Search Fund CRM Platforms

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October 18, 2024

by a searcher from Butler University in Arvada, CO, USA

Interested to hear what are people's go to CRM platform for managing their search effectively?

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Reply by a searcher
from Princeton University in United States
No first hand experience (yet) -- but Hubspot and Pipedrive appear to be the most popular choices. Hubspot has a free version that can handle pretty much everything you need to do in search. Pipedrive starts at $14 / month (I believe Searchfunder has a discount if you look). I've read some views that Pipedrive is more straightforward and user-friendly. Keep in mind that these platforms were built primarily as CRMs, so systems of record. They offer outbound sales capabilities (email cadences, dialers etc.), but those may not be best-in-class, so some people use other dedicated solutions for outbound that then feed back into the CRM via integrations.
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Reply by a searcher
from Ivey Business School at Western University in Toronto, ON, Canada
Pipedrive is cheap and easy to use. Personally I really only use the sales/opportunity pipeline function and there's a whole lot of bells and whistles I do not use. So I could probably use a free tool and get just as much use out of it.

One functionality I do really appreciate is if you sync your email to it, you can track all communication you have with stakeholders in the opportunity. This makes it really easy to re-familiarize yourself with the status of the opp without having to go back and forth to your email. Saves me a ton of time when I'm doing CRM cleanup (which is multiple times per week).
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