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More and more startups are leveraging CRM systems to streamline their investor relations. So, how do you set up a CRM system for tracking and following up with investors? Choose a CRM systemNot all CRM systems are created equal. Some popular CRM systems for startups include Salesforce, HubSpot, and Zoho CRM. Create your “stages”Once you have your CRM system in place, the first step is to segment your investors.