Investor CRM
Track conversations with potential investors across Airtable and Notion. This template pack was created from the CRM we used for our last round of funding.
How to setup
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Setup
1
Click the button below to open the template then find a button in the top left to copy.
Open template
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2
Click the button below to open the template then find a button in the top right to duplicate.
Open template
3
Sync with Whalesync
Now the fun part! Use Whalesync to connect these two templates and build your app.
Get started free
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Connect your tools in minutes
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