# Deeper relationship management with custom fields, Kanban boards, and automatic imports Findem publishes a public search API over its indexed pages; the guide is at https://www.findem.ai/lazyweb/agent-access. Source: https://www.findem.ai/blog/relationship-management-custom-fields-kanban-imports Source observed: 2026-11-11T21:16:28.826Z Last checked: 2026-11-13T04:08:07.859+00:00 Indexed: 2026-11-11T21:27:34.265+00:00 --- --- title: "Relationship Management and Network Workflows | Findem" description: "Explore how custom fields, Kanban boards, and automatic contact imports help funds manage relationships across hiring, fundraising, and customer introductions." url: "https://www.findem.ai/blog/relationship-management-custom-fields-kanban-imports" --- # Deeper relationship management with custom fields, Kanban boards, and automatic imports ← Back to blog Elan Keshen Director of Product Marketing, Funds and Networks September 2, 2025 Your most valuable asset is who you know. [See Findem for fund platforms](https://www.findem.ai/solutions/vc-pe-platform) [Request a demo](https://www.findem.ai/request-demo) On this page Whether you’re in VC, Economic development, or building community, everything runs on relationships. But [managing those relationships](https://www.findem.ai/products/network-intelligence) across fundraising, hiring, and business development often means juggling scattered spreadsheets, CRMs, and inboxes. It’s messy, it’s manual, and it slows you down. Findem Network Intelligence integrates **deeper relationship management and project tracking** directly into your workflow. With these updates, you can stop organizing your network and start using it to deliver value to your founders, partners, talent, and LPs. Here’s how these capabilities work: ## 1. Custom fields: Personalize how you track relationships Every fund and community has unique workflows. Some prioritize tracking investors by fundraising stage, others need visibility into a candidate pipeline, while others want to see which customer intros have closed. With **Custom Fields**, you can define what matters most. - Label investors by stage (“Seed,” “Series A,” “Growth”) - Tag candidates by role type (“Engineering,” “Product,” “Sales”) - Track intros by outcome (“Intro Made,” “Meeting Scheduled,” “Closed”) 💡 **Use Case: Fundraising Pipeline** A partner helping a founder with their Series B can tag potential investors by stage and geography. When the founder asks for warm intros in fintech, it takes seconds to pull a filtered list of the best-fit VCs. 💡 **Use Case: Talent Network** [Platform teams](https://www.findem.ai/solutions/vc-pe-platform) can tag contacts by function and location. When a portfolio company needs a Head of Sales in NYC, they instantly surface warm candidates instead of digging through outdated spreadsheets. ## 2. Kanban boards: See your network in motion Relationships aren’t static—they move through stages. With **Kanban Boards**, you can visualize progress in real time, drag and drop contacts between stages, and keep your team aligned. - Create workflows like “To Contact,” “Contacted,” “Intro Made,” or “Closed” - Spot bottlenecks (who’s been sitting in “Contacted” too long?) - Share a clear view of progress with your team and portfolio founders 💡 **Use Case: Customer Intros** Supporting a portfolio’s GTM team? Track their top 20 target accounts in Kanban. As intros are requested, made, and meetings scheduled. Track progress and impact in one place. 💡 **Use Case: Hiring Funnel** For a critical CTO search, a Head of Talent can move candidates across stages like “Identified,” “Contacted,” and “Interviewing.” Founders get visibility into the process, and duplicate outreach is avoided. ## 3. Import contacts automatically: Scale your network without the manual work Manually entering contacts is slow, error-prone, and drains time your team doesn’t have. With our **Zapier integration**, you can now pull contacts directly from your CRM including Affinity, Attio, and HubSpot or from a Google Sheet into your Findem Network Intelligence network. This means you can connect the dots between deal tracking systems and your network relationship hub without duplicating work or storing valuable contacts in separate tools. 💡 **Use Case: Portfolio Fundraising Support** A partner tracking investors in Affinity can push those contacts into Findem Network Intelligence to surface warm intro paths across the firm and founder network. Instead of relying on cold outreach, founders get faster access to the right capital. 💡 **Use Case: Scaling Customer Intros** If a portfolio company’s sales team is already tracking prospects in Attio, the platform team can push that list into Findem Network Intelligence. Within minutes, they know which partners or founders have warm ties into those accounts. Turning CRM entries into active sales support. 💡 **Use Case: Event Planning** Planning a fintech roundtable in NYC? Upload attendee suggestions from a spreadsheet or CRM, and Findem Network Intelligence will enrich the list and show which partners or founders have warm connections to each executive. Invitations become warmer, and turnout improves. ## Why this matters Your network is your fund’s greatest advantage. But without the right tools, it’s underutilized. These features make Findem Network Intelligence the central hub for: - **Scalable value-add:** Give every founder and partner access to a reliable, structured system for hiring, fundraising, and customer introductions. - **Deeper relationship management:** Track what matters to your fund, not just what fits into a generic CRM. - **Faster execution:** Move from “who should I contact?” to “intro made” in record time. With Custom Fields, Kanban Boards, and automatic imports, Findem Network Intelligence helps you transform your network from a static list into a living, breathing advantage for your firm and your portfolio. Ready to see how these features can streamline your fund/communities network workflows? [Book a demo](https://www.findem.ai/request-a-demo-funds-networks) and put your network to work. Findem activates your fund's network to surface insights and intros up to 8x faster, with one view for filling roles, closing deals and winning markets. ## Recommended next reads November 10, 2026 ### [AI hiring laws in 2027: What Colorado, Connecticut, and California require](https://www.findem.ai/blog/ai-hiring-laws-2027) Austin Belisle November 7, 2026 ### [LinkedIn Boolean search for recruiters: Operators, strings and examples](https://www.findem.ai/blog/linkedin-boolean-search) Austin Belisle November 6, 2026 ### [What VC and PE talent leaders are rethinking about portfolio hiring in 2027](https://www.findem.ai/blog/portfolio-hiring-vc-pe-talent-leaders) Manish Nageet --- [Read this page’s summary](https://www.findem.ai/lazyweb/api/public/v1/page-tldr?url=https%3A%2F%2Fwww.findem.ai%2Fblog%2Frelationship-management-custom-fields-kanban-imports&trace=t_9544b0955d7a) ## Ask a follow-up about this page Need a more specific answer? Ask the exact question you have. 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