Search Fund CRM Platforms

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?
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?
from Princeton University in United States
from Ivey Business School at Western University in Toronto, ON, Canada
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).