Why ClickUp Deal Pipeline Tracking Often Misses What a Real Private Equity CRM Delivers

https://smoothdecorator.com/how-relationship-intelligence-solved-a-private-equity-firms-salesforce-mess/

7 Ways ClickUp's Deal Pipeline Falls Short for Private Equity Workflows If you run deals for a private equity firm, the promise of a flexible tool like ClickUp feels tempting: one system to track tasks, notes, and pipeline stages