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Dealflow CRM Template

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Dealflow CRM Template
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Deal-flow CRM template from Stackby will help you visualize your whole deal-flow pipeline and automate your deal-flow workflows. You can store, organize and manage all the deal-flow data in one place and ensure complete coordination within your team, similar to how our fundraising CRM helps organizations manage their donor relationships efficiently.

What is a Deal Flow CRM?

Deal flow is often defined as the quantity and quality potential investments available to an investor, firm, or funding institution. The process of managing deal flows more effectively is known as deal flow management. A deal flow CRM template ensures that you do not miss any lucrative opportunity that can change your business forever. For investors tracking multiple opportunities, combining this with an investment tracker can provide comprehensive portfolio oversight.

Overview of Stackby's Deal Flow CRM Template

Bring all data in one place

The Deals table in our deal-flow CRM template enables you to store all the data regarding upcoming and current investment deals such as:

  • deal name
  • website
  • company
  • pitch
  • priority (high, medium, low)
  • status (diligence, contact, pass, invested)
  • current funding (angel, seed, etc.)
  • description of the deal
  • sector/industry
  • location
  • meeting time and date
  • deal raised on date
  • money raised
  • post valuation
  • revenue
  • run rate
  • company size
  • team
  • sources, etc.

Manage information about companies

Manage all the details of companies in one place such as name of the company, deal name, sources, contacts of a company, etc. This comprehensive company data management works seamlessly with our competitor analysis template for deeper market insights.

Easy access to company contacts and sources

You can store all the details of company contacts like their names, position in the company, email, interactions and so on in the Company Contacts table. Similarly, the Sources table will store data related to the sources of a company such as their name, company, phone, email, contacts, deals, etc. For organizations managing complex contact databases, our real estate CRM offers similar contact management capabilities for property-focused businesses.

Ensure no gaps in communications

The Interactions table helps you ensure synchronized communications with a contact across all channels like phone, email etc. You can keep track of interactions with different contacts and store the details of the interactions as notes for further communication. Consider complementing this with a call log template to maintain detailed records of all phone interactions.

Manage teams

Last, but not least, there is a Teams table that helps you manage which team member is leading which deal and how many deals are being handled by every team member. For comprehensive team coordination, you might also benefit from our project resource management template.

Other features of our deal-flow CRM template:

Startup pitch form

Send this form to startups who contact you for investment purposes and add all their data automatically to the deal-flow stack. You can customize the form and change its appearance, add a logo etc. based on your requirements. Similar form customization capabilities are available in our customer support form template.

Filter deals by status

Our deal-flow CRM template includes a Status kanban view that filters all deals based on their status such as diligence, contact, invested, pass, etc. This visual pipeline management approach mirrors the methodology used in our applicant tracking system for hiring processes.

Filter deals by priority

Find which deal is important and which is not using our Priorities kanban view. Ensure better decision-making with Stackby's deal-flow CRM. For additional priority management frameworks, consider using our Eisenhower Matrix template alongside your deal flow management.

Who can use Stackby's deal-flow tracker template?

Stackby's deal-flow CRM can be used by investment firms, private firms, venture capitalists or angel investors, private equity investors, etc. Investment professionals working with specific sectors may also find value in specialized databases like our India VC funds database, AI VC funds database, SaaS VC funds database, or Europe VC funds database.

Don't risk losing deals because of lack of management

Streamline your workflows with Stackby's deal-flow CRM template and ensure smoother communications with your contacts. Do not let potential deals go out of your reach just because you could not coordinate with your team. Use Stackby's deal flow management template today. For businesses requiring broader project coordination, our business plan roadmap can help align deal flow activities with overall strategic objectives.

How to use Stackby's Deal-flow CRM template?

  1. Copy the template to your Stackby Workspace to bring in all the tables and sample data.
  2. Customize your startup pitch form by adding/removing the fields according to your business requirements.
  3. You can even enable email notifications, slack notifications, or MS team notifications to indicate when someone sends a sales pitch to you.
  4. Bring your team to collaborate on the deal-flow CRM and streamline your workflow.

For teams new to collaborative project management, our sprint planning template can help establish effective team coordination practices that complement your deal flow management process.

Related Investment and Business Templates

Enhance your investment management capabilities with these complementary templates:

Other deal-flow templates to try:

Transform your investment process today with Stackby's comprehensive deal flow CRM template and supporting business management tools.

Other Related Templates

Dashboard view of a Purchase and Contract Tracking template in Stackby Templates
Purchase and Contract Tracking
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Dashboard view of a Dealer Management System template in Stackby Templates
Dealer Management System
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Real Estate CRM Template for managing properties, leads, and sales using Stackby. Templates
Real Estate CRM
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Data Enrichment Template for business and contact intelligence. Templates
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Solar CRM Template for managing solar projects, leads, and sales using Stackby. Templates
Solar CRM
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Customer Development CRM Template by Stackby Templates
Customer Development CRM
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PR and Media CRM Template for managing media contacts and campaigns using Stackby. Templates
PR and Media CRM
Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place. What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place, similar to organizing information in a client database. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only using sales CRM capabilities. You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc., functioning like a content planning system. You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time. Who can use Stackby's PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners. How will Stackby's PR and Media CRM Template Help You? Stackby's PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) with marketing campaign tracker features. Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on using customer database software functionality. Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) through social media analytics tracking.A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Teams can integrate this with marketing workflows and utilize social media calendar for scheduling media outreach. PR professionals can also benefit from sales and CRM systems for comprehensive contact management, while leveraging operations management tools for workflow coordination. For media relationship tracking, explore vendor management concepts for managing media partnerships and use free CRM templates to customize your PR relationship management system.
Accounting Firm CRM Template - Stackby Templates
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CRM dashboard showing loan applications, client data, and follow-up status Templates
Loan Agency CRM
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Fundraising CRM Template for tracking donors, campaigns, and fundraising progress. Templates
Fundraising CRM
A fundraising CRM template is a tool that helps businesses collect, organize and make use of the investor information. It is just like a CRM integrated with marketing capabilities. With this template, you can create a centralized database for your investors information and your team can collaborate on the pitches together. You can filter out and visualize data quickly and identify the last touchpoint with an investor using advanced customer journey mapping techniques. Overview of Fundraising CRM Template Manage all Contacts in One Place Our investor CRM template helps you to keep a track of all the investor data such as their contact information, amount to be raised, last contacted date, pitch deck sent etc. This comprehensive approach ensures you maintain detailed records similar to our customer persona template, allowing you to understand investor preferences and behaviors. Manage all Investors in One Place The Investors table in our fundraising CRM template helps keep track of all the investor companies, their total funding, contacts, and number of investors. For startup founders looking to connect with specific types of investors, we also provide specialized databases like our India VC funds database, AI VC funds database, SaaS VC funds database, and Europe VC funds database. Manage Investment Pitches Streamline the process of creating and sharing pitches with your team with this template. You can upload the documents on Stack, add collaborators, and track all important details of a pitch. This systematic approach mirrors our project proposal template, ensuring nothing falls through the cracks during your fundraising process. Other Features of Fundraising CRM Template: Track the Fundraising Process Using Status Board Stackby's fundraising CRM template also includes a status board based on the status of the investor. Identify which investor has finalized the payment, where you need to send your pitches or take a follow up based on Investor Status (introduction, pitching, funding finalized, first contact, etc.). This visual tracking system works similarly to our stakeholder analysis template, providing clear visibility into your fundraising pipeline. Monitor When You Last Contacted an Investor Using Calendar View The fundraising CRM template includes a calendar view that showcases all the dates when investors were last contacted. Keeping a track of this calendar can help you identify when your team is contacting the investors and how frequently. For better organization of your fundraising activities, you might also benefit from our weekly schedule template to plan investor outreach systematically. Why Use Stackby's Investor CRM Template for Fundraising? Automate your fundraising process: No need to keep separate copies of investor data with every client. Stackby provides you a centralized database where your team can collaborate, track and manage the fundraising process. This centralized approach is enhanced by our business plan roadmap template, helping you align fundraising activities with your overall business strategy. Segment your investors: You can segment the investors based on their funding history, interests, preferences, etc. and keep a note of every conversation with them. As a result, you can personalize communication with them. This segmentation strategy works hand-in-hand with competitor analysis to better position your startup in the market. Gather insights about fundraising: Data lets you find out which investors are committed to your business and can help you in time of need. You can also find which investor has a broad network and what their potential is. Track your progress with our startup KPI dashboard to demonstrate growth metrics to potential investors. Retain investors easily: Data can help you retain investors. As you will get to know your investors in a better way, you can enhance your pitches and create better investor relationships. Consider using our meeting notes template to document important discussions and follow up on commitments made during investor meetings. Who Can Use Stackby's Fundraising CRM Template? Our fundraising CRM template can be used by entrepreneurs, CEOs, CFOs, COOs of any organization, etc. Startups can use it as a startup fundraising CRM and leverage the power of automation. Companies looking to enhance their fundraising efforts can also benefit from our PR tracker template to manage media coverage and build credibility with investors. For businesses in specific industries, we offer specialized solutions: Real estate professionals can utilize our real estate CRM for property investment tracking Financial services can benefit from our wealth management CRM Professional services can use our accounting firm CRM Other CRM Templates to Try: Small Business CRM Template (Note: The sitemap shows real-estate-crm, but content mentions small business - using available link) PR and Media CRM Template Dealflow CRM Template (Note: This specific template wasn't found in the sitemap) Additionally, enhance your fundraising process with these complementary templates: Content marketing strategy for investor communications Press release tracker for managing fundraising announcements Event planning template for organizing investor presentations and demo days. 
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