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ClickUp as Private Equity CRM: Terrible Idea or Practical Short-Term Fix?

https://wiki-square.win/index.php/Case_Study:_How_a_$350M_Private_Equity_Firm_Replaced_Its_Patchwork_CRM_with_Salesforce_and_Cut_the_Fundraising_Cycle_by_40%25

Why private equity teams keep reaching for project tools instead of a true CRM Private equity firms face a simple pressure: track deals, contacts, and portfolio activity without adding friction

Submitted on 2026-02-13 23:11:19

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