CRM integrations
CRM integrations
I am managing my list of investors via a CRM, as I think do many startups (or at least they should). Having to manage the list of email addresses on reportedly as a separate task is seriously sub-optimal and introduces a big opportunity for mistakes / errors / etc. Ideally you would create simple integrations to a set of popular CRMs (we use Insightly, previously used Vtiger), though a Zapier would also work.
