Henosis REP · service-provider edition

The CRM built for fund administrators

Henosis REP is purpose-built for fund administrators and the other service providers that sell into alternative-asset firms. Run new business development and ongoing account management (prospect to proposal to signed to delivery) in one AI-native platform, instead of a stitched-together stack of six to eight tools.

Start free trial Book a walkthrough

14-day free trial of the full Professional tier

In short

The best CRM for a fund administrator is one built for the service-provider side of the alternative-asset world, not for the fund managers themselves. Most CRMs in this market treat fund administrators as a served party and aim the product at GPs and LPs. Henosis REP inverts that: each of your reps carries a book of 50–500 fund-manager relationships and runs both outbound BD and warm account management, and Henosis is built for exactly that motion, covering the whole lifecycle in one place, with AI doing the logging and follow-up grind, typically replacing 6–8 tools at 2–5× lower cost than running them separately.

6–8 tools → 1 ~2–5× lower cost than the stack AI-native across every module
The problem

Fund-services BD runs on tools built for someone else

A fund administrator's BD team sells a relationship-led, high-touch service into alternative-asset firms, and the CRM market has no product built for that buyer.

A 6–8 tool stack

a general CRM, a sales-engagement tool, a proposal tool, e-sign, email marketing and the automation glue, none of which talk to each other.

Built for the wrong buyer

every alt-asset CRM is aimed at the fund managers themselves; nothing is built for the firms that sell into them.

Manual busywork

logging calls, writing briefs and chasing follow-ups by hand, while relationship context scatters across inboxes and spreadsheets.

Broken handoffs

new business development and ongoing account management live in different systems, so context falls between the cracks of the client book.

Why Henosis REP

One platform for the service-provider motion

Built for the firms that sell into alternative-asset managers, not re-skinned from a generic sales CRM.

Built for service providers, not GPs

The service-provider edition is built for the BD and account-management teams at firms that serve alternative-asset managers (administration, accounting, audit, tax, compliance and IR), not for the fund managers themselves.

The whole lifecycle, one system

Prospect → deal → proposal → e-signature → delivery → ongoing account management in one place, so a relationship never has to be re-keyed into the next tool.

AI-native, not AI-bolted-on

An AI assistant handles logging, relationship briefs and follow-up drafting across every module, embedded in the workflow rather than added as a side panel.

Isolated and auditable by default

Every tenant is isolated with row-level security, role-based access and complete audit trails, enforced at the database layer, with a security roadmap that includes SOC 2.

See the product

What your BD team works in

The live Henosis REP dashboard from app.henosis.solutions, not a mockup.

app.henosis.solutions
Henosis REP dashboard for fund-administrator BD teams
Who it's for

The whole service-provider buyer family

If your firm runs business development and account management against a book of alternative-asset clients, Henosis REP is built for you.

Fund administrators & fund accounting firms
Compliance & regulatory consultants
Fund tax & audit firms
IR / capital-introduction consultants
Third-party BD & placement agents
Fund-focused legal firms

See the full feature set, or compare it to the stack it replaces.

Explore the product See pricing What the AI does Are you a fund manager?
FAQ

Fund-administrator CRM, answered

What is the best CRM for fund administrators?
Henosis REP is purpose-built for fund administrators and the other service providers that sell into alternative-asset firms. Unlike general CRMs (built for generic sales) and fund-manager CRMs (built for GPs/LPs), the Henosis service-provider edition is built for the business-development and account-management teams at administration, accounting, audit, tax, compliance and IR firms, covering prospect → deal → proposal → e-signature → delivery → ongoing account management in one AI-native platform, typically replacing a 6–8 tool stack at 2–5× lower cost.
Is there a CRM built specifically for fund services firms rather than for fund managers?
Yes. Almost every CRM in the alternative-asset world is aimed at the fund managers themselves: GPs and LPs. Henosis REP’s service-provider edition is built for the opposite side: the firms that serve those managers. Each of your reps carries a book of 50–500 GP and fund-manager relationships and runs both outbound BD and warm account management; Henosis is designed for exactly that motion instead of being a generic sales CRM you have to bend to fit.
What does a CRM for fund administrators replace?
It replaces a stitched-together stack: a general CRM, a sales-engagement tool, a separate proposal tool, an e-signature tool, an email-marketing tool, and the automation glue between them. Henosis REP covers contacts and accounts, the deal pipeline, proposals with e-signature, delivery/project tracking, AI marketing and reporting in one system, usually 6–8 tools down to one, at materially lower cost.
How much does a CRM for fund administration firms cost?
Per user per month: Standard is $35 (including the AI Assistant), Professional is $65 (adds proposals, e-signature, AI marketing and lead discovery), and Enterprise is custom. Annual billing saves 15%, and there is a 14-day free trial of the full Professional tier. A typical small team running Henosis instead of an assembled stack lands around 2–5× cheaper.
Does it work for placement agents, capital-introduction consultants and fund-focused law firms?
Yes. They are all part of the same buyer family. Placement agents, third-party BD and cap-intro shops, fund-focused legal, and fund tax & audit firms all run a relationship-led BD and account-management motion against a book of alternative-asset clients and prospects. The service-provider edition is built for that whole set, not just administrators.
Can one system handle both new business development and ongoing client account management?
Yes. That is the core of the design: the same record carries a relationship from first prospect through proposal, e-signature and signed engagement into ongoing account management, with an AI assistant handling the logging, briefs and follow-up drafting so context does not get scattered across separate tools.
Is my client data secure and isolated?
Every tenant is fully isolated with row-level security, role-based access control, encryption, and complete audit trails by default, enforced at the database layer rather than bolted on. See the security page for architecture and the roadmap, including SOC 2.

Run your firm's BD on a CRM that gets it

Start a free trial, or book a walkthrough of prospect → proposal → e-sign → delivery → account management in one system.

Start free trial Book a walkthrough
For service providers to alt-asset firms 6–8 tools in one Tenant isolation & audit trails