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Best Fundraising CRM for Founders

OnePageCRM is a powerful CRM for raising venture capital and investments. It's the best tool for those who are looking for investors or building a network. Create your own investor database and build strong relationships!

features

Why founders choose OnePageCRM

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your investors and clients and sort by urgency.
simple crm
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.
task management
Proactive approach
Put your sales strategy into action, make the best of every investment opportunity, and build long-lasting business relationships.

How fundraising works with OnePageCRM

OnePageCRM helps nurture strong business relationships with clients and investors and explore growth opportunities for your newly founded business.
Follow-up Reminders

Follow up on every opportunity

OnePageCRM is the only action-focused CRM in the world.

It is a simple contact database with an in-built dynamic to-do list. Add tasks and reminders next to any contact in your database. You'll never forget to follow up with a potential investor or a new client and will always be at the top of your fundraising game.
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prioritized list of tasks
pipeline stages in CRM
interactive pipeline

Visualize your fundraising progress

You probably have a lot of investors to reach out to. Some of your reaching out will be successful while other is doomed to fail.

With OnePageCRM's interactive pipeline, you can easily move opportunities between stages and see where your fundraising process might have bottlenecks.
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web scraping tool

Capture contact details from any web page

Use our free browser extension to automatically recognize contact details on any web page (including social media) and create new contacts in your CRM in just one click.

This will help you build your investor database much faster without the need for manual copy-pasting.
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lead capture

What founders say about OnePageCRM

OnePageCRM is one of the best CRM tools for founders. It’s simple sales CRM and is used by small bussinesses around the world.

all client info on one page
simple investor management

Keep every interaction recorded

While being busy with reaching out and building connections with external stakeholders, investors, and new clients—rest assured, OnePageCRM will keep your data safe.

All communication is safely stored on individual Contact pages: all of your meeting notes, email threads, invoices, any other PDF files, and agreement details.
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crm automation

Free your time for building relationships

There are simple automation tools that will help you forget about some routine tasks.

Create step-by-step processes for different types of contacts: investors and clients. Add these workflows to contacts in just a click.

Trigger automatic emails to any contact once their Status changes or after you add a call note.

With OnePageCRM, doing business is free of unnecessary complications.
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CRM automation

Mobile CRM for fundraising & investor relations

OnePageCRM works on any platform and any device.
mobile crm
email
Emails
Send and log emails directly from your mobile CRM.
notes
Notes
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top leads at your fingertips with our Speed Dialer.
priority
Starred Contacts
Star your VIP contacts to easily call them straight from your CRM.
crm email integration
Powerful email sync

Get all important emails in one place

Send and receive emails to potential investors and clients without leaving your CRM.

OnePageCRM has a smart sync with your email inbox. We'll store only business-related communication inside your CRM from or to contacts in your database—no personal information will slip away.

You can also track email opens, send bulk emails, create free email templates, and much more.
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Connect OnePageCRM to your favorite apps

OnePageCRM is a perfect tool for raising funds and growing your newly founded business. This CRM integrates with several apps to make sure that you have everything you need.
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OnePageCRM is the top-rated CRM for founders

L&J Tax is a team of experienced tax advisors to entrepreneurs, their businesses, and their families. L&J Tax supports their clients by providing practical solutions to complex issues and end-to-end project implementation.

L&J Tax is one of those companies that put their clients at the heart of everything they do. For them, it’s important to empathize with clients, understand where they are coming from, and find the best solution to their problems.

“I’m not a particularly techy person so I don’t need a CRM system, like some of the others, that would make you tea. I just need something that does what I need it to do. And that’s it.”

Laura Lynch
Laura Lynch

Partner at L&J Tax

Key features of the fundraising CRM

crm with tasks and reminders
Follow-up reminders
Proactively manage business relationships with clients and investors.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to run your new business on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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The fundraising CRM you’ve been looking for

The CRM that is built with founders in mind. It makes your follow-up process easy, proactively tackle every opportunity, and build long-term relationships. Simple and action-focused.
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No credit card required • 21-day free trial
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