What apps do you use for tracking your deal pipeline?

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September 10, 2020

by a professional from Rice University - Jesse H. Jones Graduate School of Business in Houston, TX, USA

I have experience using Copper, but I'm curious to know what others use. Is your app a free or paid service?

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Reply by a searcher
from Warsaw School of Economics in Warsaw, Poland
We've been using Pipedrive for 2+ years now and have done quite a bit of research beforehand (from Excel to Salesforce) and are super happy - best cost vs. offering ratio and no technical problems. Also, it allows us to put in custom fields to deals (industry, source, website, website to internal storage on gdrive...). The CRM is as good as you make use of it and we put all of our notes/research on Pipedrive and it's always available fast (esp. through a great mobile app - so whenever a owner calls you you can look the company up quite fast). We also Pipedrive linked to Zapier, so it automates tasks like creating a folder for a Deal, moving the catalogue to Killed deals etc.

We looked into Hubspot, but while the basic is free we anticipated we would quickly run into a paying tier and then it just more expensive than Pipedrive. Hope this helps.


https://www.pipedrive.com/taf/nextlinesearchfund2720867 - from this link you'll get an extended 30-day trial - Also, this a very handy article on how to structure the funnel: redacted@federicowengi/how-to-do-dealflow-management-with-pipedrive-acf69c318853
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Reply by a searcher
from London Business School in São Paulo, State of São Paulo, Brazil
Hubspot is a great alternative because it has all features you need for basic dealflow control, plus it is free! Pipedrive also highly recommended however I don't see much advantages for paying when you can get almost everything for free with Hubspot. Another good paid alternative is Midaxo, which is 100% focused on M&A dealflows.
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