Hi Everyone —
I’m curious about the different tools that everyone uses to keep organized, generate leads etc. Particularly interested in any no-code solutions or Zapier type automations that folks find interesting
At Bridgeway we use the following tools:
- CRM / Deal Tracker: 4Degrees // This syncs to your email and populates follow up items relatively automatically. It lacks a meaningful phone integration to track outbound calls. We’re looking at using OpenPhone and a Zapier connection to bridge the divide here.
- SharePoint: Information Database
- Deal / Company Information: PitchBook
Mark
Technology Stack for Searchfunds / Holding Cos
by a searcher from Tufts University
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.
* best tools for your search https://www.searchfunder.com/post/best-tools-for-your-search-searchertoolscom
* Survey: search Databases: https://www.searchfunder.com/post/survey-search-databases
* BEST TOOL/CRM TO MANAGE OMNI-CHANNEL SOURCING AND M&A PIPELINE?: https://www.searchfunder.com/post/best-toolcrm-to-manage-omni-channel-sourcing-and-ma-pipeline