Is it possible to use Pipedrive for investment brokerage?
The process is much the same as real estate. The main thing is for me to be able to assign interested investors to a deal, although I haven't found a straightforward way to do it. Ideally, I would match several investors with a suitable deal, based on the investors' preferences and the deal features (value, type of company, etc.). Thanks for any advice offered
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,330edited June 2022 #2
This sounds a lot like a match-making marketplace. It is usually the case in recruitment where the recruiters are trying to fill a position and there are multiple candidates interviewing for this position. The same candidate may also be interviewing for other positions. We can use Pipedrive for this, but not without bending over backward. I wrote an article to describe my framework for CRM selection: https://medium.com/amitsarda/how-to-select-the-right-crm-for-your-business-8dcc73391c8c
If it doesn't quite work out with an off-the-shelf solution, you can always develop one using nocode platforms like Glide or Noloco.
If you have any other questions or need further help, please don't hesitate to reach out.