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MadeMarket

Overview
Reviews

MadeMarket 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

MadeMarket
MadeMarket
4.8
(20)

Pricing

Pricing available upon request

About MadeMarket

MadeMarket is the customer relationship and deal management platform purpose-built for investment bankers and capital markets professionals. Compared to a general-purpose CRM, MadeMarket’s intuitively structured platform helps teams discover and close more deals faster while lowering upfront costs by making it easier to set up and use.

With ready-built dashboards and reports designed around automated and easy-to-use data entry tools, MadeMarket makes it simple to create and share business and relationship intelligence firms can depend on.

Along with engagement tools that make it easier to build buyers lists, send and track emails in bulk, and log detailed updates directly from Outlook, MadeMarket empowers firms to move faster with confidence.

In addition to an Outlook integration that lets users log detailed activity updates to the platform’s contacts and projects directly from their email, other integrations include Office 365, Gmail, Zapier, Crunchbase, Capital IQ, Pitchbook, and more.

Trusted by various investment banks and a growing number of capital markets firms, MadeMarket also offers a dedicated customer success manager, integration and training services, and a robu...

st help desk with user-friendly videos.

MadeMarket Screenshots

0
0
1
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MadeMarket Pricing and Plans

Free Trial
Free Version
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MadeMarket Features

  • Popular features found in Sales Tracking
    Activity Dashboard
    Appointment Scheduling
    Interaction Tracking
    Task Management
  • More features of MadeMarket
    Access Controls/Permissions
    Activity/News Feed
    Activity Tracking
    Alerts/Notifications
    API
    Audit Trail
    Batch Communications
    Batch Processing
    Calendar/Reminder System
    Calendar Sync
    Call Logging
    Campaign Management
    Client Management
    Collaboration Tools
    Commenting/Notes
    Commercial Property Management
    Commission Management
    Communication Management
    Configurable Workflow
    Contact Database
    Contact Management
    Critical Date Alerts
    CRM
    CRM Integration
    Customer Database
    Customer History
    Customer Support
    Customizable Branding
    Customizable Fields
    Customizable Reports
    Data Import/Export
    Data Synchronization
    Data Visualization
    Deal Management
    Document Storage
    Drag & Drop
    Email Alerts
    Email Management
    Email Marketing
    Email Tracking
    For Brokers
    Forecasting
    For Mac Devices
    For Small Businesses
    Goal Management
    Kanban Board
    Lead Capture
    Lead Distribution
    Leaderboards
    Lead Generation
    Lead Management
    Lead Nurturing
    Lead Qualification
    Lead Scoring
    Lead Segmentation
    Mobile Access
    Mobile App
    Monitoring
    Opportunity Management
    Performance Management
    Performance Metrics
    Personalization
    Pipeline Management
    Pipeline Reports
    Portfolio Management
    Prioritization
    Process/Workflow Automation
    Property Database
    Prospecting Tools
    Quotes/Estimates
    Real-Time Data
    Real-Time Notifications
    Referral Tracking
    Relationship Tracking
    Reminders
    Reporting/Analytics
    Reporting & Statistics
    Revenue Management
    Role-Based Permissions
    Sales Forecasting
    Sales Pipeline Management
    Sales Reports
    Search/Filter
    Segmentation
    Self Service Portal
    Shared Contacts
    Source Tracking
    Tagging
    Task Scheduling
    Team Assignments
    Third-Party Integrations
    Vendor Management
    Visual Analytics
    Web-based Deployment
    Web Forms
    Workflow Management

MadeMarket Integrations

Microsoft 365
Microsoft 365
Microsoft Outlook
Microsoft Outlook
Zapier
Zapier
Gmail
Gmail
PitchBook
PitchBook
Crunchbase
Crunchbase

See all 12 integrations

MadeMarket User Reviews

Overall Rating

4.8

Ratings Breakdown

5

80%

4

20%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

5.0

Functionality

4.5

Daniel's profile

Daniel B.

Verified reviewer

Investment Banking

2-10 employees

Used daily for less than 12 months

Reviewed December 2024

For Investment Bankers - a no brainer

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

Reasons for choosing MadeMarket

Custom made for our industry and does not require customization

Read More

ND

Natalie D.

Verified reviewer

Investment Banking

11-50 employees

Used daily for less than 6 months

Reviewed August 2023

Made Market was the best decision for our business

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
The level of customization is outstanding – we were able to tailor the software to perfectly our business. The deal section of Made Market is brilliant and allows us to track our target lists in real-time, easily see who is still active and export results to send to clients in seconds. Everything syncing back to the underlying contact allows us a 365 view of the contact or firm with all deals, opportunities and interactions. Also, the system was live straightaway and the onboarding process was so easy.
Cons:
A mobile app in due course would be great.

Reasons for choosing MadeMarket

Made Market was much faster to implement, easy functionality and more cost effective.

Read More

JM

Jim M.

Verified reviewer

Investment Banking

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Best CRM for IB’s

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

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.

Reasons for switching to MadeMarket

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

Read More

CA

Chris A.

Verified reviewer

Pharmaceuticals

11-50 employees

Used daily for more than 2 years

Reviewed January 2026

Jan 2026 MadeMarket Review

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
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.

Reasons for switching to MadeMarket

Not enough experience at LW pre-MadeMarket

Read More

VR

Verified
Reviewer

Investment Banking

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Amazing service!

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

Vendor Response

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.

Replied December 2025

Read More

WB

William B.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Reviewed January 2026

Value for money

5

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
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.

Reasons for switching to MadeMarket

Cost and ease of use. Upload capabilities.

Read More

VR

Verified
Reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed December 2025

Great platform

5

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.

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
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.

Read More

DA

David A.

Verified reviewer

Banking

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed December 2025

Great process management tool

4

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
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

Read More

David's profile

David T.

Verified reviewer

Biotechnology

2-10 employees

Used daily for more than 2 years

Reviewed February 2023

GEP and MadeMarket

5

Excellent.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
We leverage technology to help us do our jobs better. MadeMarket is by far the most important technology my firm uses.
Cons:
The charting for the different steps of a deal could be improved.

Read More

Philip's profile

Philip M.

Verified reviewer

Investment Banking

11-50 employees

Used daily for more than 2 years

Reviewed March 2023

Early adopter in Europe

4

We were the founder European client and we have enjoyed our journey with MM from Day One

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Well thought through to address specific issues/bottlenecks in our world; flexible functionality; builds corporate knowledge; saves a lot of time in disposal/fundraising transactions; responsiveness to issues/new product development ideas
Cons:
Initially, it was the weak communications about new features and lack of a proper help page set-up - but these issues have now mostly been addressed

Read More

Showing 1 - 10 of 20 Reviews

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