CRM\Opportunity management for Dealflow

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January 14, 2023

by a searcher from University of Otago in London, UK

What are you all using to manage and track deal flow? Looking for something to manage our opportunities and manage the details of deal flow. We'd also like a way to be able to track outreach campaigns.

Thanks in advance

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Reply by a searcher
from Norwich University in Maryland, USA
Salesforce is a good tool. There are many versions, there is a small business one for $25/user/month https://www.salesforce.com/solutions/small-business-solutions/overview/
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Reply by a searcher
from The University of Chicago in Washington, DC, USA
Streak - they've added a number of features over last year or two
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