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How do you track M&A deal flow without context slipping across deals?

Every time a 40-page CIM lands in your inbox, the clock starts. But the harder problem isn't analyzing one deal, it's keeping context across the 3 to 10 active opportunities you're juggling at once. You forget where a conversation stalled, and a broker follows up before you remember which business they represent.

Spreadsheets hold up until around deal 30, then nothing ties together. Salesforce is powerful but not built for deal flow; you spend weeks customizing objects for a system that still doesn't know what a CIM or an LOI is.

Curious what people here are actually using. Have you made a general CRM work for M&A pipeline tracking, or found something more specialized? How do you keep CIMs, financials, and broker conversations organized across concurrent deals?

submitted by /u/Easyprofitsniper_
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What happens after a prospect fill out the form on your entreprise plan?

Lead fills form, you emails three days later, books a call, demo happens, proposal goes out as a PDF, three weeks of email negotiation, legal reviews a contract in DocuSign, deal closes in the CRM, someone manually creates an invoice in another tool, payment eventually lands.

How long does it take? how many tools do you use? How many things usually fall thriught the cracks? Any data loss between handovers?

We built something that cuts this to one system. Happy to share if anyone is curious.

submitted by /u/kamhla
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Not everyone needs a huge CRM.

I built a Notion CRM for small agencies and consultants who want their sales workflow organized without feeling like they're setting up an entire enterprise system.

It keeps Deals, Companies, Contacts, and follow-ups connected, with views for active, won, and lost deals.

If you just want to try the deal side first, I also made the Deal Tracker available separately for free.

Would love to hear what you’d want in a simple CRM setup.

submitted by /u/eve9656
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What does it mean to have a good data foundation?

I feel like when prepping for a client call, the useful context is in email, a drive folder, someone's calendar, or in someone's head. The CRM sometimes has the record, not necessarily all of the important information or is linked in the right way.

How are you guys solving this today? I'm thinking about how AI agents can help with data compilation but AI Assistants need a good data model to build from. Are you running into this?

submitted by /u/JennySurfs
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Spaces Maintenance in NYC3, SFO2 and SFO3

Aug 25, 06:57 UTC
Completed - We are reaching out to inform you that the Spaces maintenance previously scheduled for 2026-08-26 05:30 UTC to 07:30 UTC in the NYC3, SFO2, and SFO3 regions has been cancelled.

We do not have a rescheduled date at this time. Once a new maintenance window is confirmed, we will send a follow-up notice to let you know. We apologize for any inconvenience this may cause and thank you for your patience.

If you have any questions or concerns, please reach out to us by opening a support ticket from your cloud support page: https://cloudsupport.digitalocean.com/s/createticket

Aug 24, 19:16 UTC
Scheduled - Start: 2026-08-26 05:30 UTC
End: 2026-08-26 07:30 UTC

During the above window, our Storage Engineering team will be performing maintenance on the Spaces service in the NYC3, SFO2, and SFO3 regions in order to improve performance and reliability.

Expected Impact:

This maintenance is designed to be low-impact. As infrastructure components are updated, you may experience brief network interruptions or momentary delays accessing your storage. Service will resume normal operation automatically, and no action is required on your part.

If you have any questions related to this issue, please send us a ticket from your cloud support page. https://cloudsupport.digitalocean.com/s/createticket

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Non-profit CRM with a Relationship-Focus

Hi all,

My org is looking for a new CRM that has strong relationship mapping abilities. We are a membership-based, nonpartisan, public-policy/leadership org and our CRM is most used for internal data tracking like meeting attendance, member engagement, and relationships between both individuals and company entities. Any suggestions appreciated!

submitted by /u/Particular-Bag-5239
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Cloud Control Panel and API

Aug 25, 19:04 UTC
Resolved - Our Engineering team has confirmed all services remain stable and we will now resolve this incident. Further details on root cause and mitigation will be provided in a postmortem via this status page for users interested in learning more.

Thank you for your patience throughout this incident. If you continue to experience any issues, please reach out to Support from within your account

Aug 25, 16:30 UTC
Update - Our Engineering team has continued to monitor the health of all services and has observed no recurrence of impact over the past 12+ hours. We will continue to monitor services for a short period to confirm stability before we mark this incident resolved. We understand the impact this incident had for DigitalOcean users and we will publish a postmortem on the status page to provide further details on root cause and mitigation.

Aug 25, 00:54 UTC
Monitoring - Our Engineering team has implemented mitigation measures to address the issue impacting the DigitalOcean public API and Cloud Control Panel. We are seeing improvements, and users should now be able to access the Cloud Control Panel and use the public API normally.

We are continuing to monitor the service to ensure it remains stable and will provide further updates as more information becomes available. We appreciate your patience and understanding.

Aug 24, 22:27 UTC
Investigating - Our Engineering team is investigating a recurrence of the issue impacting the DigitalOcean public API and Cloud Control Panel. This issue does not impact our data plane (i.e. running droplets).

Users may experience difficulties accessing the Cloud Control Panel, along with elevated latency and intermittent errors when accessing the public API or Cloud Control Plane.

We are actively investigating the issue and working to restore normal service. We will continue to provide updates as more information becomes available. We apologize for the inconvenience and appreciate your patience.

Aug 24, 19:14 UTC
Monitoring - Our Engineering team has implemented mitigation measures to address the issue affecting the DigitalOcean public API and Cloud Control Panel. We are seeing requests succeed, and users should now be able to access the Cloud Control Panel and issue/receive API requests normally.

We are currently monitoring the situation to ensure that the service has returned to normal operation and remains stable. We appreciate your patience and will provide an update once the issue is fully confirmed as resolved.

Aug 24, 18:33 UTC
Update - We are continuing to investigate the issue impacting the DigitalOcean public API and Cloud Control Panel. At this time, we are seeing some improvement in latency/error rates and some users may now be able to access the Cloud Control Panel.

Serverless Inference users may currently experience 403 and 503 errors when making API requests or accessing affected services.

We will continue to provide updates as more information becomes available. We apologize for the inconvenience and appreciate your patience.

Aug 24, 17:14 UTC
Investigating - Our Engineering team is investigating an issue impacting the DigitalOcean public API and Cloud Control Panel. At this time, users will see elevated 5xx errors for all API requests, including things like creates for various products. Users may also be unable to access cloud.digitalocean.com.

We are actively investigating the root cause and will provide updates as soon as more information becomes available.

We apologize for the inconvenience and appreciate your patience.

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