Fundraising CRM

 What is it

  • With this template you can manage your fundraising efforts.
  • Fundraising CRM template is designed to help organizations track and manage their fundraising activities. It includes contact information, fundraising stage, size, likelihood of getting the money etc. It is a nice way to track who might be investing and where they are in the funnel.

Why use it

  • Track every conversation you have with potential investors and manage which stage they are in, so that you don’t miss an opportunity and follow-up properly.

How to use it

  •  Identify your target and customize the template
Fundraising CRM2
Fundraising CRM3

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