Investor CRM (Notion)
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
Setup
How to setup the Investor CRM (Notion) template
1
Copy Airtable
Click the button below to open the template then find a button in the top left to copy.
Open template
2
Copy Notion
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.
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