CRM
Investors, customers and partners in one table.
- What the CRM is forOne table for the investors, customers and people your startup works with, each with its own stage, amount and next step.
- Add an investor, customer or contactPut someone in a CRM list, either a record already in your CRM or a new company, deal or person.
- Move a deal to the next stageDrag a card on the board, or change its Status, to move an investor or a customer to the next stage of your pipeline.
- Add a note and see a record's historyOpen a company, person or deal in the CRM to write notes, read everything that happened with them and edit their fields.
- Track investors and your raiseSee how much is committed and wired, set your raise target, and follow each investor's history in the CRM and the investor directory.
- Filter, sort and save a viewNarrow a CRM list with filters and a sort, choose its columns, and save the result as a view for you or the whole team.
- Add fields and stages to the CRMWorkspace admins can rename lists, add stages and fields, and pick their colours in the CRM settings.
- Send leads to your CRM with the APIMake an API key in your account settings so your website, Zapier, Make or your own code can add people to the CRM of one or more of your startups, hear about changes, or let Claude and Cursor use it.
- CRM API referenceEvery endpoint of the CRM API, what each key needs, the startup each request is for, the errors, and what a webhook posts.
- Import people or companies from a spreadsheetBring an investor list, a customer list or contacts into your CRM from a CSV file, check what will happen first, and undo it for 24 hours.
- Add a form to your websiteBuild a form with your own questions, see it as visitors will, then put it on your site or send its link. The people who send it go into a CRM list at the stage you pick, with their answers on them. No API key needed.