CRM Software Recs

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In addition to accessing the most active online network of business buyers, Searchfunder licenses research that is simply not cost effective for individuals. Access over 15,000 industry reports and 50,000 transaction financials. You also get monthly credits for contact information for your company sourcing campaign with the option to purchase more at drastically discounted rates. Searchfunder has pre-purchased access from these data providers in order to empower individual buyers and to help searchers level the playing field versus private equity.

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by a searcher from The University of Michigan - Stephen M. Ross School of Business
in Dallas, TX, USA

5yrs ago

CRM Software Recs

Good Evening,

I'm sure this is a duplicate question, however I have found it a little challenging to navigate the message boards.

I will be launching my self-funded search this May and am seeking recommendations for an effective CRM software.

Does anyone have strong feelings for or against a certain company, program or approach?

I appreciate the advice!
Mike

3 Likes

497 Views

reply by a searcher 5yrs ago
from Carson in Temecula, CA, USA

HubSpot hands down - you get meeting links - email marketing - integration with your email - calling - templates for outreach - pipeline management - document management - mobile app for when your on the road - oh and its $45 a month for the starter version and you get 24/7 chat and email support which is worldclass

reply by a searcher 5yrs ago
from Northwestern University in Indianapolis, IN, USA

Spent a lot of time evaluating the different CRM systems. My two cents: If you are looking to email directly from the CRM, be thoughtful about how it gets delivered (e.g. some CRMs are tagged as spam, others require you to download pictures in order to review the message) and how that could be perceived by your recipients / target audience.