Cohort, selection and mentoring sessions
The coordinator records the application, committee decision and participation terms. A mentor can be assigned and see the agreed meeting schedule and the team’s tasks.
Custom Development
CRM for Startup Incubators and Accelerators
Incubator leads need to link selection decisions to team goals and mentoring throughout the program. We’ll build a CRM around your application process, mentoring format and rules for introductions to partners and investors.
Where context gets lost between selection and team support
- Hundreds of applications require fair, transparent selection and prompt feedback.
- Mentors work with several teams, and their advice and commitments often get lost.
- Startup progress is assessed inconsistently and subjectively, making it hard to tell where teams need help.
- Demo day and investor meetings need careful preparation and follow-up.
- Alumni rarely stay in touch even though their experience could help new teams.
Applications, mentoring and cohort milestones
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Program milestones
The coordinator records agreed startup tasks, deadlines and the assigned mentor. Open issues remain on the record when team membership changes.
Demo day
The organizer checks the pitch deck version, speaking order and approved introductions. Participant preferences can be considered before contact details are shared.
Additional Features
- Progress tracking
- KPIs, milestones, weekly updates, delays and prompts for the support team.
- Investors and partners
- Investor directory, interests, meetings, feedback, fundraising stages and introductions after demo day.
- Alumni community
- Events, post-program support, investment raised, success stories and mentoring for new cohorts.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
A new cohort begins
The coordinator carries the team’s goals from the approved application into the program plan. After the first meeting, the mentor and founders agree how they’ll verify completion.
An introduction before demo day
The manager matches an investor to the startup’s request. The team confirms what it is ready to share, and the coordinator records the next meeting.
What to Include in the First Release
We’ll work through one intake. Reviewers assess applications, the cohort manager assigns mentors, and teams confirm milestones. We’ll agree which materials a startup can share with an investor at each stage.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
Can we link repeat applications from the same team?
A startup can have one record and separate histories for each application cycle. The current application and earlier decisions remain separate entries.
How do we pass a request for help to another mentor?
The manager can see the topic, mentor availability and previous meetings. We’ll agree on the program’s rules before applying new permissions to the materials.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.