I have a very expensive investor list that a large college put together a year ago that has about 40k entries in.
There are groups of employees that work at each VC firm. They are all grouped together and clearly labeled with what their job is, what sector they serve, etc…
I want to get this into a CRM that allows me to search for certain sectors and then email them privately regarding potential business I may have with them.
Cost isn’t an issue per’se, not looking for a free solution, looking for the best solution!
File attachments or ways to display decks/business plans/etc
Attached media maybe
I’ve only ever used CRMs for doing mortgages and that was years ago.