What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?
David Teten VC
NOVEMBER 18, 2021
If you keep all your relationships in one place, then you’ll need to use tags or another identifier to isolate the folks that really matter to you. Ideally the system should be smart enough to auto-update, e.g., we scan a business card, and the system knows that we already have the person in my database, but he or she just changed jobs.
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