--- description: Review of Sourcescrub Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Sourcescrub | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Sourcescrub](/software/192106/sourcescrub) # Sourcescrub Canonical: https://www.softwareadvice.co.uk/software/192106/sourcescrub Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/192106/sourcescrub?page=2) > SourceScrub is an investment management software designed to help businesses analyze key metrics including the number of employees, leadership team members and website traffic to connect with privately held companies. The platform enables administrators to capture the contact information of relevant personnel and receive alerts on events and announcements related to prospects. Managers can gain insights into buyer’s guides, investor portfolios, conference lists and other data dimensions to find similar organizations. SourceScrub allows teams to group and organize prospects based on sectors, portfolios and competitors using the tagging functionality. Additionally, operators can filter and map competitors according to verticals, growth rates and sizes. SourceScrub offers an application programming interface (API), which lets businesses integrate the system with several third-party applications including Salesforce, Sugar CRM, DealCloud and Affinity. Pricing is available on request and support is extended via guides and webinars. > > Verdict: Rated **4.8/5** by 20 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 20 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: SourceScrub ## Commercial Context - **Pricing Details**: Please contact SourceScrub directly for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Benchmarking - Client Management - Client Portal - Customizable Fields - Data Import/Export - Data Visualisation - Email Reminders - Financial Analysis - For Investment Advisors - For Investors & Traders - Fund Management - Investments Tracking - Monitoring - Portfolio Management - Real-Time Reporting - Reminders ## Integrations (4 total) - Affinity Payroll - DealCloud - Microsoft Dynamic 365 CRM (JourneyTEAM - Reseller) - SugarCRM ## Support Options - Email/Help Desk - Knowledge Base ## Category - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) ## Related Categories - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) - [Market Research Software](https://www.softwareadvice.co.uk/directory/4222/market-research/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews) 3. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews) 4. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews) 5. [DealCheck](https://www.softwareadvice.co.uk/software/224233/dealcheck) — 4.8/5 (38 reviews) ## Reviews ### "Best tool for identifying potential investment opportunities" — 5.0/5 > **Sean** | *30 April 2021* | Venture Capital & Private Equity | Recommendation rating: 10.0/10 > > **Pros**: The best platform available for company and executive contact research/identification with highly reliable and accurate data that integrates with leading CRM platforms. > > **Cons**: Not the cheapest game in town, but worth the investment if using on a regular basis. > > SourceScrub has allowed my firm to take a more efficient approach to identify and contact leading companies that appear to be attractive investment opportunities based on company data and information available on the platform. Successfully leveraged the platform to identify and establish contact with a company that we ultimately invested in ~6 months after initial point of contact. ----- ### "Easy to use, efficient product" — 5.0/5 > **Gabe** | *7 November 2022* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Better than any other tool out there for sourcing bootstrapped businesses > > **Cons**: Can appear to have a clunky, dated UI/UX; sometimes data is off primarily given pulls from other sites > > Very positive, endless database of companies ----- ### "Essential tool for increasing proprietary dealflow" — 4.0/5 > **Samuel** | *8 March 2023* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: SS aggregates and organizes key data points about prospective investments for us to comb through. The volume and quality of this information is high quality and hard to find using alternatives. > > **Cons**: Some of the UI is a little outdated, however I contacted support about a couple changes I'd like to see implemented and they took the feedback and changed some things. Great to see they are in-touch with their users. ----- ### "Source Scrub: Easy to use, wealth of information" — 5.0/5 > **Michelle** | *13 September 2023* | Capital Markets | Recommendation rating: 9.0/10 > > **Pros**: The boolean search feature, along with list saving and tagging are all great functionalities that create an efficient process. > > **Cons**: We still receive a lot of bounced emails. SS makes the process fairly simply in getting these corrected, but it requires revisiting the same contacts a second time. > > The SS platform is user friendly and chalk full of valuable data and information. Customer service with our account reps has been great. They worked with me as I was launching my business to ensure I had the resources I needed without going over budget. I absolutely recommend SS for a valuable user experience. ----- ### "Great Product, Great Team" — 5.0/5 > **Patrick** | *7 March 2023* | Venture Capital & Private Equity | Recommendation rating: 9.0/10 > > **Pros**: Efficiency gains. Saved a ton of time for my team while they were prospecting. > > **Cons**: Nothing current. Very satisfied with the product. They have been very receptive to feedback over the years. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/192106/sourcescrub?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/192106/sourcescrub) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data