Portfolio Monitoring vs Deal Sourcing CRM: Keep Them Together or Split Them?

https://smoothdecorator.com/fixing-excel-hell-how-private-equity-firms-stop-losing-relationship-intelligence-in-partner-inboxes-with-microsoft-dynamics/

You're running a fund or managing a portfolio and you keep getting the same sales pitch: one CRM to rule them all. Vendors promise tidy workflows, a single truth, and instant insights. Reality is different