CRM for Search - A Practical Guide

Are you navigating the self-funded search journey and feeling overwhelmed by all the moving pieces? Staying organized is critical to making steady progress — and a CRM can help you do just that. Join us for a free, practical webinar where you’ll learn how to use a CRM to bring structure and clarity to your search. Whether you’re just starting out or in the thick of conversations with sellers and brokers, this session will give you actionable tips to stay on top of your process. In this session, we’ll cover: - Why organization is key for self-funded searchers - Overview of CRM platforms (free and paid) and how to choose one - How to think about structuring your CRM for maximum efficiency - Live demo: Setting up and organizing your search using a free CRM tool By the end of this webinar, you’ll have a clear understanding of how to get started and a simple framework you can apply right away to keep your search focused and moving forward. Who should attend: Self-funded searchers and aspiring business buyers looking for practical tools to stay organized and make their search more productive.