Can anyone recommend a good CRM package for a search fund? Features needed are database with customizable fields, ability to post docs (pdf, Word and Excel docs) and a view that integrates with outbound email campaigns. Salesforce and other common CRM packages have way more functionality than needed, and I'm wondering whether there is a simpler and lower cost alternative..
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
639 views
41 comments
Sign in to see all replies.
Create an account.