CRM/DEAL FLOW

searcher profile

September 25, 2022

by a searcher from New York University - Leonard N. Stern School of Business in West Palm Beach, FL, USA

Hey Everyone,
I am doing some research on the best CRM platforms for Search Funds. Looking for the top 5. I want to know what are the most important features searchers are looking for out of a CRM and what features they wish some of these platforms could develop.


2
12
172
Replies
12
commentor profile
Reply by a searcher
from California State Polytechnic University in San Diego, CA, USA
Hubspot all the way (free version). Download the app on your phone and it will bring up the contact and the deal when the broker or seller calls and I don't remember who it is because you've sent a million inquiries. Also, definitely get the email add in so it tracks all conversations with certain brokers, companies, and/or deals.
commentor profile
Reply by an investor
from Hamilton College in Port Orange, FL, USA
Proponent for Monday.com here. Lots of capabilities you can utilize post-closing as an operator and it's highly customizable across a wide variety of applications. It is however not the most cost-efficient option.
commentor profile
+10 more replies.
Join the discussion