Search Fund CRM Platforms

by a searcher from DePaul University

2 months ago

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

1 like
105 views
20 comments

professional from Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)

HubSpot. Good enough free option for starting, but as your pipeline grows, there are multiple options of consultants who can automate your specific needs.

1 month ago | like reply | 0 likes

searcher from University of Akron

I think it depends on your current tech stack - if you are using google for email/productivity apps then Copper is best for you. If you are using O365 for email and productivity apps then Pipedrive is your best option. There isn't a one solution for all, trust me, I've looked. Haha.

2 months ago | like reply | 0 likes

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