For 2026, private equity firms have solid CRM options like DealCloud,...

https://chloesultimateperspectives.quantlynix.com/posts/salesforce-for-private-equity-what-you-get-out-of-the-box-and-what-you-do-not

For 2026, private equity firms have solid CRM options like DealCloud, Salesforce, and Affinity. DealCloud offers deal-centric workflows tailored for PE teams, while Salesforce provides flexible customization to fit unique processes