Can anyone recommend a CRM for managing dealflow?

intermediary profile

August 01, 2025

by an intermediary in Bristol, UK

We are looking for a CRM to manage our M & A and Capital Raise projects. Can anyone recommend a CRM for my M & A / Corporate Finance team please? please email redacted any recommendations would be greatly appreciated...
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Reply by a searcher
from Indiana University, Bloomington/Indianapolis in Washington, DC, USA
I use hubspot for traditional CRM but it can easily be used for deal flow. The free version works well for simple details and reminders.
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Reply by a searcher
from New York University in San Diego, CA, USA
Really, any CRM will do. However here's my recommendations: 1. Hubspot- if you use corporate ERP systems 2. Click-up- if you want maximum flexibility without building everything from scratch (what I mostly use) 3. Airtable- if you know exactly what you want and you're ready to build it from scratch (endless possibilities) Happy to hop on a call and show you how I build them for maximum automation and efficiency: https://cal.com/jedmorris/sunsetai-discovery-call
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