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