What is the best CRM to support proprietary search?

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October 04, 2021

by a searcher from IESE Business School in Valencia, Spain

Fellow searchers,

I'm currently implementing Pipedrive and Lemlist to structure my proprietary search activity and looking to connect with other searchers to share best practices to set up these tools (and/or other tools) efficiently to best manage the workflow/dealflow .

Please drop me a PM to connect!

Best,

Pierre
Sillage Transmission

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commentor profile
Reply by a searcher
from University of Cambridge in London, UK
Hi Pierre, I'm still fundraising, so not yet fully launched BUT I did use Pipedrive for 4 years with my previous start-up business. I found it really intuitive and with a great suite of functions/integrations.
For my search I'm also exploring LemList for cold marketing, also integrates with PhantomBuster for LinkedIn.
For task management, Notion and Trello are both good, I'd probably suggest the former.
Hope this helps.
Best,
Will
commentor profile
Reply by a searcher
from Carleton University in Calgary, AB, Canada
Pipedrive is a great tool. The ways in which I've used the tool are as follows: CRM + Contact Classification (label) for easy filtering, tracking statistics (calls, activities, notes, etc.), sending mass targeted email campaigns, and pipeline tracking by deal stage.

I use Mailshake as an email outreach campaign tool (nothing special), but easily integrates with Pipedrive on the backend. Hope this helps.
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