CRM/CMS

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August 15, 2022

by a searcher in Galena, IL 61036, USA

What's the best CRM/CMS software that people have used for deal flow and tracking? We have some we've used for other tracking purposes within some of our businesses but I haven't found the perfect platform for the deal portion of things.

TIA!

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Reply by a searcher
from California State Polytechnic University in San Diego, CA, USA
Hubspot for sure, the price is right (free) and one of my favorite parts is the app that can link people calling you to the deal/contact in hubspot. So when 1 of the many deals calls me, I know who it is and all the deal info is right there! I don't know how people keep organized without!
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Reply by a searcher
from University of Southern California in 1 World Way, Los Angeles, CA 90045, USA
I wouldn't over complicate things. I was using an airtable/monday.com to manage this work. You could also build it into your CRM (i used hubspot) and again its not difficult. Number one rule here is dont over think it just move
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