Investor CRM
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
.png)
Setup
1
Click the button below to open the template then find a button in the top left to copy.
Open template
.svg)
2
Click the button below to open the template then go to 'File' and click 'Make a Copy'.
Open template
.svg)
3
Sync with Whalesync
Now the fun part! Use Whalesync to connect these two templates and build your app.
Get started free
Discover more
Related template packs
.png)
-(1).png)
-(1).png)
Microsoft Dynamics 365 Sales
Track your Microsoft Dynamics accounts, contacts and more from Airtable
Read post
-(1).png)
.png)
.png)
.svg){kind=icon}
Start syncing in minutes
