For founders
Every intro, investor and early customer, in one place.
Early on, the company is mostly relationships: investors, first customers, advisers, people you might hire. Shmor makes logging each one as quick as sending a message, so your CRM is still useful six months later.
Who you meet
Four kinds of conversation, one habit.
Investors
After a coffee or a pitch, send a voice note: who, which fund, what they asked for, when to send the update. The follow-up task makes sure you do.Early customers
A screenshot of their LinkedIn and “interested in a pilot” is enough. On Pro, tap Create deal and it is in your pipeline.Intros from your network
Forward the intro message. Met via becomes Intro and Met at records who made it, so you know who to thank.Future hires and advisers
The person you met at a meetup who might join in a year. A note now saves trying to remember them later.
Why it sticks
No new app to remember to open.
Most founders already have a chat app open all day. Shmor lives in Telegram, with WhatsApp coming soon, so logging someone takes the same effort as telling a co-founder about them.
It also asks. If you forgot to say when to follow up, the reply has buttons for it. Anything left unanswered shows up when you send /pending, which makes a good Friday review.
Setting up
Suggested settings for founders.
- Write a one-line business description in Settings, so Shmor can tell which conversations are about your product.
- Add your company name, investors’ fund names and other words voice notes get wrong as transcription keywords.
- Set the default follow-up to the gap you actually keep, such as 3 days after a first meeting.
- If you use Apollo, add your API key and send LinkedIn links instead of screenshots.
FAQ
Questions
Do I need a CRM before I start?
Can I log introductions that arrive by email?
Can my co-founder use the same account?
Which plan creates deals?
Related
- AttioThe Attio integration: connecting with a workspace access token (or OAuth), People and Companies records, the Met via, Met at and Needs info attributes, notes, tasks and deals.
- Telegram to AttioUsing a Telegram bot to add people, companies, notes and tasks to Attio.
- For consultantsHow consultants use Shmor to log leads, referrals and deals between meetings.
- For eventsHow to use Shmor at conferences, meetups and trade shows, including a busy-day routine.
- PricingPlans, monthly and yearly prices in GBP excluding VAT, ShmorCRM record limits, what counts as a capture, top-ups and billing questions.
- How it worksSetup (ShmorCRM or Attio or HubSpot; Telegram or email), what Shmor reads from each kind of message, what it writes to the CRM, follow-up questions and duplicates.
Log the next person you meet.
14 days and 25 captures free, no card. Start in ShmorCRM or connect your CRM, link Telegram or forward an email, and send your first contact.