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How to pick the right CRM when your private equity firm runs eight different fund vehicles

https://www.bookmarkingtraffic.win/how-to-migrate-relationship-data-from-excel-to-affinity-without-losing-history

Short answer: the "best" product is the one that understands funds as first-class entities, not an afterthought

Submitted on 2026-02-13 23:06:18

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