CRM for Raising Capital

This is a CRM (Customer Relationship Management) application designed specifically for raising capital. It helps manage investor interactions, schedule emails, analyze investor sentiment, update investor profiles, generate investor reports, and more.

Features

  • Log investor responses
  • Send emails
  • Send thank you notes
  • Send Calendly links
  • Automatically reply to positive responses
  • Schedule emails
  • Analyze sentiment
  • Update investor profile
  • Generate investor report
  • Send investor report
  • Schedule investor report
  • Negotiation capabilities inspired by 'The Art of the Deal'
  • Automate investor updates
  • Use GPT-3.5 Turbo for generating text

Installation

  1. Clone the repository

    $ git clone https://github.com/shadowaxe99/crm_for_raising_capital_v2.git
  2. Install the required dependencies

    $ cd crm_for_raising_capital_v2
    $ pip install -r requirements.txt
  3. Run the main.py file

    $ python main.py

Usage

  1. Enter the time to schedule emails (24-hour format)
  2. Enter the email to send
  3. Emails will be scheduled and sent automatically

Contributing

Contributions are welcome! If you have any ideas or suggestions to improve this CRM app, please feel free to submit a pull request.

License

This project is licensed under the MIT License - see the LICENSE file for details.