Best CRM & Deal Mgmt. Tool?
Just curious if anyone has a good CRM? We specialize in Private Credit Investing, PE Secondaries, and Direct VC Primary Investing.
I did demos of Affinity and 4degrees and thought they were decent but I'm wondering if there is better out there.
I just need something simple to store contacts and have it automatically update from Outlook as well as a good Kanban board for tracking deals. I liked that Affinity automatically updates companies data from CrunchBase material.
Thanks!
Have you heard of DealCloud? We got a few demos recently and it looks great. My firm doesn't currently use it so I can't speak to it in detail, but it's effectively an all-in-one contact management / deal management / planning tool. We have disparate tools for all of these functions and DealCloud seemed to bring it all together nicely. May be worth checking out
Thanks! I did a demo of their product a while back and unfortunately they don't allow you to really customize it without their involvement.
We demo'd all of three and found Deal Cloud to be the best option. We were able to customize it enough for our needs.
A lot of these tools are surprisingly pricey. Pipedrive is like 30 bucks a month and does the same thing as all of these which are way more in price but aren't "optimized" for PE.
Perhaps, but I've always found the "you get what you pay for" mantra to hold plenty of truth.
I generally agree with your sentiment, but customizing a cloud database to PE is effectively just price discrimination.
Aperiam et dolore adipisci quia. Consequatur doloremque quasi est commodi provident et architecto. Tempore provident qui ratione voluptatem occaecati nostrum odio.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...