Any search funders have a good CRM?

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August 15, 2025

by a searcher from Vanderbilt University in Los Angeles, CA, USA


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Reply by a searcher
from University of Virginia in New York, NY, USA
I’ve been using ETA IQ which I like. Their CRM is fairly straightforward (which I prefer, because Hubspot had too many bells and whistles for me), but it’s their integrated financial model that’s been especially helpful.
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Reply by a searcher
in Morristown, NJ, USA
I second what ^redacted‌ said... ETA IQ (www.etaiq.com) has been great and I've been using them for my Search. The financial model they have baked into the platform has been really helpful to quickly screen deals. I also tried HubSpot. It’s a great platform if you're a marketer, but I found it took too many unnecessary clicks just to do something basic like log a contact, deal, etc.
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