CRM Application for Search Fund

May 18, 2019
by a searcher from University of Pennsylvania - The Wharton School in Silicon Valley, CA, USA
Can anyone recommend a good CRM package for a search fund? Features needed are database with customizable fields, ability to post docs (pdf, Word and Excel docs) and a view that integrates with outbound email campaigns. Salesforce and other common CRM packages have way more functionality than needed, and I'm wondering whether there is a simpler and lower cost alternative..
from Stanford University in Honolulu, HI, USA
from The University of Adelaide in John Brantley Blvd, Morrisville, NC 27560, USA