Singletrack
#1 Capital Markets CRM & Research Platform.
Overview
Singletrack provides a purpose-built platform for capital markets firms, including investment banks and independent research providers. Built on Salesforce, it unifies client engagement, research distribution, and deal management. While its primary users are sell-side firms, its capabilities in managing corporate access and tracking investor interactions are highly relevant for corporate IR teams that work closely with the sell-side.
✨ Key Features
- Capital Markets CRM
- Client Engagement Management
- Research Distribution & Analytics
- Deal & Event Management
- AI-enhanced Insights
- Built on Salesforce Platform
🎯 Key Differentiators
- Purpose-built for capital markets workflows, not a generic CRM
- Deep integration with the capital markets ecosystem (e.g., research, events)
- Leverages the security and scalability of the Salesforce platform
Unique Value: Singletrack provides sell-side firms with a unified, data-driven platform to manage all client-facing activities, turning engagement data into actionable insights and more profitable relationships.
🎯 Use Cases (4)
✅ Best For
- Used by leading investment banks, brokers, and independent research providers.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Not a direct-to-corporate IR platform; it is designed for sell-side intermediaries.
🏆 Alternatives
Unlike generic CRMs, Singletrack is pre-configured for the specific and complex workflows of capital markets, including research distribution, corporate access, and deal management, leading to faster time-to-value.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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