The Best big-name CRM pared down for SMB Searchers
Tool Highlights
- Purpose: CRM for Search
- Setup: Fairly intuitive; plenty of how to guides out there
- Price Range: $
Overview
When you’re running a self-funded or traditional search, managing outreach, tracking deals, and staying organized is everything. HubSpot CRM is one of the best tools for searchers who need an easy-to-use, scalable, and affordable CRM to keep their pipeline moving.
Unlike clunky enterprise CRMs, HubSpot is built for efficiency, letting you focus on finding and closing deals instead of fighting with your software.
Why Use HubSpot CRM?
Most CRMs are either too basic (Google Sheets) or too complex (Salesforce). HubSpot hits the sweet spot by offering:
✅ Free to start – The basic CRM is 100% free, with premium features available if needed.
✅ Automated deal tracking – Track every seller, broker, and deal in a visual pipeline.
✅ Email & Outreach Integration – Syncs with Gmail & Outlook, letting you track emails automatically.
✅ Simple but powerful – No need for IT support—it’s searcher-friendly and easy to set up.
Who Should Use HubSpot CRM?
If you’re:
✔️ A self-funded searcher managing direct outreach & broker relationships
✔️ A traditional searcher tracking multiple deal conversations at once
✔️ A roll-up operator consolidating leads from multiple acquisitions
✔️ A search fund investor who needs clear visibility into deal flow
…then HubSpot is one of the best CRMs for your search.
What HubSpot Helps With
🔹 Managing Outreach – Keep track of seller conversations, follow-ups, and deal status.
🔹 Automating Follow-Ups – Set reminders, schedule emails, and track engagement.
🔹 Organizing Deal Flow – Use a drag-and-drop pipeline to see where every deal stands.
🔹 Streamlining Due Diligence – Store key documents, notes, and next steps in one place.
Why It’s Worth It
Search is all about relationships—and losing track of deals or missing follow-ups can cost you opportunities. HubSpot keeps your pipeline organized, automates tedious tasks, and helps you stay on top of every conversation without overcomplicating things.
Testimonials
🔭 looking for some; have you used it in your search? Reach out to us
Mentioned in these Acquirer Stories
➕ always adding more; when someone mentions them, we'll get it added here
Members only special offer 🤑
Nothing just yet; working to see what we can get for our Inner Circle members!
