TASK
It is necessary to set up a contact database management system (investors / partners) in Commo so that the CRM helps:
— segment contacts
— understand the priority of working with them
— prompt the manager when and whom to write to
— record interactions
— move the contact through the funnel to a deal or rejection
— return to the database for re-contact
WHAT SHOULD WORK
Contacts are divided by types (funds, angels, startups, etc.).
Each contact records the source and the fact of interaction.
The system automatically assigns a priority (hot / warm / cold / archive).
Depending on the priority, the CRM assigns follow-up tasks to the manager.
Communication is conducted manually; the CRM only manages the process (without auto-mailings).
Contacts go through stages in the funnel: from the first touch to negotiations and results.
If a contact has "cooled off" — the system reminds to return to it later.
Rejections are not deleted but go into deferred work (reactivation after some time).
There should be filters showing:
— who to work with now
— where there is no response
— who needs to be warmed up again
All logic should work through automation + tasks so that the manager does not keep records manually.
RESULT
A ready CRM structure with fields, stages, and automatic tasks that manages work with the database as a system, not as a list of contacts.
