Why automated capital account statements matter - and why the CRM you bought sat unused

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

That moment changed everything. We spent six figures on a CRM that promised a single source of truth, slick dashboards, and "instant" partner statements. The reality: partners ignored it, called our back office, and kept spreadsheets alive