We tried working with many CRM systems, and we know the main hurdles of them. Number 1 is getting people to use it, Number 2 is actually filling them up and updating them correctly.
No matter if SalesForce, Streak CRM, SugarCRM, Zoho, RelateIQ, etc. - the challenges are mostly similar.
So we decided to do something about it. Why not auto-fill your CRM system with people who've shown interest? Why not use their social accounts data to pre-fill the CRM with the correct personal details already? It would be messy not to do so.
That is why we support all major CRM systems with the help of Zapier. Whenever a lead signs up on your landing page, we take his Facebook, LinkedIn or AngelList account data, and push it into your CRM system - automatically.
Now you won't have to worry about filling it up, and you can focus on going out and hunting investors, leads and prospects. Then when the time is ripe, go over the leads in your CRM of choice with your team.
A super-effective method, saving your time and focusing on the main part of a pitch - the pitch itself, instead of data-entry.
Henrik Zillmer, Founder of Airhelp, a Y Combinator Company - @henrikzillmer
"Keeping track of over hundred investors while building a financial startup would never have been possible without pitchXO."-- Torben Pedersen, Co-Founder Capital Aid