Curious to hear what other's use for tracking deals, either as it plops on the team's desk or as you move through it.
We're using excel right now, and its painful to track. Any software focused on this?
Thanks.
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Check out smartsheets. We used this in our past to track potential acquisitions but its essentially google sheets on steroids.
Taking a look now, looks promising.
Appreciate it!
I 2nd smartsheets. That's what we used at my old shop.
Dealpath is a good option.
Is it or is this a troll post for them?
Given I'm a certified user I'll let you be the judge.
I second dealpath, but just another CRM to learn. I'm not sure what is wrong with excel.
Does hoping I just get a call from the broker asking "are you guys submitting today?" count?
Dealpath is really good but currently using Monday.com which isn't bad either and apparently stupid cheap in comparison.
Monday.com is the bomb
Asana has worked pretty well for us.
AtlasX is a great pipeline tool
Did 69 deals this week for $420B
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