InvestorFlow is the #199 ranked collaboration app on Salesforce, with a free plan available, as of Sep 12, 2026.
InvestorFlow is a Salesforce AppExchange app by InvestorFlow.
AppRanks data: InvestorFlow ranks #199 in Collaboration on Salesforce AppExchange, placing it in the top 50% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
InvestorFlow is a newly-listed Salesforce app with a limited review volume. It is listed in the Collaboration category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
Cons
- −No public reviews yet — fit and reliability are unverified
Looking to switch from InvestorFlow?
See InvestorFlow's alternatives ranked by audit score, rating, and review velocity.
About InvestorFlow
How InvestorFlow works
InvestorFlow is the leading integrated front-office platform to manage sourcing, deal management, fundraising and investor services for alternative asset managers.
InvestorFlow’s open-architecture SaaS platform enables flexibility and configurability, with data ingestion capabilities through API integrations and client- or InvestorFlow-hosted data lake.
Managed services, professional services, and implementation complement InvestorFlow’s product suite and solidify InvestorFlow as a mission-critical enterprise partner to the front offices of alternative asset managers.
Key features
- Our CRM and Digital Engagement Platform delivers the relationship intelligence, opportunity origination and deal collaboration capabilities that turn your relationships into capital, investments, and partnerships.
- InvestorFlow selected Salesforce, the world’s No. 1 enterprise-class CRM and the world’s No. 1 AI CRM, because it offers our firms the security, scalability, and availability they need to turn relationships into capital, investments, and partnerships.
- The Pipe+ Outlook Add-In allows users to quickly create, update and multi-relational tag interactions, contacts, companies, opportunities, and more in Salesforce directly from Outlook, saving time and increasing efficiency.
- InvestorFlow Pipe+ Smartlists aggregate your pipeline opportunities into an easy to read, edit, and search format with Excel-like functionality. Smartlists allow you to edit individual opportunities or multiple opportunities in-line all at once.
- Our team has dozens of years of experience in the alternatives industry, with a thorough understanding of our clients’ business and the problems they are looking to solve.
- Powered by Salesforce’s Agentforce solution, InvestorFlow’s out-of-the-box AI capabilities allow you to quickly harness the underlying data in your CRM to find actionable insights and help improve day-to-day efficiency.
- Our dedicated Services and Support teams have a wealth of practical product knowledge as well as a strong understanding of the industry, ensuring you have a trusted partner as you work to drive value on our platform.
Category rankings
As of Sep 12, 2026- Collaboration#199of 401Top 50%
- Analytics#542of 926Top 59%
- Productivity#979of 1,664Top 59%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
InvestorFlow ranks for 2 keywords across Salesforce AppExchange. Here are the top 2:
- 1.turnRank #10
- Rank #12
Competitors & alternatives
InvestorFlow doesn't have curated competitor matchups yet. Other tracked collaboration apps on Salesforce:
Frequently asked questions
What is InvestorFlow?
InvestorFlow is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2025. It is listed under the Collaboration category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by InvestorFlow.
Is InvestorFlow free?
InvestorFlow does not offer a permanent free plan on Salesforce. Pricing starts at 180, and the listed tiers are Pipe. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses InvestorFlow?
InvestorFlow is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Collaboration category on Salesforce.
Where does InvestorFlow rank on Salesforce?
InvestorFlow currently sits at position #199 in the Collaboration category on Salesforce. That places it in the top 50% of 401 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does InvestorFlow integrate with?
InvestorFlow lists 4 integrations on its Salesforce marketplace page. The most prominent are Service Cloud, Marketing Cloud, Financial Services Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.