Designed for Web3 teams that want to…

1. Have a fully customized CRM built for their unique partnership processes and workflows instead of using clunky, expensive tools that are too generic or too feature-heavy to be effective

2. Prevent leads and potential partnerships from falling through the cracks due to disorganized (or nonexistent!) management systems and poor communication

3. Reduce back-and-forth emails/chats within the team to figure out where leads stand, what next steps are, and who’s responsible

4. Cut down on admin time and repetitive tasks like copy-pasting follow-up emails, sending demos or product info, etc.

5. Have full ownership of and access to their own data and partner/lead data

We build…

• Inbound lead and potential partner capture systems integrated within your existing stack

• A customized, centralized, ‘smart’ CRM/database to manage the entire BD workload designed according to your team’s specific processes, workflows, and milestones, including functionality to

  • Have a real-time ‘source-of-truth’ to get a holistic picture of your entire partnership flow

  • Compile all lead/partner info in one place (no more chaotic spreadsheets)

  • Assign BD/team reps to each lead or partner for accountability

  • Track lead status in your workflow, from initial discussions to official onboarding and marketing the partnership

  • Automatically move partners/leads through stages (i.e. “in discussion,” “contract sent” etc.) based on user activity

  • and more…

• Automated internal team reminders for partner follow-ups or key action items, for example:

  • Notifying the responsible team member to follow up with a lead after a certain amount of time has passed

  • Informing team members when leads have moved into the next stage of the workflow (i.e. by signing a contract)

  • and more…

• Automated communications and follow-ups with leads and partners, for example:

  • Sending emails or messages with materials such as one-sheeters, decks, proposals, contracts, demos, etc.

  • Scheduling calls or follow-up discussions and syncing with your team’s calendars

  • Reminding partners to review, sign, or send back key documents to progress through the process

  • and more…

• Integrations with your existing tech stack including Slack, email providers, scheduling tools, Google Docs/Sheets, etc.