We are launching a venture fundraising round that is going to be significantly broader (aka way more conversations, people, contacts) than our previous rounds. Is their a good CRM platform we should use to keep track of people and the process? Personal experience most helpful!

I've worked with a couple of CRMs; if you are looking for a custom-like solution, I'd recommend Podio.

Salesforce has a lot of options, but tends to overwhelm folks who are not familiar with their tool.

If I didn't go with Podio, I'd choose HubSpot because of the integration with their other sales and marketing services. I don't know any other details about your venture, so it is hard to offer a tool that will grow with you.

I'm happy to discuss more and give you a more detailed answer. Just book a call and we can get rockin'

Answered 7 years ago

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