# Zapflow Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Zapflow Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/164085/Zapflow

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# 

 Zapflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Zapflow

## What is Zapflow?

Zapflow is a powerful, all-in-one solution specially designed for Private Equity, Venture Capital, Real Estate, Family Offices, and Corporate teams. It provides a unified platform to manage the entire investment lifecycle—from deal sourcing and fundraising to portfolio management and nurturing LP relationships until exit. With Zapflow, you can streamline every stage of your investment process without changing between different software, ensuring efficiency and strategic clarity across your operations.

## What is Zapflow used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€199

Per User, Per Month

Free trial  
available

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Do you work for Zapflow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.zapflow.com&name=Zapflow)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Zapflow

0.0

VS.

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

€199

Per User, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (21)

Value For Money

0.0 (0)

Value For Money

4.3 (15)

Customer Service

0.0 (0)

Customer Service

4.4 (17)

## Zapflow alternatives

[4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/)

Starting price

$540.00

Per User, Per Month

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Benchmarking

Compare key metrics for the business against prominent players in the industry

Zapflow 41 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Compare key metrics for the business against prominent players in the industry

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Protect sensitive data for digital privacy

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Used by financial advisors and money managers

Manage allocation and performance of financial assets

Track interaction history by documenting conversations for contacts

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Access software remotely via mobile devices

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Assessment technique to estimate the current worth of an asset or company

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Front office edition

€199.00

Per User,Per Month

It includes:

-   CRM with data enrichment
-   Deal flow management
-   Fundraising management
-   Email integration
-   Webforms easy data capture
-   Standard dashboards
-   Task management
-   2FA/MFA

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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