What tools are you using to manage your search?

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March 24, 2020

by a searcher from University of New England in Perth WA, Australia

What tools are people using to manage contacts (ie CRMs for potential investors, targets)? Also tool(s) to manage communications with your investors? Thank you.

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Reply by a searcher
from University of California, Berkeley in New York, NY, USA
Hubspot for CRM to manage your search seems like overkill. there might be a lower tier but most Hubspot instances i think are like $30K.


Monday.com makes a ton more sense since it's freemium.

If you're doing a ton of cold outbound outreach and need a tool for automation, the hottest new tool for sales automation is called Clay.com. It's incredibly intuitive - basically a spreadsheet - and it has ChatGPT built-right-in, and lead-enrichment built right in. You can even have it webscrape websites at-scale.
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Reply by an admin
from Stanford University in Honolulu, HI, USA
HI, ^redacted‌: Here's a post on CRM for search: https://www.searchfunder.com/post/crm-for-the-search. Please see my comment which refers to other work on this topic. Warmly, ~ Karen
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