Pipedrive

Pipedrive overview for Funds

Pipedrive is a sales-oriented CRM widely used Venture Capital firms and Private equity firms too. It is specifically designed with a Sales focus (and boasts that it can increase deal closure by an average of 28%).

While this remains to be seen for VC and PE firms Pipedrive offers other great features like hundreds of integrations, automation tools and even some nifty tracking features so you can keep an eye on your teams output.

Pipedrive is a great choice for those that need room to grow but be warned it does not offer the same bredth of functionality as the Salesforce and Hubsots.

Key Features

• Deal kanban board
• inbuilt lead generator
• inbuilt automation
• has some marketing capabilities built in e.g. forms and marketing email
• integrates with calendar and email