Investment Sales CRM
Any recommendations on good CRMs for Investment Sales? Driving myself crazy managing a database in excel.
Any recommendations on good CRMs for Investment Sales? Driving myself crazy managing a database in excel.
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Hi IveyChimp, hope I can help. Do any of these links cover what you're looking for:
More suggestions...
You're welcome.
I like salesforce the most but also haven't tried any in recent years so there may be a IS specific one out there. Im on the debt side. I think we pay like $50/mo/user but there's only a few of us
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