Investor CRM (Google Sheets)

Track conversations with potential investors across Airtable and Google Sheets. 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 (Google Sheets) 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 Google Sheets

Click the button below to open the template then go to 'File' and click 'Make a Copy'.

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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