CRMs & Office Tools

Automate everyday workflows using Preqin intelligence

Choose how you access Preqin data

Preqin plugins offer direct, pre-built integrations with the most popular CRM software. Visit the Partner Platforms tab to explore our broader ecosystem of CRM partnerships.

Discover Enterprise Data Solutions

Don't see your CRM listed?

Preqin is committed to making our comprehensive data available as widely as possible. Let us know the CRM you use or the providers you work with and our team can prioritize future partnerships or pre-built integrations. To register a CRM or the providers you work with, please reach out to your Preqin account manager or contact us via email at info@preqin.com.

Frequently asked questions

Which solution is compatible with CRMs built in-house?

If you are leveraging your in-house CRM solution, the Operational API or Feeds API can accommodate this based on your delivery preference.

Is all Preqin data available via the channel integrations listed above?

All our core data is available via our channel partner integrations. Get in touch with your account manager or submit the form above to learn more about the availability of our data.

What datasets are available with Preqin Enterprise Data Solutions?

Preqin data covers

67,000+

firms and

235,000+

funds across private equity, private credit, real estate, infrastructure, natural resources, and hedge funds. As well as private markets coverage, Preqin data includes deals & exit coverage as well as secondaries coverage. Explore our data coverage map for the full picture.

What happens to my existing data if I decide to integrate Preqin data into my systems?

Nothing. You will have full control of what happens to your data within your systems. Where duplicates might emerge, you will have the freedom to decide whether to overwrite the data or not.

How does Preqin support regulatory compliance and internal governance requirements for enterprise clients?

Preqin Enterprise Data Solutions are designed to align with the regulatory and internal governance requirements faced by institutional clients. Preqin provides transparency into data sources, methodologies, and update processes, supporting auditability, risk oversight, and compliance workflows, while allowing clients to integrate the data into their own controlled environments.

What security measures are in place to protect sensitive data accessed through Enterprise Data Solutions?

Preqin Enterprise Data Solutions use industry‑standard authentication and access controls to protect sensitive data. APIs support OAuth 2.0 standard flows as well as Basic Authentication (username/API key), with clients first requesting a Bearer token from a dedicated identity service before accessing data resources. This bifurcation ensures identity validation is handled separately from resource access, reducing risk and enforcing least‑privileged access.

How can we help you?

Preqin Pro

Access comprehensive private capital and hedge fund datasets and analytics tools.

Insights

Stay on top of the latest developments in private markets with exclusive industry reports, publications, and statistics.

Contact us

Let us know how we can help – we’re here to answer any questions you might have.