What Crm Systems Would You Suggest Using For Your Search Fund?

01/02/2019 Redacted Redacted

searcher College of William and Mary University of Kentucky

WHAT CRM SYSTEMS WOULD YOU SUGGEST USING FOR YOUR SEARCH FUND?

28 likes 357 views 21 comments

admin Stanford University - Graduate School of Business Massachusetts Institute of Technology Harvard University - 01/02/2019

Happy New Year, Doug. I think you'll find some really good information here: https://www.searchfunder.com/article/viewarticle/3097. ~ Karen

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searcher Columbia University - Columbia Business School Dartmouth College - 01/03/2019

Thanks for posting the link, but I'm getting "Cannot find this article". Can you repost? Thanks!

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searcher Massachusetts Institute of Technology - MIT Sloan School of Management Georgia Institute of Technology - 01/03/2019

Sorry ^[redacted]‌ The poster of that article restricted access to only searchers. You can declare yourself a searcher by going to 'my searchfund' under 'searchfunds' on the top bar.

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investor King's College London, University of London - 05/24/2019

Hi @markyuan - why would you restrict articles to some members only - isn't the idea of the SF industry where investor and searchers all bring experience to the table to better continue the life of SMEs through value based acquisition and growth? Anyways - I'm unable to change my profile to searcher - under Searchfunds on the top bar I only see my searchers, search fund map, and search fund list...pls advise.

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searcher Massachusetts Institute of Technology - MIT Sloan School of Management Georgia Institute of Technology - 05/24/2019

Hi ^[redacted]‌, that is certainly the idea and 99% of the posts are public. But we also have groups for closed discussion such as people specifically operating certain companies or school discussion groups. Investors can sometimes be pretty intimidating , so we want to provide a place where ideas can be fleshed out before approaching investors

If you think you have the wrong role, we can see if changing your role to searcher makes the most sense. Just shoot me a private message.

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investor King's College London, University of London - 05/25/2019

No at the moment I’m definitely only an investor but I thought using CRMs for my various investment leads, helping searchers with targets, and non SF deals would be a handy tool too. At the moment I use trello to track everything.

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intermediary Dartmouth College - Tuck School of Business at Dartmouth Harvard University - 01/04/2019

I evaluated 20 or so CRM tools, and landed on Pipeline Deals. I couldn't run my business without it. You can click here for more info: https://mbsy.co/fTt9 . Any questions, happy to answer them. (CEO is a great guy to boot.)

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searcher Duke University - The Fuqua School of Business University of North Carolina at Chapel Hill North Carolina Agricultural and Technical State University University of Michigan - Ann Arbor - 01/05/2019

zoho has done everything we need and much cheaper than SF

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searcher University of Pennsylvania - The Wharton School - 01/07/2019

Second the opinion on Zoho. It's my software of choice - has a ton of useful features and only costs $12/month

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searcher Warsaw School of Economics Fundação Getulio Vargas, São Paulo - Escola de Administração de Empresas de São Paulo Queen's University - 01/07/2019

Pipedrive is great - we've been using it for 1,5 years now, after review of many CRMs and we're very happy: https://www.pipedrive.com/taf/nextlinesearchfund2720867 - from this link you'll get an extended 30-day trial

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searcher University of New Hampshire - 01/07/2019

I've tried a few and found Zoho to be pretty good as well. It's easy to customize, and very affordable.

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searcher London Business School - 01/08/2019

After using Pipedrive for 6 months and paying for the subscription, I realised Hubspot in its free version to be more effective to support my need.

As a side comment, I use the CRM to manage random contacts and conversations with owners and brokers. While I manage my deal flow and any other structured activity (outbound mailing) by Excel.

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searcher IMD Universidade Federal do Rio Grande do Sul - 01/08/2019

Pipedrive + Mixmax. Good integration if you use both. Good luck!

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searcher University of Worcester - 01/15/2019

I love using the paid version of Streak. We have a team of 10+ people using this at any one time and it's really simple and easy to use. We are communicating with a high volume of leads (500 per week) and it works great.

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intermediary Hamilton College ESADE - ESADE Business School Babson College - F.W. Olin Graduate School Babson College - 05/24/2019

Hubspot free CRM with a paid seat for hubspot sales. As a search fund, you can apply for "hubspot for startups" and qualify for 90% off all hubspot products for the first year.

https://www.hubspot.com/startups

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- 05/25/2019

I also use Streak for Gmail (also works with G Suite). It's fairly easy to set up and update.

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investor Westminster College of Salt Lake City - 05/26/2019

Is there a purpose built CRM for a searcher?

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searcher Harvard University - Harvard Business School - 05/28/2019

Used hubspot (not the free version, the most basic paid version) and was extremely useful

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searcher London Business School - 08/14/2019

HubSpot free

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professional - 08/14/2019

I think Copper (formerly Prosperworks) is fantastic. I've also used Salesforce, Hubspot and other niche CRMs but think Copper is best.

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- 08/15/2019

I've historically used Navatar, which is a system built on Salesforce, which has worked well. The free options here are interesting -- frankly, though, a well organized Excel workbook probably works reasonably well for a search fund (looking for one company to buy).

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