Which Crm Are You Using To Keep Track On Your Deals? Any Recommendations?

people:

searchers

investors

intermediaries

lenders

lawyers

accountants

consultants

insurance

tasks:

getting started

see job postings

share your PPM

see my deals

read interviews

browse posts:

africa

interview

deal sourcing

australia

self funded

getting funded

asia

networking

latin america

deal making

accounting and legal

getting started

women in search

europe

north america

corona

acquisitions

traditional

industry news

single sponsor

operating

case studies

bestof

tip for the week

08/13/2020 Redacted Redacted

London Business School Instituto Tecnológico Autónomo de México

WHICH CRM ARE YOU USING TO KEEP TRACK ON YOUR DEALS? ANY RECOMMENDATIONS?

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intermediary Virginia Polytechnic Institute and State University (Virginia Tech) The University of Akron - College of Business Administration & School of Accountancy University of Akron - 08/13/2020

Ive used HubSpot and really liked it. Right now we are using Agile and I like it as well.

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Case Western Reserve University Miami University of Ohio - 08/13/2020

SalesForce.com offers a small business essentials package starting at $25 a month per user. There are other options out there, like Zoho, or Hubspot which are fantastic alternatives. The free option is build your CRM in Excel. I find value in having your CRM integrate into your email to be a huge time saver. Let me know what you end up picking, I am evaluating CRMs for a search as well.

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searcher Massachusetts Institute of Technology - MIT Sloan School of Management Georgia Institute of Technology - 08/13/2020

If you type 'CRM' into the top search bar, this question has been asked a few times before. You may find something you are looking for in previous discussions.

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investor Washington and Lee University Washington and Lee University - Williams School of Commerce, Economics, and Politics - 08/13/2020

We've been using our SalesForce since[redacted]Great customer service and very useful system. Would recommend checking it out. It is more expensive than other options but if you can afford it it's worth the cost.

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Aalto University - School of Business Massachusetts Institute of Technology - 08/13/2020

Pipedrive

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James Madison University - 08/13/2020

I second Pipedrive - customizable and relatively affordable

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searcher Warsaw School of Economics Northwestern University - Kellogg School of Management - 08/14/2020

We use Pipedrive as well - here’s a link that gives you an extended 30 day trial https://www.pipedrive.com/taf/nextlinesearchfund2720867 Here’s a great post showing how to set it up for VC (

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searcher Dartmouth College - Tuck School of Business at Dartmouth Columbia University University of Mumbai - 08/13/2020

I use Zoho - free for a single user - I'm happy with it.

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searcher Yale University - School of Management - 08/13/2020

outreach.io is wonderful with managing mass email campaigns and is good enough as a lightweight CRM

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searcher HEC School of Management, Paris University of Sheffield - 08/13/2020

I am using Hubspot

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searcher University of North Texas - 08/13/2020

Basecamp

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professional Harvard University - Harvard Business School Georgia Institute of Technology - 08/14/2020

streak.com

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admin Stanford University - Graduate School of Business Massachusetts Institute of Technology Harvard University - 08/14/2020

In addition to the great guidance here, please see:

* ^[redacted]‌'s survey: https://www.linkedin.com/pulse/searcher-crm-survey-results-joe-steigman/,

* ^[redacted]‌'s post on email for crm campaigns: https://www.searchfunder.com/post/whats-been-your-experience-w-gmail-outlook-etc-for-crm-campaigns
* ^[redacted]‌'s post on searchertools.com: https://www.searchfunder.com/post/best-tools-for-your-search-searchertoolscom

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searcher Harvard University - Harvard Business School Boston College - 08/14/2020

Thanks ^[redacted]‌!

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investor Loras College - 08/14/2020

Pipedrive. Simple and easy to use.

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- 08/14/2020

I just use www.Notion.so its customizable and makes up for a good wiki if you will hire more people to help with the fund.

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searcher University of Pennsylvania - The Wharton School - 08/14/2020

We've looked at both salesforce.com and Hubspot. For current users of either, I would be interested in hearing pros/cons

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searcher New York University - Leonard N. Stern School of Business State University of New York at Binghamton - 08/14/2020

We are pretty happy with Pipedrive. The user interface is great and its easy to navigate/customize.

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investor Stanford University - Graduate School of Business Pontificia Universidad Catolica de Chile - 08/15/2020

I've used SugarCRM for quite a bit. Works really well.

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Harvard University - Harvard Business School Princeton University - 08/16/2020

We are very happy with Nutshell for a very light, low-cost CRM that covers 90% of what we need.

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searcher Duke University Bates College University of Oxford - 08/17/2020

ZoHo

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investor University of Notre Dame - 08/20/2020

We use Altvia which is a PE focused overlay on top of Salesforce - probably overkill for most searchers but we have been very pleased

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searcher Insper Instituto de Ensino e Pesquisa University of St. Gallen - 08/20/2020

We used INSIGHTLY, it was simple and very easy to use. Cheap as well. In my experience the tool is as good as the use you make of it, so you’ll most likely be ok with any of the usual suspects.

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