Kategorien durchsuchen
Entdecken
Fiverr Pro
Deutsch
$
USD
James Conner
@jamesconner731
Folk CRM Setup for Fundraising and Investor Relations
Großbritannien
Englisch
Über mich
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.
Kompetenzen
James Conner
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will implement folk CRM for investor relations and fundraising operations
CRM-Management
I will set up folk CRM for venture capital deal flow and portfolio tracking
