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jamesconner731

James Conner

@jamesconner731

Folk CRM Setup for Fundraising and Investor Relations

United Kingdom
English
About me
I help startup founders and small investment teams organize investor relationships and fundraising activity in Folk CRM. I configure contact and company records, investor pipelines, custom fields, saved views, and follow-up tracking around the way your team works. The goal is to make introductions, outreach, meetings, and next steps easier to monitor without turning your CRM into a complicated database. I start by understanding your process, build and test the agreed structure, and provide a clear handover walkthrough. Share your current workflow, and I'll help you plan a practical CRM setup.... Read more

Skills

j
jamesconner731
James Conner
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will implement folk CRM for investor relations and fundraising operations
From$90 / projectMore details
CRM Management
I will set up folk CRM for venture capital deal flow and portfolio tracking
From$90 / projectMore details