When a Mid-Sized PE Firm Buys a CRM and Everything Falls Apart: Dan's Story

https://signalscv.com/2026/01/10-top-private-equity-crm-options-for-2026/

Dan was a partner at a private equity firm managing roughly $750 million in assets under management. They had been operating off spreadsheets, a shared inbox, and a handful of stubbornly inconsistent notes for years