Module
Every contact, conversation, and deal in one place
Foundaro Relationships is a lightweight CRM built for founders. Contacts auto-create from form submissions, organize into pipeline stages, and link to your projects, meetings, and evidence.
ContactsPipelineTasksActivitySmart Lists
What Foundaro Relationships includes
- Contact Pipeline - 6-stage kanban board (Lead, Contacted, Qualified, Negotiating, Closed, Lost) with drag-and-drop
- Auto-Routing - Form and landing page submissions automatically create contacts with source tags and UTM metadata
- Contact Tasks - Create follow-up tasks with due dates per contact. Hourly reminders for tasks due within 24 hours
- Activity Timeline - Merged feed of audit events, meetings, and project links per contact
- Smart Lists - Filter by stage, tags, source. Save custom filters for quick access
- Duplicate Detection - Find contacts with matching emails and merge with one click
- CSV Import/Export - Bulk import contacts from spreadsheets, export contact lists
- Meeting Tracking - Log meetings with notes, outcomes, and action items. Auto-create follow-up tasks from meeting next steps
What changes when every lead has a history
- No more spreadsheet CRM that loses context across conversations
- Auto-created contacts mean no manual data entry after form submissions
- Pipeline view makes deal progress visible across all relationships
- Smart lists replace manual filtering with saved, reusable queries
Use cases
Founder managing 50+ investor, advisor, and customer relationships
Solo operator tracking inbound leads from landing pages and forms
Team collaborating on deal pipeline with shared contact notes
FAQ
Do I need to manually add contacts?
No. Contacts are auto-created when someone submits a form or landing page. You can also add contacts manually or import via CSV.
Can I track deals through stages?
Yes. The pipeline view has 6 stages with drag-and-drop. Each contact shows their current stage, activity history, and linked tasks.
How do smart lists work?
Filter contacts by stage, tags, or source, then save the filter as a named smart list. Click any saved list to instantly apply those filters.
Start managing relationships
Keep every contact, conversation, and deal in one place.