Can anyone recommend a CRM for managing dealflow?

intermediary profile

August 01, 2025

by an intermediary in Bristol, UK

We are looking for a CRM to manage our M & A and Capital Raise projects. Can anyone recommend a CRM for my M & A / Corporate Finance team please? please email redacted any recommendations would be greatly appreciated...
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commentor profile
Reply by a searcher
from Indiana University, Bloomington/Indianapolis in Washington, DC, USA
I use hubspot for traditional CRM but it can easily be used for deal flow. The free version works well for simple details and reminders.
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Reply by a searcher
in Maryland, USA
ClickUp or Airtable - for basic databases you build yourself, and for affordability PipeDrive - moderate level CRM with a bit more sophistication Hubspot - we use hubspot for our customers, it's a very advanced tool that needs a bit of set up, and overkill in my opinion for a self funded search. It gets very expensive, very quickly.
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