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Investor CRM

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How to create an Investor CRM App?​

Are you an investor looking to collect applications and manage your CRM effortlessly?

With TableSprint, it’s easier than ever!

Follow these three steps to get started:​

    1. Download the Investor CRM Template
    1. Customize it: Remove demo data and adjust the form fields to fit your needs
    1. Share the link: Start receiving applications instantly!

🚀 Key Features:​

    1. Email Integration: Communicate internally and directly with startups and companies within the platform.
    1. Pipeline Management: Track progress using intuitive charts and Kanban views
    1. Streamlined Organization: Shortlist startups and expand the CRM to store agreements, MIS reports, and contracts—all in one place

Simplify your investment process with TableSprint and stay organized from application to agreement!

If you need any help on using this App in terms of customization, extension, or any other query. Fill the query form below and we will reach out.