What's Your Go-To Tool for Tracking Acquisition Deals? CRM vs. Spreadsheets

by a searcher

2 weeks ago

Do you prefer a dedicated CRM like HubSpot or Zoho, or stick with trusty Excel for simplicity?

I am considering using Zoho to track my deal flow.

What tools do you use?

#AcquisitionEntrepreneur #CRM #DealTracking #MergersAndAcquisitions #EntrepreneurJourney #ProductivityHacks #BizOps

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19 comments

professional from University of Cambridge

HubSpot and pipe drive are both very good. HubSpot has a small issue with distinguishing between advisors with businesses and direct origination.

1 week ago | like reply | 0 likes

searcher from Northwestern University - Kellogg School of Management

Pipedrive is just much easier to run with and use. Don't love it for sending mass emails but great to track deals and manage contacts

2 weeks ago | like reply | 1 like

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