Hi everyone, looking at CRM options for a PE focused on small/mid cap market. Any experiences? Good value for money options? We are currently mainly focused on automating comms for proprietary sourcing and managing intermediaries but other elements (fundraising, reporting) would be great benefits too. Need to balance costs and functionality (would start with a cheaper option and then upgrade over time?). Thanks for sharing your insights!

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Posting as :
works at
You are currently posting as works at

Dealcloud>Salesforce

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Excel? J/K

Hubspot

Another vote for dealcloud

Dealcloud

Hubspot

What’s the per desk cost of DealCloud?

Check out 4degrees

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