CRM for fundraising and searching phase

searcher profile

September 26, 2023

by a searcher from London School of Economics and Political Science, University of London in Wien, Österreich

Hi everyone,

I am looking to structure my fundraising process further and would like to transition to a CRM system (from my Notion table) to track the investor outreach of my partner and I. Ideally we want to use the same system when focusing 100% on finding a business to acquire. Does anyone have any recommendations?


Most important criteria would be:

1. Cost-effective (for 2 and 6 users)

2. Able to handle >10k contacts

3. Team usage (with up to 6 accounts)

4. Integration with Zapier or directly Apollo.io to integrate contact details

5. Ability to track leads across outreach pipeline.


I have already looked at Pipedrive but am very happy about alternative recommendations.

Thank you very much!

Best regards
Paul Szyszkowitz

3
12
190
Replies
12
commentor profile
Reply by a searcher
from California State University, Long Beach in Mexico City, CDMX, Mexico
Hubspot with the Sales Dashboard-I use it for almost all my capital raises as you can track where in the process each investor is at and it’s highly customizable
commentor profile
Reply by a searcher
from Portland State University in Seattle, WA, USA
I do! Feel free to come to a webinar where I discuss exactly this: https://us06web.zoom.us/meeting/register/b9OloCwmToOgTBfoMdh4Ig Otherwise feel free to contact me directly :)
commentor profile
+10 more replies.
Join the discussion