How a One-Line Comment About "Affinity" Changed How Our 12-Person PE Firm Picked Between Clienteer and Affinity

https://www.slideserve.com/eogernrhbu/how-private-equity-teams-escaped-excel-hell-alex-chen-s-week-that-changed-the-f

When a 12-Person PE Firm Chooses a CRM: My Second Fund's Wake-Up Call On a rainy Tuesday in Q3, I was sitting across from our junior partner watching him demo a shiny CRM before we committed