What's Your Go-To Tool for Tracking Acquisition Deals? CRM vs. Spreadsheets

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by a searcher
in London, UK

1yr ago

What's Your Go-To Tool for Tracking Acquisition Deals? CRM vs. Spreadsheets

Do you prefer a dedicated CRM like HubSpot or Zoho, or stick with trusty Excel for simplicity?

I am considering using Zoho to track my deal flow.

What tools do you use?

#AcquisitionEntrepreneur #CRM #DealTracking #MergersAndAcquisitions #EntrepreneurJourney #ProductivityHacks #BizOps

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reply by a searcher 1yr ago
from Princeton University in United States

Hubspot (free) and Pipedrive (paid) are two of the top recommendations among searchers on here. Then layer an email outreach program on top via integration (and send via own domain). But if spreadsheets work best for you personally, go for that. People get too hung up on making the choice when it's more about sheer volume of work (not specific CRM). None of these options have the silver bullet

reply by a searcher 1yr ago
from Babson College in United States

Had the same decision to make a few months back. Tried PipeDrive…it was ok. Went with HubSpot after getting a massive discount courtesy of SearchFunder. Have a search through the historic posts here - like 70% off for the robust enterprise edition.