Would anyone like access to a Searcher-specific CRM platform?

March 01, 2023

by a searcher from Belmont University in Jacksonville, FL, USA

In putting together and optimizing my own processes, workflows, and sequences to find a deal, I had a thought...

"I wish there was a CRM platform that already had a lot of the scaffolding for these processes built-in."

To some degree, we are all doing similar things:

- reaching out to potential sellers

- staying in touch with trusted intermediaries

- tracking the status of our deals

- qualifying and disqualifying potential opportunities

It makes sense to me that something should exist that has templated building blocks for a lot of these tasks built in.

With that in mind, we started working on SearcherCRM ( https://www.searchercrm.com )

If this is something you all are interested, I'd really like to hear from you.

Let me know what you think would make it awesome. Let me know what you think will make it lame.

We're also opening an early access list for those of you what want to get notified of the latest updates.

Let me know what you think. Thanks!

Reply by a professional
from University of Canterbury in Houston, TX, USA

We use HubSpot's pipeline to (creating an a discrete instance for the search). It allows us and the client to track progress of the search and keeps a record of interactions with targets. It also integrates with both email and LinkedIn for outreach. It is also pennies on the dollar compared to M&A-specific outreach tools.

Reply by a searcher
from The University of Texas at Austin in Chicago, IL, USA

Love the idea. Purpose built CRMs for specific needs tend to work better than something built for a more general purpose. I just signed up for the early access and look forward to testing it.

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