequently asked questions about Carta CRM ### 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. ## Version history (last 5 releases) ### 3.0.0 — 2026-07-21 Updated branding and design. ### 2.0.1 — 2026-06-08 Updated branding and design. ### 2.0.0 — 2026-05-12 Updated branding and design. ### 1.6.8 — 2026-03-11 This is a technical update that improves the user experience. ### 1.6.7 — 2026-03-03 This is a technical update that improves the user experience. ## Apps similar to Carta CRM | App | Rating | Price | Category | | --- | --- | --- | --- | | [ccMonet](https://appshunter.io/ios/app/ccmonet/id6502933589) | 5.0 (2) | Free | Finance | | [BONDS AI](https://appshunter.io/ios/app/bonds-ai/id6767971558) | 5.0 (2) | Free | Finance | | [Octus](https://appshunter.io/ios/app/octus/id907464942) | 4.9 (138) | Free | Finance | | [William Blair Conferences](https://appshunter.io/ios/app/william-blair-conferences/id1620019261) | 5.0 (1) | Free | Finance | | [Newfund](https://appshunter.io/ios/app/newfund/id6448988785) | 5.0 (2) | Free | Finance | | [Alpha Capital](https://appshunter.io/ios/app/alpha-capital/id1075956827) | — | Free | Finance | ## More apps by eShares - [Carta - Manage Your Equity](https://appshunter.io/ios/app/carta-manage-your-equity/id1137735263) - [Carta Carry](https://appshunter.io/ios/app/carta-carry/id1664284852) All apps by eShares: https://appshunter.io/developer/1137735262 ## Related topics [crm investor](https://appshunter.io/ios/topics/crm-investor) · [eshares](https://appshunter.io/ios/topics/eshares) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-13.*