finally solved my CRM problems - and the answer is Google

This will sound like I'm shilling, but I have zero affiliation wiht the product. I just LOVE it. I had been struggling to find a good and easy-to-use CRM for the purpose of PE fundraising. I tried Hubspot, Salesforce, etc. They are all too much. Too many functions. I just need a quick way to send personalized emails to people. So after struggling to find a good CRM for a long time I've solved the problem. The best thing is to use Google Sheets in Chrome, and then add the Mail Merge extension. You have to pay $30 for a lifestime license, but it's well worth it. It helps for mass mailing people, which is great for fundraising, or for your job hunt, etc. It allows for personalization of emails. And because it's Google Sheets it functions like Excel, which I love. In fact, you can cut and past from Excel into Google Sheets. I now have a separate Excel for each city I might travel to for fundraising. The ability to have different sheets saved - each tailored for what I need it to do - saves me a lot of time, which in a proper CRM I'd have to segregate in a complex way. Hope this helps you guys.