Which CRM are you using to keep track on your deals? Any recommendations?

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August 13, 2020

by a searcher from London Business School in London, UK

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Reply by an admin
from Stanford University in Honolulu, HI, USA
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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Reply by a searcher
from Warsaw School of Economics in Warsaw, Poland
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 (redacted@federicowengi/how-to-do-dealflow-management-with-pipedrive-acf69c318853) but works very similar for search funds as well.
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