has built an excellent reputation for its myriad of marketing, sales, and CRM tools.
Hubspot's venture capital CRM helps investors and small businesses manage their finances and track their progress. It provides insight into how much capital is being raised, what stage of funding the company is in, and what milestones have been achieved. This information is useful for both investors and entrepreneurs, as it can help them make informed decisions about where to invest. Key Features:
One of Hubspot's CRM key features is the Customer Portal which allows venture capital investors to get information whenever they need it. By giving them a window into their company's operations, investors can solve problems on their own which builds transparency and trust.
Another great feature of this VC CRM is its ability to help track and manage your sales pipeline. This can be critical for any business, but especially venture-backed startups who often have a lot of moving parts and need to keep track of their progress (and potential investors) at all times. Hubspot's software makes it easy to see where each deal is in the pipeline and what needs to be done to move it forward.
Additionally, it can help Venture Capitalists track their customer relationships. By tracking interactions and keeping notes on customers, Hubspot makes it easy to build and maintain strong relationships.
Finally, Hubspot's reporting features are unmatched. This can be helpful for any business that needs to track its progress and performance over time, but is especially useful for venture-backed startups who often need to report their progress to investors.PROS
Has a generous pricing model, onboarding system, extended integration with other appsСONS
Does not cover investment life cycle, basic note-taking functionality, basic workflows