A customer relationship management (CRM) system is a software application that helps businesses manage their relationships with customers. It can track customer interactions, manage customer data, and automate marketing and sales processes. For investors, a CRM can be a valuable tool for managing relationships with potential and current investors.
A good CRM for investors will help you keep track of your investors’ contact information, investment history, and communication history. It can also help you manage your fundraising efforts, track your progress towards your fundraising goals, and generate reports on your investor activity. Using a CRM can help you improve your investor relationships, increase your fundraising success, and save you time and money.