Your network is your greatest asset when it comes to VC and there are few tools as adept at tracking, organizing, and enriching your network as Attio. Add in that you can also track your deal flow and portfolio in the same place and it becomes the perfect tool for any relationship-based business - including VC.
We're currently working on getting more people into the alpha program but if you sign up to the list I'll be sure to get you in as soon as possible.
I have used Salesforce, Pipedrive and Hubspot extensively and think that Hubspot is the best as it starts with a decent free tier and you can plug in extra components like the Sales Hub and Marketing Hub to get a proper feel for it.
Salesforce is excellent but really expensive, and Pipedrive was good, but felt a little light compared to the scale of Hubspot, particularly the ability to track emails from G-Suite and connect them directly to the CRM. It is worth trying it out for free for 14 days.
Other solutions here include Airtable which is more manual but allows you to create something more bespoke, and you can look to connect to Zapier down the line too.
We use Affinity, and the email / calendar scraping tool is phenomenal, and certainly saves our team a lot of manual work / updating, however, the interface / web application is slow and there is a lot of latency in its response time.
I find that we completely underutilize it as a CRM, and my hunch is that it's because of it's poor performance on a moment-to-moment basis, not because it's lacking any features. For example, we use the table-view often, but it's nearly impossible to navigate it fluidly without some frustration, so we often end up back in normal spreadsheets when manipulating any of our CRM data - which essentially defeats the purpose.
Pipedrive is amazing for small venture firms, another idea i can provide you is building custom CRM with the help of Airtable
Isn't the answer almost always excel sheets? I feel that when you are small, things change so fast that the only way for a software to keep up is to give you a blank template.
Notion / Airtable if you are feeling really fancy. But honestly if your relationship management or sales fails at a small team --> it's never going to be about the tool :)
All about the process & systems you set up!
Affinity is solid but the API for integration with other systems is pretty limited and analytics are sorely lacking. If you're used to being able to run reports in SFDC based on event timestamps, you'll be sorely disappointed. But, for basic pipeline tracking it's good. The calendar and email integrations are helpful to make sure stuff doesn't drop.
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