Initially, there were two key areas in which Agave needed to implement an effective CRM system. As they were working with so many investors, they needed instant access to each individual’s data to understand where their deal stood and which actions needed to be taken.
On top of that, venture capital is a highly competitive industry to work in. The hiring process is rigorous, and it needs to be. Agave needed a system which could handle the data from hundreds of candidates that were at different stages of the application process.
Even though Agave have a medium-sized team of around 50 people, only two employees actually needed to implement a CRM. Naturally, they needed a system that would work within Gmail, which was the system in which they conducted the lionshare of their professional communication.