MadeMarket

Review of MadeMarket Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

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...

MadeMarket Screenshots

MadeMarket Features

Features of MadeMarket
Activity Dashboard
Appointment Scheduling
Interaction Tracking
Task Management
Access Controls/Permissions
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Audit Trail

MadeMarket Integrations

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

Customer Reviews

See why people love MadeMarket

5 Star
80%
4 Star
20%
3 Star
0%
2 Star
0%
1 Star
0%
Daniel B.

Daniel B.

Verified User

Investment Banking · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

For Investment Bankers - a no brainer

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.

What they liked
  • 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
Room for improvement
  • User Journeys
  • I think that's in the pipeline
  • Looking forward to that
Why they chose it

"Custom made for our industry and does not require customization"

Natalie D.

Verified User

Investment Banking · 11-50 employees

Used daily for less than 6 months
Dec 22, 2025

Made Market was the best decision for our business

Verified reviewer

What they liked
  • 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
Room for improvement
  • A mobile app in due course would be great
Why they chose it

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

John A.

Verified User

Investment Banking · 11-50 employees

Used daily for less than 6 months
Dec 22, 2025

Purpose-built product

Very positive - easy to use and purpose built for our workflow.

What they liked
  • CRM functionality and how it links so well with tracking and managing deals
  • Distributions feature is also very helpful for managing reach-outs
Room for improvement
  • The inability to seamlessly follow up parties in a distribution list
  • Currently you have to find the email in outlook that you're CCed on that came from a distribution and manually reply in outlook if you want the follow up to be on the same chain
  • It would be good to be able to send bulk follow ups based on certain criteria and have it appear in the same email chain
Switched From

Not purpose built for our line of work and nowhere near the functionality from a CRM perspective.

Why they chose it

"Purpose built nature of MadeMarket and lower price compared to DealCloud."

Mason B.

Verified User

Capital Markets · 11-50 employees

Used weekly for more than 2 years
Dec 22, 2025

The Best CRM for Boutique Investment Banking

My experience with MadeMarket has always been phenomenal. I have used the platform with two separate investment banks and tried to implement the CRM in another firm. I will always think of MadeMarket as my go-to CRM for Investment Banking.

What they liked
  • MadeMarket's platform makes it easy to stay in contact with potential investors and helps our company keep track of deal progress
  • Its user interface is easy to learn and use and has been my favorite CRM for over 3 years
Room for improvement
  • Perhaps the long wait time it takes to delete contacts from a deal list
  • The option to delete all seems to always fail, and I have to go through manually and delete targets a handful at a time
  • I have only had to do this twice though, so not a big issue

Walker W.

Verified User

Investment Banking · 11-50 employees

Used daily for less than 12 months
Dec 22, 2025

Everyday use

Use it daily to keep track of targets and stay on top of outstanding items.

What they liked
  • Ease of use with the software is my favorite part
Room for improvement
  • Improving the speed of downloads and loading of filters would be great

Brian K.

Verified User

Investment Banking · 2-10 employees

Used daily for less than 2 years
May 28, 2026

Senior Banker Review of MadeMarket

Excellent for all the reasons mentioned above. The system was designed for investment banking and it has all the features our firm needs to run a process from lead generation to contacting hundreds of buyers for a deal to closing. I recommend MadeMarket often and appreciate the various parties it has partnered with to create a more robust eco system. I use Pitchbook and Caplinked and will seek to use the services of several of the other partners.

What they liked
  • As a small firm with minimal junior level support, we rely heavily on 3rd party software applications like MadeMarket
  • The CRM has been designed by investment bankers and is for investment bankers
  • The features in MadeMarket track the lead generation and deal process which makes it intuitive and easy to use
  • The Customer support is outstanding - very responsive, very knowledgable and the team has a great attitude
  • This is a critical part of the overall service and value MadeMarket provides, especially for a small firm which does not have a person dedicated to the application
  • Sending prepared videos responding to specific questions is highly valued and a very efficient way to communicate answers to questions - often times more effective than reading an article
Room for improvement
  • Not any real complaints
  • Like all robust software programs, there are a lot of features and it is easy to forget how to use the system or access certain aspects of it unless one is using it daily or weekly
  • The one area that possibly could be improved is the email tracking with contacts in the system
  • When I receive or send an email and try to invoke the MadeMarket icon to capture the emails, it does not appear to always work
  • I am sure that it is a user error
  • Regardless, tracking email correspondence is critical and I am glad MadeMarket has that capability
Why they chose it

"Had all the features we needed and was fairly priced."

Nathan H.

Verified User

Food & Beverages · 51-200 employees

Used daily for more than 2 years
May 28, 2026

Great Product and Top Notch Support Team

It's a great tool, not only for deal management but for forecasting cash flows and sharing / creating reports for management and clients. Overall, it's a wonderful tool for the $$$ spent.

What they liked
  • It's very straightforward
  • So much that an intern can get into the software and quickly figure out how to use it
  • We also use MM as a CRM to feed other resources (although we have not integrated any plug-ins or add-ons)
  • Additionally, the support staff at MadeMarket is wonderful
  • If you need assistance, MM will respond in a timely manner which each service inquiry
Room for improvement
  • I can't think of any cons; we've got no complaints
David T.

David T.

Verified User

Biotechnology · 2-10 employees

Used daily for more than 2 years
May 28, 2026

GEP and MadeMarket

Excellent.

What they liked
  • We leverage technology to help us do our jobs better
  • MadeMarket is by far the most important technology my firm uses
Room for improvement
  • The charting for the different steps of a deal could be improved
Philip M.

Philip M.

Verified User

Investment Banking · 11-50 employees

Used daily for more than 2 years
May 28, 2026

Early adopter in Europe

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

What they liked

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

Room for improvement

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

Verified Professional

Investment Management · 2-10 employees

Used daily for less than 6 months
May 28, 2026

MadeMarket is worth exploring

Investment Management

What they liked
  • As a new MadeMarket user, I have been very impressed with the level of training and customer support that has been given
  • The learning curve looks steep when first diving into a new software platform
  • However, I quickly discovered that MadeMarket has implemented excellent resources to help lessen the overwhelm and level out that learning curve
  • I rate my experience 5 out of 5 stars
Room for improvement
  • It would be nice to have more videos in the Help Center

Write a Review

Share your experience to help others make better decisions.

(0/5 Stars)

Decision Context

MadeMarket

MadeMarket

4.8
Pricing
Pricing available upon request

See what companies are saying about Software Advice

Great
Based on 619 reviews
Trustpilot
Professional Service

This is very useful service. The company presents itself in a very professional manner.

Ansuya, 1 hour ago

Subscription Successful!

You've been added to our newsletter.