Core pick
Apollo.io
B2B contact database, sequences, dialer
Best for: B2B sales teams, founders doing outbound
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Sales & prospecting
Pipedrive
Pipeline CRM for small sales teams.
Best for: SMB sales teams
Group playbook
Pinnacle Wealth Advisory
our capital advisory firm in Dubai
How Pipedrive fits at Pinnacle Wealth Advisory
A capital raise lives or dies on who you can reach in the first two weeks. The partners used to build target lists by hand from memory and old spreadsheets.
- The mandate brief becomes a search: sector, cheque size, region. Pipedrive (pipeline CRM for small sales teams) builds the first list in an afternoon.
- Every contact goes into the group CRM with the mandate tag, so two partners never pitch the same family office.
- Replies, silences and bounces come back as a pipeline, and the Monday call runs off that pipeline instead of a feeling.
What changed: The first two weeks of a raise are now a list and a schedule, not a scramble.
Lesson: Write the ideal investor down before you search for them. The tool is only as good as the brief.
Group playbook: how this job is set up across the Adnan Feroz Group companies. The method, not measured results.
Where it fits (2 industries)
Mortgage brokers: Pipeline by bank and stage
Every application tracked by bank and stage.
Watch out: Keep stage names matching each bank's process.
Real estate brokerages: Pipeline
Simple deal pipeline agents actually update.
Watch out: Agree stage names across the team.
Compare: Pipedrive or Lemlist
Other sales & prospecting tools
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