Time to change up your Tech Stack for M&A?

by a searcher from University of Alberta

1 week ago

I have noticed a few interesting products evolve over the past several months and was looking to change up a few things?

CRM / Email Distributions  - what the best for small M&A shops?  So much integrates easily with Hubspot but it seems like overkill - any other suggestions?

LinkedIn Sales Navigator - anyone have experience with FinalScout or LinkedCRM as scraper overlays to LinkedIn ? Very Interesting.

Optionality.ai also looks like something that could be big###-###-#### They are building out Growth & Exit Roadmaps, Acquirer & Target Lists, Teaser Generator,  and a CIM Generator.   Know of anything similar?

3 likes
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19 comments

searcher from University of North Carolina at Wilmington

this is a repeat of what i posted in another thread but relevant for this as well. I use FileMaker Pro for managing deal flow and built a custom CRM in an afternoon tailored to my funnel and the typical deal calculations I use. It integrates with my tools like a web scraper to import listings and automates outreach to brokers, including my buyer profile and deal insights. I’ve also added an AI assistant with ChatGPT to summarize metrics, create “why I’d buy” scenarios, and draft emails for brokers. Though I’ve only used this for a dozen deals this year, I appreciate FileMaker’s flexibility for customization. For most, established CRMs like Zoho, Monday, or HubSpot might be more efficient, but for those who enjoy customizing, FileMaker Pro is excellent.

1 day ago | like reply | 0 likes

searcher from Ivey Business School at Western University

Hubspot and pipedive have been good CRMs

2 days ago | like reply | 0 likes

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