Skip to main content

Search investors in your CRM

Quickly find relevant conversations inside your CRM

At some point, your CRM will become busy with dozens or hundreds of investor conversations.

OpenVC gives you a powerful way to search existing investors in your CRM with the CRM search bar.

The CRM search bar is located at the top right of your OpenVC CRM: https://www.openvc.app/CRM.

Type any word in the search bar - your CRM gets instantly filtered and only shows the records containing that keyword.

You can use that trick to label CRM records any way you want. For example, you could write "Priority" or "Phase 2" or "Backup" in your CRM notes, and the search bar will instantly pick up those records.

It's like an infinite tagging system for your CRM records.

Did this answer your question?