How are you using Pipedrive to track deal flow and funding?

by a searcher from Indiana State University

4 years ago

I'm looking at Pipedrive to track deal flow, but I'm curious how others are also using it to track funding specific to deals that are under contract?

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3 comments

searcher from Saint Mary's University

Any reason in particular why you want to use Pipedrive? It's good but a lot like all other CRMs (Hubspot for example).

4 years ago | like reply | 0 likes

searcher from Columbia University - Columbia Business School

I just started using Pipedrive to track my outreach and connections with other searchers, investors, service providers etc. I am by no means an expert, but I've used the pipeline feature to setup multiple funnels based on the type of goal that I want to accomplish. For example, the "lawyer" funnel has each law firm I am talking to as a deal and has steps like 1) Outreach, 2) Initial Diligence, 3) Reference Check, etc. It's a pretty good tool!

4 years ago | like reply | 1 like

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