Seeking to upgrade my CRM to handle greatly increased deal flow.
What CRM's do people like for deal flow?
Need ability to mass import contacts, create custom sales funnels, track closure rates and segment by deal.
Integrated email, texting and phone calls.
Bonus is ability to integrate a sharable data room for each deal.
Suggestions?
Thanks!
Sven
Not a big SalesForce fan.
Love TeamWave for it's easy customization.
Best CRM for acquisitions?
![](https://55550cf88fb9105859d2-ecc273435fde99d2e690dfef78341117.ssl.cf5.rackcdn.com/img/defaultprofile.png)
by a searcher
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
84 views
7 comments
Sign in to see all replies.
Create an account.