Best Fundraising CRM for Founders in 2025

Why founders choose OnePageCRM

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.

Simplicity & zero admin

Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.

Proactive approach

Put your sales strategy into action, make the best of every investment opportunity, and build long-lasting business relationships.

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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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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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.

Brett Dyason Co-founder and CEO at Hepstar

OnePageCRM has really been a fantastic tool for our team. It’s been simple to use, provides reminders, tracks our constant communications, and allows us to monitor deal values really easily. We can highly recommend its services to other B2B-focused tech companies.

Axel Girier-Dufournier Founder at MOLKOI LLC

We mostly use OnePageCRM as a relationship building tool. Of course, we sell with it but even our leads and prospects can feel that we are focused on getting to know them as individuals. I think that makes all the difference.

David Gillman Co-Founder at Predict Point

Follow up makes the sale — eventually. It might not happen right away, but sending consistent personal messages to my long-term leads is what keeps me in their minds. I’m not talking about generic emails, though. Your prospects will see right through it. I use OnePageCRM for scheduling those long-term follow-ups, and it prompts me to either give them a call or send a short personalized message.

Lan Merrill Director at Worship Technologies

OnePageCRM is just super clean and deceivingly simple, but with a lot of horsepower under the hood. Fabulous system. Just about all of the other startup CRM systems are missing key parts. These guys nailed it.

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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Mobile CRM for fundraising & investor relations

OnePageCRM works on any platform and any device.

Emails

Send and log emails directly from your mobile CRM.

Notes

Use voice-to-text notes to save notes in your CRM.

Speed Dialer

Keep top leads at your fingertips with our Speed Dialer.

Starred Contacts

Star your VIP contacts to easily call them straight from your CRM.

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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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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

Partner at L&J Tax

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Key features of the fundraising CRM

Follow-up reminders

Proactively manage business relationships with clients and investors.

Simple interface

We keep it simple. No need to pay for hundreds of features you’ll never need.

Multiple mobile apps

Use OnePageCRM’s mobile apps to run your new business on the go.

Top customer support

We are here to support your business growth and help you make the most of your CRM.

21-day free trial

No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.

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

See OnePageCRM in action

Earn with OnePageCRM

Best Fundraising CRM for Founders

OnePageCRM is the #1 CRM for fundraising

Why founders choose OnePageCRM

Best CRM for fundraising