Question
We are launching a venture fundraising round that is going to be significantly broader (aka way more conversations, people, contacts) than our previous rounds. Is their a good CRM platform we should use to keep track of people and the process? Personal experience most helpful!
Answer
Honestly I like NationBuilder. It gives you many options to customize both customer facing and the back end. It also integrates with many other SaaS products. If you would like, shoot me an email and we can talk in more detail to make sure you guys understand your options. I have worked with nonprofits and other organizations that fund raise in the past.