A CRM built for early-stage startups managing investor outreach, beta users, and product feedback loops in Taskade.
What's Included
- Lead Pipeline: Stages from Cold Lead to Paying Customer
- Investor Tracker: Contact details, meeting notes, and term sheet status
- Feedback Board: Categorized product feedback linked to user profiles
- AI Agent: Prioritizes leads by engagement score and drafts outreach emails
How To Use
- Clone this template and add your first contacts
- Track investor conversations in Table view
- Use the AI agent to score and prioritize leads
- Set up automation triggers for follow-up reminders
- Share feedback boards with your team via workspace sharing
Browse more startup tools in the Community Gallery.