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!
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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.
If you want something that is incredibly simple you could use a tool like Asana to create a kanban board and keep all your notes in the 'ticket'. I use Asana for tracking active deals. It is also good for sharing with other team members and their basic product is free.