Seraf can store your company contacts along with their relevant details. Not only can you record CEO, Founder, CTO, Board Member, and many others from a drop-down list, but you can also create your own entry so that you can easily manage all contacts connected to your portfolio. You have the ability to add as much or as little detail as you wish per the available fields.
Below is a list of the different fields available for each contact:
- Contact Role (i.e. Board Member, CEO, CFO, CTO, Founder)
- First Name
- Last Name
- Preferred Email
- Preferred Phone
- Twitter Handle
- LinkedIn URL
- Blog URL
- Previous Startup Experience
Enterprise Accounts can also designate one contact per company to receive Update Requests related to KPIs.
Learn how to add company contacts.
Learn how to view contacts.
Learn how to sort and filter contacts.