Fundraising Crm

fundraisly.com is a fundraising automation platform that helps founders book qualified investor meetings by matching them with 300k+ verified investors using AI-driven lead targeting. It streamlines outreach and coordination through automated campaigns, warm-introduction workflows, and CRM integrati

Finta is an AI‑powered CRM for fundraising that automates outreach with tailored email scripts, enriches contacts, and integrates with email platforms. It identifies key investors, offers a collaborative workspace for pitch decks, and tracks pipeline in real time.

Coldreach automates B2B lead research, personalizes outreach, and engages qualified prospects 24/7 across email and LinkedIn. It captures real‑time buying signals, manages deliverability, and integrates with Salesforce, HubSpot, Slack, and Gong.

Distribute records sales calls and, within 30 seconds, creates a branded follow‑up page featuring an AI‑generated email, pricing, ROI calculator, and next‑step guide. It tracks viewer engagement and syncs with calendars, CRMs, and screen‑recording tools, cutting admin time.

CRMChat is a Telegram‑native CRM that unifies lead research, automated outreach, and pipeline management in one dashboard. It supports multi‑account sequences, lead discovery, warm‑up, and integrates with HubSpot or Pipedrive for unified sales tracking.

Clay is an AI-powered data enrichment and workflow automation platform that enhances CRM hygiene, lead scoring, and prospecting. It integrates 100+ data sources and AI research agents to automate inbound and outbound engagement, optimizing GTM strategies for sales and marketing teams.

Fillout is a drag‑and‑drop form builder that lets users create custom, brand‑aligned forms for surveys, registrations, and intake. It supports PDF export, payments, workflow automation, e‑signatures, and integrations with CRMs, plus real‑time analytics and team collaboration.

Ctrl is a CRM tool for sales leaders that streamlines workflows, automates updates, and provides real-time pipeline visibility. It enhances team performance with dynamic suggestions while prioritizing data security with SOC 2 certification.

Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.

Salesforge combines email and LinkedIn outreach, automating prospecting with AI personalization and an AI Sales Development Representative. It offers unlimited mailboxes, mailbox rotation, warm‑up, inbox monitoring, and integrations with CRMs, Zapier, Slack, Salesforce for streamlined pipeline manag

Generate personalized fundraising and pitch emails for startups targeting angels and VCs using name, investor details, subject, and tone. It optimizes clarity and relevance to boost response rates and saves drafting time.

Moments aggregates CRM contacts into a unified social feed, grouping them into circles and prioritizing interactions. It delivers event reminders, a calendar view, AI‑generated personalized messages, helping professionals maintain timely, thoughtful relationships efficiently.

Zefram is an AI tool that streamlines contact information management for sales teams, enabling efficient discovery and verification of leads. It integrates with CRM systems and offers mapping features to visualize geographic data related to potential clients.

NotionVC supplies VC teams with customizable Notion templates for deal‑flow management, fundraising CRM, portfolio tracking, and network oversight. It auto‑imports data and links to Slack for real‑time notifications.

Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.

Formaloo is an AI-powered platform that lets users create custom forms (CRM systems, surveys, polls) effortlessly without coding. It offers advanced features like relational databases and integrations for efficient data management and collection in businesses.

Evant automates event RSVPs, check‑ins, and fundraising via SMS and online links, with keyword‑triggered replies and scheduled messaging. It integrates with CRMs and payment processors, providing real‑time attendance analytics and streamlined donor outreach.

B2B Rocket automates B2B sales outreach with AI‑powered lead generation, a searchable 4B‑data contact database, and multi‑channel communication (email, LinkedIn, WhatsApp, SMS). It validates contacts, manages campaigns via AI agents, and offers analytics dashboards for performance optimization.

DryMerge automatically syncs email, calendar, and call data across 50+ apps—including Gmail, Outlook, Slack, Teams, and major CRMs—to keep contact, deal, and account records accurate and up‑to‑date, reducing manual entry and improving follow‑up.

Klynk Orchestra centralizes customer success operations, automating onboarding, detecting renewal risks, tracking usage, and generating QBR decks. It integrates with Salesforce, HubSpot, Gainsight, ChurnZero, and more for predictive analytics and proactive engagement.

Crisp is a versatile business messaging platform catering to startups and SMBs. It combines website chat, chatbots, shared inboxes, ticketing systems, campaigns, knowledge bases, and customizable features for superior customer engagement and efficient team communication.

Surface Labs automates lead operations: multi‑step forms capture more data, AI filters spam and scores leads in real time, routing qualified prospects to reps’ calendars. It nurtures missed appointments, syncs with Salesforce and HubSpot, and meets GDPR, CCPA, SOC 2 compliance.

BuzzLeads consolidates sales, marketing, and customer engagement for small businesses into a single CRM. It offers unified contact management, automated email/SMS follow‑ups, two‑way messaging, appointment booking, landing page and funnel builders, lead capture, and real‑time analytics.

Raizer is an AI platform that matches startups with over 140,000 investors, generating match scores from startup data. Users publish fundraising pages, browse categorized opportunities, and reach investors via email, X DM, or LinkedIn. Contacts export to CSV for CRM.

ExactBuyer enriches CRM contacts with 115+ attributes, offering AI‑generated next‑best actions, real‑time audience segmentation, talent discovery, and analytics dashboards. It supports API, Chrome extension, CSV upload, and weekly data quality checks for targeted B2B SaaS sales, marketing, and recru

LeadIQ is an AI tool for B2B sales teams that streamlines contact data management and prospecting, enabling faster pipeline growth.

AtZ CRM is an AI-driven recruitment software that combines ATS and CRM functionalities, streamlining hiring workflows with automation, smart resume parsing, customizable pipelines, and detailed analytics for efficient candidate management and communication.

Rasa.io is an AI‑powered email platform for associations and nonprofits. It auto‑generates personalized newsletters, multi‑step sequences, and blasts, integrating with major marketing tools and providing engagement analytics to boost member engagement.

Onepage simplifies website creation and management, offering customizable templates, a built-in CRM for lead management, and seamless integration with external tools. Its user-friendly design ensures efficient navigation while maintaining GDPR compliance for data protection.

AI‑powered platform that gathers organization details via a survey to generate customized grant proposal drafts. Users can edit, reuse templates, upload supporting docs, and collaborate with role‑based access, while version control tracks revisions for consistent, branded submissions.

SalesRobot automates outbound sales by combining LinkedIn and email outreach into a unified workflow. It imports prospects, runs AI‑driven multi‑step drip campaigns, pauses messaging on responses, auto‑replies silence, and integrates with CRMs while protecting accounts with proxies.

Claap records sales conversations in real time, transcribes in 100+ languages, tags objections, auto‑summarizes, drafts follow‑up emails, syncs with CRMs, analyzes pipeline to explain wins/losses, and offers AI coaching for ongoing training.

Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.

LeadFlowy is an AI-driven lead relationship manager that streamlines lead management through custom flows, automations, unified communication, and scheduling. It optimizes lead nurturing and sales pipeline performance for both B2B and B2C businesses.

CustomerIQ captures and transcribes emails, calls, and meetings from Gmail, Outlook, phone systems, and insurance AMS or Salesforce. It auto‑creates real‑time CRM records, drafts follow‑up messages, prioritizes actions, and offers coaching insights to improve response times and pipeline visibility.

Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.

MetaCRM is an AI-powered web3 tool for customer service & marketing analytics. It harnesses smart contracts and blockchain data to deliver personalized experiences, automated services, and holistic solutions throughout the customer journey, facilitating intelligent decisions and effective marketing

folk consolidates contact, email, calendar, and social media data into a single source, offering AI assistants for conversation analysis, auto‑summaries, and follow‑up drafts. It supports 1‑click LinkedIn enrichment, bulk updates, automated outreach, and integrates with Gmail, Outlook, WhatsApp, and

MyDataNinja merges Shopify, WooCommerce, GA, FB Ads, and more into a real‑time dashboard, offering reporting, KPI customization, and built‑in CRM tools. It automates API conversions, postback tracking, URL shortening, and Facebook Lead sync for streamlined e‑commerce marketing.

Oliv automates revenue operations, integrating CRM and multiple data sources to deliver real‑time risk alerts, coaching, forecasting, and cross‑deal analysis. It centralizes interactions, uncovers deal leaks early, and provides executives actionable insights.

GodmodeHQ automates sales by identifying, sourcing, and verifying leads across Gmail, Outlook, Salesforce, LinkedIn, and web searches. Commands trigger AI agents to build prospect lists, summarize news, draft outreach, extract data, schedule campaigns, and send follow‑ups, streamlining lead research

Runday.ai automates engagement across channels, sending hyper‑personalized outreach based on prospect profiles and company data. It answers queries with sales materials, schedules qualified meetings up to three days faster, and handles up to 95% of customer inquiries automatically.

Lazycom lets users design landing pages and sales funnels with a drag‑drop editor, AI‑optimized templates, and upsell, downsell, and cross‑sell options. Integrated CRM, real‑time analytics, and email/SMS automation enable personalized, data‑driven campaigns while hosting, security, and speed are man

FinanceOps automates accounts receivable, using AI to send timely email, SMS, and voice outreach that maximizes responses. It matches invoices, payment plans, and PO data, tracks engagement, integrates with CRMs/ERPs, and can cut days sales outstanding by up to 40%.

ExitFund is an AI-driven platform that connects startups with potential investors, facilitating warm introductions and efficient fundraising. It offers mentorship, feedback, and collaborative community engagement, enhancing the capital-raising process for both founders and investors.

Ditlead automates LinkedIn and email outreach, allowing users to send personalized messages at scale. It features a workflow builder, follow-up automation, email warmup, and CRM integration to enhance lead management and improve deliverability.

ScoreApp lets users create quizzes, assessments, waitlists, webinars, video courses, and surveys with a drag‑and‑drop interface and instant scoring logic. It integrates with HubSpot, Salesforce, and ActiveCampaign, tracks funnel performance, and supports A/B testing.

Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc

GetSales.io offers secure LinkedIn and email outreach with account‑level automation, rotating sender profiles, a unified inbox for 50+ profiles and unlimited email accounts, and API/webhook integration for CRMs. It enriches leads and provides analytics for performance tracking.

Dux‑Soup automates LinkedIn outreach—sending connection requests, messages, InMail, and endorsements—while managing leads, sharing campaigns team‑wide, exporting to CRMs, and offering performance dashboards. Supports browser/cloud, API, and Slack/Teams integration. The platform also includes drip fo