Best Fundraising CRM
for Founders
Use this simple CRM to raise venture capital and investments and manage donations. It’s the best tool for those who are looking for investors or building a network.
Why founders choose OnePageCRM
This simple CRM helps new founders build long-term relationships from scratch and find investors for their new ventures.
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 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.
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.
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.
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.
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.
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.
Mobile CRM for fundraising & investor relations
OnePageCRM works on any platform and any device.
Mobile CRM
Keep your investor list in your pocket. The free iOS and Android apps let you look up a contact, log a call, add a note, set a reminder, and more.
Route Planner
Plan a day of investor meetings with the free On the Road app. It puts your stops in the quickest order, shows how long each drive takes, and can call the next contact for you.
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.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
Apollo.ioSee every Apollo.io email inside your CRM.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
Fireflies.aiOpen Fireflies.ai meeting transcripts straight from the right CRM contact.
Google DriveEasily attach files from Google Drive to your CRM and keep them organized.
DropboxKeep all important files within the reach of your CRM.
ZapierConnect your CRM with thousands of apps and automate your work.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 businesses around the world.
100%
follow-up rate
“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 LynchPartner at L&J Tax“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.”
David GillmanCo-Founder at Predict Point+87%
success rate
“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.”
Brett DyasonCo-founder and CEO at Hepstar“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.”
Axel Girier-DufournierFounder at MOLKOI LLC“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 small business CRM systems are missing key parts. These guys nailed it.”
Lan MerrillDirector at Worship TechnologiesThe 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.
21-day free trial • No credit card required • Simple setup