CRM & Pipeline Setup

searcher profile

August 03, 2020

by a searcher from INSEAD in Vancouver, BC, Canada

Hi Everyone, I am in the process of setting up my CRM for the search. We have decided to go with Pipedrive.

I would love to chat with anyone who has been using Pipedrive to run their search. Specifically, it would be really helpful to discuss the initial setup in terms of the data and fields that you have found to be the most important to track. Also, any thoughts on the most helpful integrations would be very much appreciated.

Thanks in advance!

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commentor profile
Reply by a searcher
from Warsaw School of Economics in Warsaw, Poland
I found this useful (from VC world, but a lot applies): redacted@federicowengi/how-to-do-dealflow-management-with-pipedrive-acf69c318853
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Reply by an investor
from Aalto University in Helsinki, Finland
Dustin, we are using Pipedrive for our CRM- please ping Mikko. at redacted and he can give you more details
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