What CRM systems would you suggest using for your search fund?

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January 02, 2019

by a searcher from College of William and Mary in Williamsburg, VA, USA

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Reply by a searcher
from Princeton University in Washington, DC, USA
I've used Salesforce in the past, though the added burden of the system can outweigh the benefits depending on your goals. Salesforce is great if you are hoping for substantial analytics and reporting functionality and are willing to invest time into records maintenance. I would agree that a well organized spreadsheet should do the trick for tracking purposes.
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Reply by a searcher
from London Business School
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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