Hi all, I'm at the early stage of my search and have read that the use of CRM tool is important when conducting a search. I have not used a CRM tool in the past, so the tool is quite new to me. I visited the website of Zoho to get smarter on the topic, but I have not yet realized why the tool is so important for the search. May I ask you for what type of tasks you use a CRM tool in your search, and what CRM tools you recommend (keeping the cost into account as well)? Is there a time-efficient way to get savvy on how to use the CRM tool? Thanks for your feedback!
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.
433 views
25 comments
Sign in to see all replies.
Create an account.