Best tool/CRM to manage omni-channel sourcing and M&A pipeline?
November 03, 2020
by a searcher in Charlottesville, VA, USA
November 03, 2020
by a searcher in Charlottesville, VA, USA
from Stanford University in Honolulu, HI, USA
* ^redacted's post: https://www.searchfunder.com/post/which-crm-are-you-using-to-keep-track-on-your-deals-any-recommendations
* ^redacted's survey: https://www.linkedin.com/pulse/searcher-crm-survey-results-joe-steigman/,
* ^redacted's post on email for crm campaigns: https://www.searchfunder.com/post/whats-been-your-experience-w-gmail-outlook-etc-for-crm-campaigns
* ^redacted's post on searchertools.com: https://www.searchfunder.com/post/best-tools-for-your-search-searchertoolscom
from Texas A&M University in Dallas, TX, USA
I opted to go with HubSpot as a CRM to manage my interns and PersistIQ to manage my email campaign. I have been very pleased with each. Hubspot is free if you are just using their standard CRM and not opting for their marketing or sales tools. Persist has had great customer service and worked with me to build a price point that worked (self funded searcher). They also continue to innovate and provide value. I can't recommend them enough.