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.
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