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Investor CRM

Project-manage your fundraise with confidence.

5,130+ records tracked. 40% faster pipeline updates. A CRM built specifically for fundraising - not a generic sales tool repurposed. Complete pipeline visibility, built-in intelligence, and smart alerts so nothing falls through the cracks.

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5,130+

Records tracked

1,910+

Notes captured

40%

Faster pipeline updates

CRM features

Complete visibility into your fundraising pipeline.

01

Pipeline Visualization

Intuitive dashboard with complete visibility into your fundraising pipeline - status tracking, custom stages, and an overview of where each investor stands at a glance.

02

Built-In Intelligence

Manage investor meetings, follow-up reminders, priorities, and next steps in one place. No more switching between your calendar, email, and a spreadsheet.

03

Progress Tracking

Smart overview of pipeline health and lead movement with priority alerts and actionable insights so you always know what to focus on next.

FAQ

Common questions about the investor CRM.

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© 2021–2026 Flowlie Technologies, Inc., dba Quill. Flowlie® is a registered trademark of Flowlie Technologies, Inc. in the United States and the European Union. All other trademarks used are the property of their respective owners. All rights reserved. Paintings: public domain.

Flowlie Technologies, Inc. does not provide any financial, investment, legal, or tax advice to any users of its platform or services. Flowlie Technologies, Inc. is not a certified public accounting firm and does not provide audited, reviewed, or compiled financial statements or any other services requiring CPA attestation. Any investment, financial decision, or any other decision a party makes are their own. Do not make any investment decision based upon any materials found on this website. Flowlie Technologies, Inc. does not guarantee any outcome, financial or non-financial, from the use of the product and does not charge a success fee for any fundraising outcomes, if any, resulting from the use of the product. Flowlie Technologies, Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”), or any state securities regulatory authority.