Head of platform: create CRM company on First Call

Investment associates moving pitches to First Call risk prospects being overlooked and pipeline stalling. Creates a standardized CRM company so platform and investment teams follow up quickly.

Overview

Missed pitch records cause deal flow to stall and let high-potential prospects slip through the funnel. This workflow turns every pitch moved to First Call into a standardized CRM company record so platform and investment teams begin follow-up quickly and keep a clear pipeline audit trail.

Notable Features

Create standardized CRM company records
Notify investment and platform owners
Attach pitch details and deck links