List of Caruso CRM Customers
Auckland, 1010,
New Zealand
Since 2010, our global team of researchers has been studying Caruso CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Caruso CRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Caruso CRM for CRM and Investor Relationship Management include: Begroup New Zealand, a New Zealand based Healthcare organisation with 250 employees and revenues of $30.0 million, Alpha First New Zealand, a New Zealand based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Marquette Investment, a Australia based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Caruso CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Caruso CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alpha First New Zealand | Banking and Financial Services | 10 | $3M | New Zealand | Caruso | Caruso CRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Alpha First New Zealand implemented Caruso CRM to consolidate private credit operations onto a single platform. The deployment used the CRM, Investor Portal and Investor Onboarding modules from Caruso CRM within the CRM and Investor Relationship Management category, centralizing offers and investor records to remove Excel-driven workflows and automate distribution calculations. The implementation was scoped to Alpha First's New Zealand operations and focused on the end-to-end investor lifecycle from onboarding through distributions and investor communications. The platform created a single source of truth for offer data and investor profiles across the firm.
Configuration emphasized a centralized data model and workflow automation consistent with CRM and Investor Relationship Management applications, with structured investor data capture, onboarding orchestration and automated distribution calculation workflows replacing spreadsheet processes. Operational coverage included investor relations, middle-office distribution processing and client support, and governance was updated to standardize offer recordkeeping and investor communication workflows. The rollout reduced support queries, improved investor communications and established consolidated investor data for offers, onboarding and distributions.
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Begroup New Zealand | Healthcare | 250 | $30M | New Zealand | Caruso | Caruso CRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, BeGroup New Zealand deployed Caruso CRM to centralise investor information and streamline fund operations for its retirement-living funds. The deployment established a CRM and Investor Relationship Management capability focused on investor record consolidation, secure document access, and compliance task automation. BeGroup implemented the solution to support investor relations and capital-raising activities across its New Zealand operations.
Caruso CRM was configured using vendor-stated modules including Investor Management and Compliance and Task Management, and an investor portal that provides investors with 24/7 access to documents. The Investor Management module centralized contact, holding and profile data, while Compliance and Task Management automated scheduling, assignment and tracking of regulatory and fund-level tasks. The investor portal enabled secure distribution of statements and fund documents, supporting self-service access.
Operational coverage targeted fund operations, investor relations, compliance teams and capital-raising functions within BeGroup New Zealand. The implementation centralized investor records into a single repository and introduced role-based access controls and workflow orchestration consistent with CRM and Investor Relationship Management patterns. No system integrator was specified and no third-party integrations were documented in the source case study.
According to vendor statements the deployment reduced administrative overhead and strengthened capital-raising confidence in New Zealand. Governance changes included standardized compliance workflows and explicit task ownership to improve accountability across fund administration.
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Marquette Investment | Construction and Real Estate | 10 | $1M | Australia | Caruso | Caruso CRM | CRM and Investor Relationship Management | 2023 | n/a |
In 2023, Marquette Investment implemented Caruso CRM to unify investor communications, automate distributions and provide an investor portal for self service across its Australian property funds. The deployment targeted CRM and Investor Relationship Management use cases to centralize investor lifecycle activities and reduce manual processing in fund operations.
The Caruso CRM implementation used the Investor Portal, Investor Onboarding and Compliance modules. Configuration focused on provisioning a self service investor portal, automating onboarding and compliance workflows, and instrumenting distribution automation within the Caruso CRM application to support investor communications and transaction orchestration.
Operational coverage included investor relations, fund operations and compliance for Marquette Investment's Australian property funds, embedding the Caruso CRM platform into day to day investor servicing and distribution processes. The project aligned CRM and investor lifecycle management capabilities to create a single source for investor records and communication workflows.
Governance shifted toward automated onboarding and compliance controls, with process restructuring to support portal driven self service and scheduled distributions. The move delivered faster distributions, reduced manual work and a better investor experience in the region as reported by the organization.
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