When R and Inbox Chaos Sink CRM Evaluations at US PE Firms - and What to Do About It

https://dailyiowan.com/2026/02/03/5-best-private-equity-crm-for-us-in-2026/

Managing directors and operations leads at US private equity firms are in a familiar, ugly loop: a candidate CRM is scoped, analysts export data to CSV, someone runs a set of R scripts, screenshots and caveats travel back and forth in an email