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Fiverr Pro
Português
$
USD
James Conner
@jamesconner731
Folk CRM Setup for Fundraising and Investor Relations
Reino Unido
Inglês
Sobre mim
I help startup founders and small investment teams organize investor relationships and fundraising activity in Folk CRM. I configure contact and company records, investor pipelines, custom fields, saved views, and follow-up tracking around the way your team works.
The goal is to make introductions, outreach, meetings, and next steps easier to monitor without turning your CRM into a complicated database. I start by understanding your process, build and test the agreed structure, and provide a clear handover walkthrough.
Share your current workflow, and I'll help you plan a practical CRM setup.
Habilidades
James Conner
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Gerenciamento de CRM
I will implement folk CRM for investor relations and fundraising operations
Gerenciamento de CRM
I will set up folk CRM for venture capital deal flow and portfolio tracking
